The post Bitcoin: Strategy’s long game signals deepening institutional confidence in BTC appeared on BitcoinEthereumNews.com.

Strategy’s Bitcoin [BTC] accumulation curve tells a long and deliberate story. Since 2020, the firm has added Bitcoin across multiple market cycles. It served during bull peaks. It also accumulated through deep drawdowns and extended consolidation phases. As a result, BTC’s average cost gradually rose to about $75,000. The chart below highlights dense purchase clusters during periods of volatility. These entries came when uncertainty was high, not when sentiment peaked. This behavior points to conviction-led accumulation rather than momentum-driven buying. Source: Strategy By the 5th of January, Strategy’s holdings reached exactly 673,783 BTC. At press time prices, those reserves were worth roughly $61.75 billion. For Strategy, Bitcoin now functions as a core balance-sheet asset, not a tactical trade. The firm’s founder, Michael Saylor, teased with a post on X saying, “Big Orange.” The comments section reacted with overwhelmingly positive and bullish sentiments. This wasn’t a new purchase signal since no information followed that disclosure. Therefore, the post was emphasized more as a signal than an action—it reinforces scale and positioning. More broadly, Strategy’s approach reflects a wider institutional trend. Accumulation has become patient, long-term, and structurally embedded—underscoring deepening institutional conviction in Bitcoin. Bitcoin whales tighten supply Bitcoin inflows to Accumulation Addresses have risen steadily, and the trend has strengthened sharply since late 2024. Long-term holders continue to absorb supply with growing intensity. This behavior has now persisted for several months. Importantly, it mirrors earlier accumulation phases seen near major cycle inflection points. Several forces are driving this shift. First, ETF-related demand has tightened liquid supply. Next, macroeconomic uncertainty has pushed large holders toward hard assets. Source: X At the same time, declining exchange balances signal reduced sell-side pressure. Together, these dynamics encourage whales to accumulate rather than distribute. Historically, sustained inflows into accumulation addresses emerge when price trades near perceived…

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Filed under: News - @ January 13, 2026 5:26 am