According to CNBC, Twenty One CEO Jack Mallers said the BTC treasury company intends to acquire as much Bitcoin as possible, signaling an ongoing accumulation strategy by the firm (CNBC). According to CNBC, Mallers added that the company already holds roughly 4 billion US dollars worth of BTC, positioning it among large institutional buyers in spot markets (CNBC). According to CNBC, the interview indicates further BTC purchases are planned, representing additional buy-side demand that is directly tied to the firm’s stated strategy (CNBC).

According to @CoinMarketCap, Bernstein analysts state that Bitcoin's four-year cycle is over and BTC is now in an elongated bull cycle. According to @CoinMarketCap, the analysts add that sustained institutional buying is offsetting retail panic selling.

According to the source, Twenty One Capital CEO Jack Mallers stated on Dec 9, 2025 that the firm intends to buy "as much Bitcoin as we possibly can," indicating an explicit BTC accumulation mandate from management (source: Jack Mallers CEO statement via social media clip, Dec 9, 2025). For traders, the stated plan points to potential concentrated spot demand from an institution; monitor BTC spot volumes, large block prints, and funding rate shifts to gauge execution progress and liquidity impact (source: trading analysis based on the CEO statement, Dec 9, 2025).

According to @lookonchain, the total stablecoin market cap increased by $2.45B during Dec 1–7, 2025, indicating fresh on-chain liquidity relevant for BTC and ETH trading, source: Lookonchain weekly report dated Dec 8, 2025. @lookonchain reports that DEX spot and perpetual futures trading volumes rose week-over-week alongside higher protocol revenues, highlighting stronger on-chain activity that can tighten spreads and improve price discovery, source: Lookonchain. @lookonchain states that nine public companies collectively added 11,260.51 BTC (~$1.02B) to their holdings last week, reinforcing institutional bitcoin demand at current levels, source: Lookonchain. @lookonchain adds that Tom Lee’s Bitmine purchased 138,452 ETH (~$434.74M) last week and now holds 3,864,951 ETH (~$12.13B), underscoring concentrated whale accumulation in ETH, source: Lookonchain. @lookonchain notes two long-dormant wallets reactivated after 14+ years and moved 2,000 BTC (~$178M) to new addresses, a flow that traders track for potential legacy supply, source: Lookonchain. @lookonchain also highlights that the whale wallet 0xBC64 bought $35.7M across 12 assets during the dip and moved funds on-chain, signaling dip-buying behavior, source: Lookonchain. Based on @lookonchain’s data, traders may view rising stablecoin liquidity and DEX volumes as tailwinds for BTC and ETH, while heavy ETH whale accumulation points to potential ETH relative strength, source: Lookonchain. Based on @lookonchain’s alert on reactivated BTC wallets, traders may monitor for possible supply overhang from older coins near resistance, source: Lookonchain.

According to @cas_abbe, the Coinbase Bitcoin premium flipped positive, which he interprets as institutional buying pressure entering BTC after a sharp sentiment swing, source: @cas_abbe on X, Dec 3, 2025. He is watching for the premium to remain positive for 1–2 weeks while BTC holds above 90,000 dollars as validation of trend strength, source: @cas_abbe on X, Dec 3, 2025. If both conditions are met, he projects a rally toward 103,000 to 105,000 dollars within the month, source: @cas_abbe on X, Dec 3, 2025. He frames this as a trading setup centered on monitoring the Coinbase premium and the 90,000 dollar level for confirmation, source: @cas_abbe on X, Dec 3, 2025.

According to @OnchainLens, Strategy (formerly MicroStrategy) purchased 8,178 BTC for $835.6 million at an average price of $102,171 per BTC. Source: @OnchainLens. This lifts its total BTC holdings to 649,870 BTC with an aggregate cost of approximately $48.37 billion and an all-in average cost of $74,433 per BTC. Source: @OnchainLens. Based on the reported figures, the new tranche raises the stack by about 1.27% versus the prior balance (approx. 641,692 BTC) and was executed roughly 37% above the firm’s overall average cost. Source: @OnchainLens.

According to WatcherGuru, Michael Saylor's Strategy bought 8,178 Bitcoin valued at 835 million. Source: WatcherGuru on X, Nov 17 2025. The reported totals imply an average entry price of roughly 102,100 per BTC based on 835,000,000 divided by 8,178. Source: calculation from figures reported by WatcherGuru on X, Nov 17 2025. The post does not specify execution venue, timing, or whether this refers to MicroStrategy or a separate entity, stating only Strategy. Source: WatcherGuru on X, Nov 17 2025. Traders may reference the implied 102K zone as a calculated cost basis level tied to this reported accumulation. Source: figures reported by WatcherGuru on X, Nov 17 2025.

According to @ki_young_ju, even Harvard economists are buying Bitcoin, highlighting institutional participation in BTC. Source: X post by @ki_young_ju on Nov 15, 2025 (twitter.com/ki_young_ju/status/1989539928645026295). He referenced a related post by Eric Balchunas on X. Source: x.com/EricBalchunas/status/1989493893742657785.

According to @lookonchain, Anchorage Digital received 4,094 BTC (about $405 million) over the past 9 hours from Coinbase, Cumberland, Galaxy Digital, and Wintermute, with the transfers referenced via Arkham Intelligence’s Anchorage Digital entity explorer as the on-chain source. According to @lookonchain, these exchange and market-maker to custodian flows indicate institutions are buying the dip.

