|
|
|
|
Week ending February 27, 2026 · Feb 20 – Feb 27, 2026
|
Treasury activity
Quiet week
No tracked filings across BTC, ETH, or SOL.
|
|
|
|
Section 01
The Week
Strategy acquired 592 BTC for $39.8M on February 22nd, dominating the week's flow and bringing the company to 818,334 BTC held—now neck-and-neck with BlackRock's iShares Bitcoin Trust at 821,513 BTC. Ionic Digital bought 32.6 BTC ($2.2M), and Canaan added 15 ETH ($1.0M). Meanwhile, Fold Holdings disposed of 1,000 BTC across two filings dated February 25th and 26th, a material reduction that signals either balance-sheet pruning or liquidity management during flat-to-down BTC price action (down 1.28% on the week to $80,563).
|
Filings
Recent Purchases
|
Section 02
Notable Filings
Strategy's 8-K (filed February 23rd, covering the February 22nd purchase) is the week's anchor. Fold's two disposals appear in separate filings dated February 25th and 26th—both on record at the SEC. The divergence between buying (Strategy's half-billion-dollar clip, Ionic's modest entry) and selling (Fold's 1,000 BTC exit) suggests the cohort remains heterogeneous in treasury posture: corporate stackers still accumulating, some holders trimming. Canaan's 15 ETH buy is spare but signals diversification creeping into the corporate treasure cabinet.
|
Leaderboard
Top Five
|
Section 03
One Chart
Strategy now holds 818,334 BTC, narrowing the gap with BlackRock's IBIT at 821,513 BTC—a reversal of the ETF's 2024–2025 dominance. If corporate treasuries continue accumulating at Strategy's recent pace (592 BTC per week), corporate holdings could exceed spot-ETF stacks within months. This reshuffles the narrative from passive-index-led accumulation to dual-custody: institutions via trust vehicles, corporates via balance-sheet allocation.
|
|
Open dashboard
Share this week
|
|
|
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.
Unsubscribe
·
Email preferences
·
View in browser
·
Advertise here
© 2026 J & M Sorce Holdings, LLC, d/b/a CorpStacking.
|
|
