strategy

According to Globenewswire, Lite Strategy (Nasdaq: LITS) announced its fiscal year performance for the year ending June 30, 2026. The company stated that fiscal year 2026 is its first full fiscal year after implementing the LTC treasury strategy, having invested $100 million to purchase over 900,000 LTC, and as of June 30, it holds 832,716 LTC, accounting for over 1% of the total LTC mined to date.In addition, the company has repurchased approximately 4.4 million LITS shares through its buyback program, representing about 12% of the outstanding shares; as of September 22, it has repurchased approximately 6.4 million shares, accounting for about 17% of the outstanding shares. The company also disclosed that since launching the LTC covered call option strategy, it has earned approximately $930,000 in option premium income as of September 22.

According to Lookonchain, Strategy transferred 3,568 BTC in the past 9 hours. Arkham analyst Emmett Gallic stated that these transactions were neither sales nor external transfers, but rather normal fund allocations within the Fidelity custody system.Fidelity treats all BTC deposited by clients as interchangeable assets and will transfer funds as needed. The relevant addresses have been marked as Fidelity addresses on Arkham.

According to BBX data, yesterday global US and European listed companies disclosed the latest official accounts regarding digital asset treasury allocation and secondary market increases, with the core updates as follows:BitMine's Ethereum holdings surpassed the milestone of 6 million coins, with total assets reaching 17.2 billion USD: Nasdaq-listed mining company BitMine disclosed that it increased its holdings by 17,362 Ethereum last week, pushing its total ETH holdings to a historic high of over 6 million coins. As of September 27, 2026, its total Ethereum holdings reached 6,001,302 ETH (approximately 4.9% of the total Ethereum supply). Since launching its ETH treasury strategy on June 30, 2025, the company has achieved continuous weekly increases in less than 15 months. Currently, the total value of cryptocurrencies, cash, and other investments held by BitMine is approximately 17.2 billion USD (including 672 million USD in cash and securities, 213 BTC, 180 million USD in Beast Industries equity, and a 115 million USD investment in Eightco Holdings). The staked Ethereum remains at 5,067,309 coins (84% of total holdings), corresponding to a value of approximately 13.7 billion USD, with an annualized staking yield of about 358 million USD.Strategy (NASDAQ: $MSTR) spent 142.7 million USD to buy 1,665 BTC, holding a total of 847,000 coins: According to the latest 8-K filing submitted by Strategy, the company purchased 1,665 Bitcoin at an average price of approximately 85,681 USD from September 21 to 27, totaling about 142.7 million USD. During the same period, the company sold 1,469,200 shares of MSTR common stock through its ATM program, raising approximately 246.2 million USD (of which 142.7 million USD was used to purchase Bitcoin and 103.5 million USD for repurchasing STRC preferred stock); additionally, it used 151.7 million USD to repurchase 1,534,500 shares of STRC preferred stock (including 103.5 million USD from ATM fundraising and 48.1 million USD in USD cash), leaving a remaining repurchase capacity of approximately 723.5 million USD. As of September 27, Strategy has accumulated 847,666 Bitcoin (with a total holding cost of approximately 63.95 billion USD, at an average price of approximately 75,437 USD), with a USD Reserve balance of 5.02 billion USD and a USD Cash balance of 1 billion USD.Strive (NASDAQ: $ASST) increased its holdings by 1,107 Bitcoin, raising total holdings to 27,462 coins: According to the 8-K filing submitted to the SEC, Strive purchased 1,107 Bitcoin at an average price of approximately 85,396 USD from September 21 to 25. As of September 25, Strive's total Bitcoin holdings reached 27,462 BTC. Additionally, its balance sheet holds 505,000 shares of Strategy STRC preferred stock (fair value approximately 49.76 million USD) and approximately 248.8 million USD in cash reserves.DeFi Development Corp (NASDAQ: $DFDV) increased its holdings by over 47,000 SOL, surpassing 2.53 million coins: According to documents submitted to the SEC, Solana treasury company DeFi Development Corp increased its holdings by 47,706 SOL and SOL equivalents from September 21 to 25. As of September 25, its total holdings reached 2,538,010 coins, representing a week-on-week growth of approximately 2%, continuously generating yield and liquidity deployment on-chain through staking and validating node networks.Capital B completed ATM fundraising, spending 970,000 Euros to increase holdings by 13 BTC: French Bitcoin treasury listed company Capital B (Euronext: $ALCAP) announced that it completed fundraising through an ATM equity financing plan signed with the well-known asset management firm TOBAM at a price of 5.68 Euros per share (approximately 6.44 USD), raising approximately 980,000 Euros (about 1.11 million USD). The company subsequently used approximately 970,000 Euros (about 1.1 million USD) in full to increase its holdings by 13 Bitcoin in the secondary market.

