Treasuries Weekly — April 24, 2026: 34,163 BTC · 30,000 SOL from 3 entities

Section 01 The Week

Strategy (MSTR) acquired 34,164 BTC for $2.54 billion at an average price of $74,395 per coin, the week's dominant transaction by USD value. This marks another tranche in the company's ongoing accumulation program. In parallel, DeFi Development Corp (DFDV) entered the SOL stacking cohort with a 30,000 SOL purchase at $200 per token, totaling $6 million. The Crypto Company (CRCW) disposed of 0.7432 BTC, a nominal reduction. Across both cohorts, $2.546 billion in net treasury additions flowed this week, with BTC trading near $80,563 and the Fear & Greed Index holding at 49 (Neutral).

Filings Recent Purchases

Company	Amount	USD	Date
Strategy (MSTR)	34,164 BTC	$2.5B	Apr 19
DeFi Development Corp (DFDV)	30,000 SOL	$6.0M	Apr 22
The Crypto Company (CRCW) Sale	↓ 0.74316232 BTC	$0.00	Apr 22

Section 02 Notable Filings

Strategy's 34,164 BTC acquisition (filed via 8-K, SEC EDGAR 0001193125-26-162756) reinforces the company's treasury-as-product positioning. The $2.54 billion outlay at $74,395 per BTC occurred ahead of the week's price level, suggesting execution across multiple tranches or a structured acquisition. DeFi Development Corp's 30,000 SOL entry (April 22 filing) marks the first corporate SOL stacker in this week's data. The Crypto Company's minimal BTC disposal warrants monitoring for pattern shifts but registers as housekeeping given the negligible amount.

Leaderboard Top Five

#	Company	Holdings	Value
1	Strategy (MSTR)	815,061 BTC	$65.7B
2	BlackRock iShares Bitcoin Trust (IBIT)	799,151 BTC	$64.4B
3	United States (GOV-US)	207,189 BTC	$16.7B
4	China (GOV-CN)	194,000 BTC	$15.6B
5	Fidelity Wise Origin Bitcoin Fund (FBTC)	185,536 BTC	$14.9B

Section 03 One Chart

Entity	Share of top-five concentration	Holdings
Strategy (MSTR)		815,061 BTC
BlackRock iShares Bitcoin Trust (IBIT)		799,151 BTC
United States (GOV-US)		207,189 BTC
China (GOV-CN)		194,000 BTC
Fidelity Wise Origin Bitcoin Fund (FBTC)		185,536 BTC

Strategy now holds 815,061 BTC according to top-holder rankings, extending its lead ahead of BlackRock's iShares Bitcoin Trust (IBIT) at 799,151 BTC and the U.S. government at 207,189 BTC. The company's weekly accumulation pace (34,164 BTC) represents roughly 4.2 percent of its current stock, a sustained clip. Corporate and ETF stackers dominate the top ten; governments remain material but secondary holders in the USD-value hierarchy.

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.