#比特币储备战略 Last week, corporate treasury data was organized, and several signals are worth noting.

The main tone of Bitcoin reserve strategy remains unchanged—looking at concentration, many listed companies continue to increase their BTC holdings, with H100 holding 1,046 coins and Bitdeer nearly 2,000 coins. These are long-term signals, not short-term fluctuations. The key is that the allocation logic has shifted from tentative to structured: no longer simply "adding a bit," but clearly setting increase targets, developing roadmaps, and establishing periodic replenishment mechanisms.

An interesting trend in ETH is the scaling of staking. BitMine's 4,110,525 ETH in scale, continuous addition of 44,463 ETH, and explicit plans for staking services in 2026 indicate that enterprises have moved from mere holding to extracting yield. Although ZEC has a smaller volume, Cypherpunk's goal to reach 5% of circulating supply reflects a differentiated allocation logic for privacy assets.

From an on-chain perspective, the inflow of funds into this wave of enterprise-level allocations is more sustainable. This is not driven by sentiment but by decision-making at the financial statement level, implying that institutional awareness has formed a consensus—cryptographic assets are evolving from "alternative investments" to "strategic reserves."

Short-term price fluctuations may still depend on macro rhythms, but based on the sustained increase in corporate treasury holdings, the demand-side support for BTC is gradually solidifying.