According to Lookonchain monitoring, in the past 9 hours, Strategy transferred 3,568 Bitcoins, worth 297 million dollars.

According to SoSoValue data, as of 8 AM Eastern Time on September 28, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $239 million, an increase of 30.4% compared to last week.Strategy (formerly MicroStrategy) purchased 1,665 Bitcoins last week at a price of $85,681, spending approximately $143 million, bringing its total holdings to 847,666 Bitcoins.The Japanese listed company Metaplanet did not purchase any Bitcoin last week, marking eleven consecutive weeks without a purchase.In addition, three other companies announced Bitcoin purchases or holdings last week. The French Bitcoin company Capital B announced on September 28 that it purchased 13 Bitcoins at a price of $85,693.40, bringing its total holdings to 3,538 Bitcoins; asset management company Strive announced on September 28 that it spent approximately $94.53 million last week to purchase 1,107 Bitcoins at a price of $85,396, bringing its total holdings to approximately 27,462 Bitcoins.As of the time of publication, the total amount of Bitcoin held by the listed companies worldwide (excluding mining companies) is 1,159,755 Bitcoins, an increase of 0.32% compared to last week, with a current market value of approximately $9.674 billion, accounting for 5.7% of Bitcoin's circulating market value.

According to the 8-K document submitted by Strategy to the SEC, the company purchased 1,665 bitcoins at an average price of approximately $85,681 from September 21 to 27, 2026, totaling about $142.7 million.During the same period, the company sold 1,469,200 shares of MSTR common stock through its ATM program, raising approximately $246.2 million, of which $142.7 million was used to purchase bitcoins and $103.5 million was used to repurchase STRC preferred stock; additionally, $151.7 million was used to repurchase 1,534,500 shares of STRC preferred stock (of which $103.5 million came from ATM fundraising and $48.1 million from USD Cash), leaving a remaining balance of approximately $723.5 million for the preferred stock repurchase program.As of September 27, Strategy held a total of 847,666 bitcoins, with a total holding cost of approximately $63.95 billion, at an average price of about $75,437. The balance of USD Reserve is $5.02 billion, and the balance of USD Cash is $1 billion.

Strategy announced that the special shareholders' meeting is scheduled to be held online on October 28 at 10:00 AM (Eastern Time), with the record date for stock ownership set for September 25, where common stock shareholders will vote.Previously, Strategy indicated that it plans to change the dividends for STRF, STRC, STRK, and STRD to be accrued daily, and related matters will be voted on at this shareholders' meeting.

Michael Saylor, the founder and executive chairman of Bitcoin Strategy Company, has once again released information related to Bitcoin Tracker, with the caption "Even more orange."According to previous patterns, Strategy usually discloses changes in Bitcoin holdings the day after relevant news is released.

Strategy and Strive collectively increased their holdings by 2,305 Bitcoins this week, reaching 846,000 and 26,355 coins respectively. All listed companies hold a total of 1,273,000 BTC, with Strategy ranking first among listed companies in terms of coin holdings, and Strive making it into the top five.

Founder of Strategy Michael Saylor posted that Strategy plans to adjust the dividend mechanism for STRF, STRC, STRK, and STRD, intending to accrue dividends daily, including weekends and holidays, and pay them on the next business day.Saylor stated that this proposed adjustment will not change the economic terms of the relevant securities, and the main goal is to enhance price stability, liquidity, and market demand.

