TechFlow reports, July 11, CryptoQuant analyst Darkfost stated in a post that since October 2025, the market value of holdings of Bitcoin treasury companies has decreased from $396 billion to $272 billion, cumulatively shrinking by over $100 billion. Data shows that although these companies' Bitcoin holdings increased from 953,000 to the current 1.14 million, most Bitcoin reserves were accumulated at high price levels. November 2024 to October 2025 was the most aggressive buying phase for corporate reserve companies, during which Bitcoin prices were mainly in the $75,000 to $125,000 range, and at the current stage, the pace of accumulation has nearly stalled. Whether these enterprises will follow Strategy's example and choose to sell holdings at low positions is worth watching.
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