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Jan 23 – Jan 29, 2026
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Treasury activity this week
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2,932 BTC |
$264.0M
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| Combined this week |
$264.0M
· 1 entity
-88% vs last week
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| Last week: $2.1B · 2 entities |
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| Market |
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BTC |
$65.6K+6.4% 7d |
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F&G 23 · Extreme Fear |
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ETH |
$1.8K+8.7% 7d |
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F&G 50 · Neutral |
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SOL |
$74+13.3% 7d |
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F&G 53 · Neutral |
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The big picture
The Week
Strategy (MSTR) acquired 2,932 BTC ($264.0M) on January 26th, the sole corporate purchase this week and the largest filing by USD value. The buy arrived as BTC rallied 6.4 percent over the trailing seven days, though fear-and-greed sentiment remained in extreme fear territory at 23. Strategy's position now stands at 846,843 BTC ($55.6B at current price), widening its lead over BlackRock's iShares Bitcoin Trust (IBIT) and the U.S. government's holdings. No new stackers entered the cohort this week; ETH saw activity only in balance disclosures.
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Filings
Recent Purchases
See filings as they land →
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Worth reading
Notable Filings
BitMine Immersion Technologies (BMNR) disclosed a total ETH position of 4,243,338 ETH ($118.0M increase since last disclosure), marking the week's most substantial balance revelation. The multi-period accumulation underscores persistent institutional interest in Ethereum treasury adoption even as BTC purchasing concentrated entirely on Strategy. No material sell-offs occurred across any tracked DAT or corporate entity this week.
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Period-end balances
Disclosed This Week
These companies revealed their total balance-sheet position in a filing this week. The change shown is cumulative since each company's last disclosure — a multi-quarter figure, not a purchase made this week.
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Leaderboard
Top Five
The largest tracked holders overall — companies, funds, and governments — ranked by total position, not by this week's activity.
Full leaderboard →
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The breakdown
This Week by Asset
| Asset |
This week's activity |
Net USD · share |
 BTC
1 entity
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$264.0M
100.0%
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Strategy now holds more BTC than the combined positions of the BlackRock iShares Bitcoin Trust, the U.S. government, and Fidelity Wise Origin combined. The concentration among the top three holders—Strategy, IBIT, and GOV-US—reflects both spot-ETF inflows and corporate accumulation funneling into a narrowing set of large holders. This structural tilt has material implications for OTC liquidity and on-chain distribution as adoption scales.
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You're reading Treasuries Weekly
— a briefing on corporate BTC, ETH, and SOL balance-sheet adoption from CorpStacking.
Editorial is not investment advice. Data sourced from SEC EDGAR, CoinGecko, and primary corporate filings.
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© 2026 J & M Sorce Holdings, LLC, d/b/a CorpStacking.
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