According to The Block, Ethena is incorporating tokenized U.S. stocks and Binance stock perpetual contracts into the foundational trading support strategy of USDe. Among them, Binance bStocks will serve as the tokenized spot support asset, while Ethena will hedge through Binance stock perpetual contracts to maintain Delta neutrality.The Ethena Risk Committee has previously approved the inclusion of tokenized stock foundational trading into the allocation strategy. Ethena stated that the open interest of Binance stock perpetual contracts has currently exceeded $2.9 billion, with a monthly average compound growth rate of 105% this year, and the average annualized return of stock foundational trading over the past six months has been 3.56%; the company expects that as more stock market assets go on-chain, the opportunity size of stock perpetual contracts will ultimately significantly exceed that of the cryptocurrency perpetual contract market.Guy Young, founder of Ethena Labs, stated that this is the most important expansion of its funding mechanism since the launch of USDe.

French semiconductor company Sequans Communications has sold its last 314 bitcoins, completing its exit from the bitcoin reserve strategy, having previously held over 3,200 BTC. Sequans stated that this exit was conducted after the redemption of convertible bonds completed in May, allowing it to refocus on its core cellular IoT and software-defined radio business.Sequans CEO Georges Karam stated that the company used the proceeds from the bitcoin sales to pay off convertible bonds and strengthen its balance sheet. Currently, Sequans holds no cryptocurrency and has no outstanding debts other than government-funded R&D obligations. Sequans launched its bitcoin reserve strategy in June 2025, announcing a $384 million equity security and convertible secured bond issuance, with Karam at the time calling bitcoin a primary asset and an attractive long-term investment.The company began to reduce its holdings less than six months later, selling 970 BTC in November to redeem half of the convertible bonds. By May 2026, Sequans indicated that it would no longer pursue the reserve strategy and would gradually liquidate the remaining bitcoins. During the 2026 crypto bear market, an increasing number of digital asset reserve companies abandoned or scaled back their accumulation strategies. VanEck's head of digital asset research, Matthew Sigel, noted at the end of July that at least nine companies had completely liquidated or abandoned their bitcoin and cryptocurrency reserve strategies in 2026.

Bitwise announced the launch of the Bitwise Premium+ RWA Vault (PPLUS) on the Ember Protocol. PPLUS holds a curated portfolio of real-world assets (RWA) and employs a leveraged strategy, targeting a net yield of over 10%.Its assets include PST from Huma Finance, sUSDai from USDai, and PRIME from HastraFi, corresponding to cross-border payment financing, AI GPU loans, and tokenized debt secured by high-quality residential equity, respectively.It is reported that Bitwise is responsible for the strategy design of assets, positions, and leverage parameters, while Ember is responsible for vault operations and trade execution. PPLUS is open only to non-U.S. persons, and Bitwise warns that the vault involves leveraged credit strategies, and deposited assets may face the risk of partial or total loss.

Bitcoin Treasuries posted on platform X that BlackRock's iShares (IGV) ETF disclosed an increase in its holdings of Bitcoin reserve company Strategy by 123,472 shares, valued at 19.5 million dollars.Currently, the ETF holds a total of 1.76 million shares of Strategy, valued at 280 million dollars.

The periodic trading report disclosed by the U.S. Office of Government Ethics (OGE) states that Trump reported purchasing Class A shares of Coinbase worth between $1,001 and $15,000 on July 24, and on July 24 and 27, he purchased Class A shares of Strategy worth between $1,001 and $15,000 and $50,000 to $100,000, respectively. The report also shows that he previously sold Class A shares of Strategy worth between $1,001 and $15,000 on July 8.The report further indicates that on July 29, Trump sold shares of the Bitcoin mining companies CleanSpark and MARA worth between $15,000 and $50,000. The White House has previously responded multiple times, stating that Trump's stock and bond investment portfolio is managed independently by third-party financial institutions, and Trump and his family cannot instruct, influence, or provide opinions on specific investments and trading timings.

According to Fortune, MoonPay announced the acquisition of North Capital Investment Technology, a brokerage service company based in Utah, USA, which provides custody, secondary market trading, and asset tokenization services for debt, equity, and other assets.MoonPay did not disclose the transaction amount, but sources familiar with the matter revealed that the deal is an all-stock transaction valued at over $60 million. North Capital holds several licenses related to the U.S. Securities and Exchange Commission (SEC), including broker-dealer, alternative trading system (ATS), transfer agent, and investment advisor licenses. MoonPay plans to leverage this to expand its tokenization business for stocks and more.

