According to @Andre_Dragosch, bitcoin treasury company holdings are making new all-time highs, indicating ongoing corporate accumulation of BTC. Source: André Dragosch on X, Jan 9, 2026. This observation challenges narratives about imminent selling by Michael Saylor, as aggregate treasury balances are rising rather than declining. Source: André Dragosch on X, Jan 9, 2026. For trading, the reported rise in corporate BTC balances highlights an accumulation trend to monitor when assessing spot flow dynamics and potential liquidity conditions. Source: André Dragosch on X, Jan 9, 2026.

According to the source, a corporate buyer deployed $116 million into Bitcoin (BTC) to start 2026 while emphasizing that purchasing BTC is not its only priority this year (source). For traders, the source-backed evidence of continued corporate accumulation supports near-term spot demand, but the stated broader capital priorities suggest buy programs may be intermittent rather than constant, favoring tactical, range-focused strategies over assumptions of a persistent buywall (source). Any follow-on disclosures from the firm about timing or scope of additional purchases would be key catalysts for BTC volatility and liquidity conditions, per the source’s report (source).

According to @Andre_Dragosch, MicroStrategy’s latest weekly BTC purchase was the largest since July 2025, indicating this week’s buy size exceeded all intervening weeks through early December 2025, source: @Andre_Dragosch on X, Dec 8, 2025. For traders, this confirms a week-over-week acceleration in corporate BTC accumulation pace at MSTR, a data point that can inform assessments of near-term spot demand concentration, source: @Andre_Dragosch on X, Dec 8, 2025.

According to Francisco Rodrigues, Bitcoin (BTC) is trading near $105,000 with a 1.4% drop in 24 hours, as markets navigate Middle East tensions heightened by Trump's comments labeling Iran's leader an 'easy target,' which raised U.S. intervention odds to 73% according to Polymarket data. Corporate accumulation, such as Strategy adding over 10,000 BTC and The Blockchain Group adding 182 BTC, is underpinning demand, while the Senate's approval of the GENIUS Act for stablecoin regulation signals a structural win. Traders are focused on the Fed's interest rate decision, expected to hold steady, with QCP Capital analysts noting BTC's resilience despite geopolitical risks.