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May 1 – May 7, 2026 · 1 new stacker
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Treasury activity this week
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-810 BTC |
-$166.2M
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12,464 ETH |
-$8.1M
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| Combined this week |
-$174.3M
· 6 entities
flipped to net selling
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| Last week: $262.4M · 6 entities |
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| Market |
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BTC |
$65.7K+6.5% 7d |
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F&G 23 · Extreme Fear |
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ETH |
$1.8K+8.8% 7d |
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F&G 50 · Neutral |
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SOL |
$74+13.4% 7d |
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F&G 53 · Neutral |
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The big picture
The Week
Core Scientific reduced 1,990 BTC ($208.2M) this week, the largest single transaction by USD value and a sharp reversal from prior accumulation. The cohort net-sold 810 BTC ($166.2M) while adding 12,464 ETH (−$8.1M in USD terms, reflecting both inflows and a Coinbase disposition of 982 ETH). Prenetics entered as a new BTC stacker with a $40.0M purchase of 510 BTC, while Virtu Financial disclosed positions in both BTC and ETH without disclosed USD figures. Five companies filed disclosures this week; three—Coinbase, Hut 8, and Sequans—revealed cumulative growth since their last periods, signaling steady underlying demand beneath this week's headline sells.
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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
Virtu Financial (VIRT) disclosed holdings of 585 BTC and 13,446 ETH in its Q1 2026 SEC filing (filed May 1), marking a multi-asset treasury strategy without period-over-period comparison data. Prenetics (PRE) announced a 510 BTC purchase for $40.0M (Form SEC filing, May 4), establishing itself as a first-time public-company BTC holder. Coinbase (COIN) disclosed cumulative 1,073 BTC growth to a 16,949 BTC total since last disclosure ($85.8M value-gain) and simultaneously reduced ETH holdings by 982 ETH ($8.1M), a rebalancing signal. BitMine Immersion Technologies (BMNR) disclosed 5,180,131 ETH cumulative holdings, up 101,745 ETH ($238.8M) since last disclosure.
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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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First-time filings
New Stackers
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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
5 entities
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-$166.2M
95.3%
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ETH
2 entities
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-$8.1M
4.7%
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This week's net reduction masks a cohort split: discrete purchases totaled 1,180 BTC and 13,446 ETH, but disposals—chiefly Core Scientific's 1,990 BTC—overwhelmed inflows. The BTC net-negative week ($−166.2M) occurred amid a 6.5% seven-day rally, suggesting forced or portfolio-driven reductions rather than capitulation trades. ETH inflows and the multi-period balance disclosures suggest institutional stacking persists underneath spot volatility.
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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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