According to @StockMKTNewz, Cathie Wood and ARK Invest bought 242,347 additional shares of Bitmine (BMNR) today. Source: @StockMKTNewz, Nov 14, 2025. According to @StockMKTNewz, the post specifies the share count and timing (today) but does not disclose price, execution venue, or ARK’s total position size. Source: @StockMKTNewz, Nov 14, 2025.

According to @StockMKTNewz, Cathie Wood and ARK Invest bought 353,328 shares of Circle (CRCL) today, representing a direct addition to ARK’s CRCL holdings, source: @StockMKTNewz. Circle is the issuer of the USDC dollar stablecoin that is widely used across crypto trading pairs on major exchanges, anchoring CRCL’s relevance to the stablecoin infrastructure that underpins crypto market liquidity, source: Circle; source: Coinbase.

According to @CoinMarketCap, Michael Saylor's firm purchased an additional 487 BTC, lifting its reported Bitcoin holdings to 641,692 BTC. According to @CoinMarketCap, the position is valued at over $67 billion.

According to the source, a social-media post claims MicroStrategy purchased 487 BTC for about $49.9 million; this requires verification via MicroStrategy Investor Relations, SEC EDGAR company filings, or Michael Saylor’s official X account before acting on it (sources: MicroStrategy Investor Relations; SEC EDGAR; Michael Saylor on X). If and when an 8-K, press release, or official post confirms the buy, traders can time entries using the confirmation timestamp and monitor BTC spot flows and MSTR’s reactiveness for short-term momentum opportunities (sources: MicroStrategy press releases archive; SEC EDGAR; official corporate disclosures).

According to @StockMKTNewz, Cathie Wood’s ARK Invest bought additional shares of BMNR today, indicating fresh institutional accumulation on Nov 7, 2025, source: @StockMKTNewz on X. The post cites a TreasuryEdge update on X that corroborates the same-day BMNR purchase activity, supporting the flow-based read for traders, source: TreasuryEdge via @StockMKTNewz on X. The cited update does not disclose trade size, execution price, or venue, which limits precise position-sizing and execution analysis for intraday strategies, source: @StockMKTNewz on X. The source does not mention any cryptocurrencies, and it provides no direct read-through to BTC or ETH from this stock-specific update, source: @StockMKTNewz on X.

According to @caprioleio, institutional buying of BTC is drying up and the Treasury Company flywheel is slowing alongside an mNAV collapse, source: @caprioleio on X, Nov 5, 2025. The author adds that long-term holders are selling and suggests that fears of quantum computing breaking Bitcoin ahead of other encrypted systems may be discounting BTC’s long-term value, source: @caprioleio on X, Nov 5, 2025. The post calls for upgrading Bitcoin to be quantum-resistant as soon as possible, source: @caprioleio on X, Nov 5, 2025.

According to @caprioleio, Bitcoin is down about $10,000 and he warns traders to exit when institutional buying stops, directing users to a live Institutional Buying Daily Rate to monitor demand strength (source: @caprioleio on X, Nov 4, 2025; source: Capriole.com). For trade risk management, monitor the Capriole Institutional Buying Daily Rate for slowdowns or negative readings as a risk off signal for BTC exposure per the author’s guidance (source: @caprioleio on X; source: Capriole.com). The shared link leads to Capriole’s Bitcoin Treasuries Institutional Buying Daily Rate chart, which provides a live view of institutional accumulation activity for Bitcoin tracking purposes (source: Capriole.com).

According to @jessepollak, Coinbase increased its Ethereum (ETH) holdings by 11,933 ETH in Q3 and is continuing to buy more, stating the firm is long Ethereum; source: https://twitter.com/jessepollak/status/1984068343721292162

According to @Ashcryptoreal, BlackRock has purchased $111.7 million worth of ETH and $73.6 million worth of BTC, implying the reported ETH buy is roughly 1.52 times the BTC notional, source: @Ashcryptoreal. According to @Ashcryptoreal, the post does not provide transaction identifiers, ETF creation/redemption data, or regulatory filings, so traders should seek independent confirmation before positioning, source: @Ashcryptoreal. Based on this report by @Ashcryptoreal, traders can attempt to validate by monitoring ETH/BTC cross performance, spot exchange netflows, futures open interest and funding, and any daily flow disclosures tied to BlackRock crypto products to assess whether institutional demand is materializing, source: @Ashcryptoreal.

According to @caprioleio, he appeared on BTC_Archive to discuss a $19B BTC liquidation, massive institutional buying, the quantum threat to cryptography, the death of the traditional Bitcoin cycle, and his six-month market outlook, with a full interview linked for details, source: @caprioleio on X, Oct 20, 2025, and the linked YouTube interview. These topics were explicitly highlighted by @caprioleio as the focus of the session, providing traders with a consolidated set of near-term and structural drivers to review, source: @caprioleio on X, Oct 20, 2025, and the linked YouTube interview.

According to @caprioleio, he appeared on BTC_Archive last week to discuss a 19B liquidation event, heavy institutional buying, the quantum threat to Bitcoin, the end of the traditional Bitcoin cycle narrative, and a 6-month BTC market outlook, underscoring key drivers for traders to watch. Source: Charles Edwards @caprioleio on X, Oct 20, 2025, https://twitter.com/caprioleio/status/1980130861149532484. For trading relevance, the post centers on liquidation risk management, tracking institutional accumulation signals, and medium-term catalysts that could influence BTC volatility and price discovery over the next six months. Source: Charles Edwards @caprioleio on X, Oct 20, 2025, https://twitter.com/caprioleio/status/1980130861149532484. The author provided a link to the full discussion for detailed context and analysis. Source: Charles Edwards @caprioleio on X, Oct 20, 2025, https://lnkd.in/gn-CQS4k.