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Mar 20 – Mar 26, 2026
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Treasury activity this week
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-14,054 BTC |
-$1.0B
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| Combined this week |
-$1.0B
· 4 entities
flipped to net selling
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| Last week: $1.6B · 5 entities |
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| Market |
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BTC |
$65.7K+6.5% 7d |
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F&G 22 · Extreme Fear |
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ETH |
$1.8K+9.4% 7d |
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F&G 47 · Neutral |
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SOL |
$74+13.3% 7d |
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F&G 52 · Neutral |
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The big picture
The Week
Marathon Digital (MARA) sold 15,133 BTC ($1.1B) on March 26, dominating a week of net outflows across the corporate treasury cohort. The week saw -14,054 BTC (-$1.0B) in net activity—a sharp reversal from prior accumulation patterns. Strategy (MSTR) purchased 1,031 BTC ($77.0M) on March 23, but the Marathon reduction overwhelmed smaller buys from Vanadi Coffee (4 BTC, $286.6K) and Capital B (44 BTC). No new stackers entered the market this week. The cohort remains in extreme fear (Fear & Greed Index at 22) despite BTC rising 6.5% over seven days.
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Filings
Recent Purchases
~ Estimated value — the filing disclosed how many coins changed hands but no dollar figure, so we value it at the market price.
See filings as they land →
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Worth reading
Notable Filings
Marathon Digital's 15,133 BTC disposition (filed March 26) signals a tactical pivot; the company provided no stated rationale in its filing language. Meanwhile, two Ethereum holders disclosed cumulative positions this week: BitMine Immersion Technologies (BMNR) revealed 4,660,903 ETH total, up 65,341 ETH ($140.6M) since last disclosure, and BTCS Inc disclosed 70,787 ETH total, representing a 465 ETH ($957.5K) gain. These multi-period balances reflect ETH accumulation cycles but carry no weekly purchase signal—they are disclosed positions, not this-week buys.
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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
4 entities
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-$1.0B
100.0%
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Marathon's sale of 15,133 BTC represents the week's largest single reduction by USD value. Strategy's 1,031 BTC buy cannot offset the arithmetic: when one major filer exits at size while others add modestly, the cohort net turns negative—a pattern that emerges more often when institutional sentiment sharpens. This week's -$1.0B net marks a structural test: does outflow signal caution or rebalancing?
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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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