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Jan 30 – Feb 6, 2026
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Treasury activity this week
 |
865 BTC |
$75.7M
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| Combined this week |
$75.7M
· 2 entities
-71% vs last week
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| Last week: $264.0M · 1 entity |
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| Market |
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BTC |
$61.5K-6.4% 7d |
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F&G 9 · Extreme Fear |
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ETH |
$1.6K-12.2% 7d |
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F&G 31 · Fear |
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SOL |
$63-13.2% 7d |
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F&G 28 · Fear |
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The big picture
The Week
Strategy (MSTR) dominated this week's activity, acquiring 855 BTC ($75.0M) on February 2nd at an average price of $87,974 per coin—a notable entry during a week when BTC fell 6.4% and fear-greed sentiment hit extreme lows. Vanadi Coffee (VANA) added a smaller 10 BTC ($695.7K) the following day. Two balance disclosures surfaced multi-period accumulation: CleanSpark (CLSK) disclosed 11,452 BTC total, up 1,024 BTC ($64.3M) since last reporting, while BitMine Immersion Technologies (BMNR) revealed 4,285,125 ETH, an increase of 41,787 ETH ($98.0M) across its latest period. Discrete weekly buys totaled 865 BTC ($75.7M) across two companies.
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Filings
Recent Purchases
See filings as they land →
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Worth reading
Notable Filings
Strategy's 855 BTC purchase represents the largest single acquisition this week and sits well above the year's median buy size for the company. The filing (February 2) shows an acquisition at $87,974 per unit—above the week's closing price—suggesting opportunistic accumulation ahead of the price recovery that followed. CleanSpark and BitMine's disclosures, while not single-week purchases, confirm sustained multi-period treasury deployment: CleanSpark's 1,024 BTC addition and BitMine's 41,787 ETH position reveal continued conviction across both major tokens despite macro volatility.
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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
2 entities
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$75.7M
100.0%
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BTC corporate and ETF holdings remain heavily concentrated: Strategy and the two largest spot-ETF issuers (BlackRock's IBIT and Fidelity's FBTC) together hold approximately 1.8M BTC—more than half the cryptocurrency held by any tracked corporate or fund entity. This week's discrete buys and multi-period disclosures add marginally to that pile, but the cohort's capital formation increasingly flows through mega-cap vehicles rather than dispersing across mid-tier stackers.
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— 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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