
"The bitcoin corporate adoption world is increasingly dominated by a single player - Strategy - even as adoption among smaller firms continues to grow. According to BitcoinTreasuries.net's January 2026 Corporate Adoption Report, Strategy accounted for more than 90% of net new corporate Bitcoin purchases last month, underscoring its outsized influence on the sector. January saw Strategy acquire 40,150 BTC, ending the month with a staggering 712,647 BTC on its balance sheet."
"Strategy's management continues to tie its BTC accumulation to a long-term treasury strategy. In its Q4 2025 disclosure, the firm outlined a seven-year plan that projects roughly 2.5x growth in Bitcoin per share by 2032. Under an aggressive scenario assuming a 14% annual Bitcoin yield, Strategy targets 492,000 sats of BTC per share. Even more cautious forecasts imply steady growth in per-share exposure, positioning Strategy as both a large holder and a deliberate duration bet on BTC as a treasury reserve asset."
Strategy drove more than 90% of net new corporate Bitcoin purchases in January 2026, acquiring 40,150 BTC and finishing the month with 712,647 BTC. Public companies collectively hold roughly 1.13 million BTC, with Strategy responsible for nearly two-thirds of that total. The firm outlined a seven-year plan in its Q4 2025 disclosure projecting roughly 2.5x growth in Bitcoin per share by 2032 and targeting 492,000 sats per share under an aggressive 14% annual yield scenario. A growing digital credit layer features preferred shares and hybrids dominated by Strategy's STRC, STRD, STRF, STRK alongside Strive and Metaplanet products, offering yields from about 4.9% to low-teens.
#corporate-bitcoin-adoption #strategy-dominance #treasury-bitcoin-strategy #digital-credit-instruments
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