The treasury company continued to diverge this week.
Last week, I just wrote about the three routes: Strategy, Strive, and BitMine. Looking again today, the directions are clearer.
Strategy: Fix the financing side first
BTC remains at 845,050 coins, not a single one added, but instead spent $139 million to repurchase STRC, while retaining about $6.4 billion in reserve assets.
Strive: Continue expanding BTC positions
Last week bought another 469 BTC, bringing total holdings to 25,000 coins. This round of financing is 100% from SATA, with a very direct route: continue financing, continue buying coins.
BitMine: Continue buying ETH and also let ETH generate yield
Last week increased holdings by 27,180 ETH, total holdings at 5.956 million coins, about 4.9% of the supply; about 85% of which has been staked, with an annualized staking income of about $334 million.
Before, it was about who bought more.
Now it’s about who can keep their financing machine running longer.
This is only an observation of public data and does not constitute investment advice.
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