On September 23, according to Bitcoin Treasuries, the latest ethics disclosure document (OGE Form 278-T) from U.S. President Trump shows that his account purchased shares of Bitcoin Treasury company Strategy Inc. (MSTR) on July 24 and 27, with amounts ranging from $1,001 to $15,000 and $50,001 to $100,000, respectively. The report states that the timing of the purchases coincided with MSTR being at a low point for 2026, and since July 24, the stock has risen approximately 83%.The White House stated that the aforementioned holdings are managed by a third-party institution with full delegation, and Trump himself does not participate in trading decisions. The relevant holdings are disclosed in his capacity as a beneficiary. Previously, his account had also bought and sold Strategy stock multiple times, selling a total of $16,002 to $65,000 in June, and the two new buy orders in this disclosure are additional trading records from the July window period.

According to BBX data, last week, publicly listed companies in the US and Hong Kong disclosed the latest official accounts regarding digital asset treasury allocation and secondary market increases. The core updates are as follows:Strategy (NASDAQ: $MSTR) used cash to increase its holdings by 950 BTC, bringing the total to 846,000: According to the latest 8-K filing submitted by Strategy, the company utilized its own USD cash reserves to purchase 950 bitcoins at an average price of approximately $79,670 from September 14 to 20, 2026, totaling about $75.7 million. During the same period, the company did not sell any shares through its ATM program and spent $174 million to repurchase 1.7712 million shares of STRC preferred stock. As of September 20, Strategy held a total of 846,000 bitcoins (with a total holding cost of approximately $63.8 billion, at an average price of about $75,416); its USD reserve balance was $5.04 billion, and USD cash balance was $1.05 billion.Strive (NASDAQ: $ASST) increased its holdings by 1,355 bitcoins, surpassing 26,000: According to the 8-K filing submitted by Strive to the SEC, the company purchased 1,355 bitcoins at an average price of approximately $79,475 from September 14 to 18. As of September 18, Strive's total bitcoin holdings rose to 26,355 BTC. Additionally, its balance sheet also held 505,000 shares of Strategy STRC preferred stock (with a fair value of approximately $49.75 million) and about $229.6 million in cash reserves.BitMine increased its holdings by 27,000 ETH last week, with total holdings valued at $17.1 billion: Nasdaq-listed mining company BitMine disclosed that it increased its holdings by 27,562 Ethereum in the secondary market last week. As of September 20, 2026, its total Ethereum holdings reached 5,983,940 ETH (approximately 4.9% of the total supply of Ethereum). Currently, the total value of the cryptocurrencies, cash, and investment assets held by the company is approximately $17.1 billion (including $714 million in cash and securities, 212 BTC, $180 million in Beast Industries equity, and $105 million in Eightco investments). The number of staked Ethereum remains at 5,067,309 (85% of total holdings), valued at approximately $13.6 billion, with a current annualized staking yield of about $357 million.DeFi Development Corp (NASDAQ: $DFDV) significantly increased its holdings by over 100,000 SOL: According to documents submitted to the SEC, Solana treasury company DeFi Development Corp increased its holdings by 101,381 SOL and SOL equivalents from September 14 to 18. As of September 18, its total holdings reached 2,490,304, a week-on-week increase of about 4%. The company stated that the SOL held in the treasury will be comprehensively deployed through on-chain staking, operating validation nodes, and decentralized treasury infrastructure.Boyaa Interactive (00434.HK) spent over $11.5 million to increase its holdings by 152 BTC: Hong Kong-listed gaming company Boyaa Interactive announced that it used idle cash reserves generated from its daily operations to purchase 152 bitcoins at an average price of $75,899, totaling approximately $11.56 million (about HKD 90.63 million). As of the announcement date, Boyaa Interactive's balance sheet held a total of 4,468 bitcoins, with an average holding cost of approximately $68,543.

The "whale" stated in a post on platform X, "Bitcoin has surpassed $85,000 today. I have always said that when the Strategy is to continue buying, it is definitely an important signal."