NewsMV
The flow picture for $BTC's corporate treasury cohort points to an accumulation pace that has slowed sharply.
Three months of buying across the group totaled just 5,900 coins, the price fell below $80,000, and holdings stayed at an unrealized loss throughout as fresh capital inflows dwindled.
The 5,900-coin total is the quarter's key number for this cohort.
Corporate treasury positions sitting in unrealized loss carry their own friction when it comes to adding exposure, and the compressed inflow data reflects that condition: with existing holdings underwater, the case for fresh allocation competes against the balance-sheet reality visible in any quarterly filing.
Keep reading