Strategy Dominates Corporate Bitcoin Buying With 97.5% of January Net Purchases

Strategy has cemented its position as the dominant force in corporate Bitcoin adoption, accounting for 97.5% of net additions among public companies during January 2026, according to BitcoinTreasuries.net's latest report.

The company purchased 40,150 BTC last month, bringing its total holdings to 712,647 BTC by month's end. This activity represented 93% of all gross public-company purchases and single-handedly restored sector-wide accumulation to levels not seen since late summer ^[1].

Public companies collectively hold approximately 1.13 million BTC, with Strategy controlling nearly two-thirds of that amount. The firm has outlined a seven-year treasury strategy projecting 2.5x growth in Bitcoin per share by 2032, positioning itself as a long-term holder betting on BTC as a reserve asset ^[1].

Beyond the concentration story, corporate adoption continues expanding geographically. Since October 2025, twenty-one new treasury holders emerged across South Korea, the United States, China, Japan, and Canada, contributing roughly 880 BTC ^[1].

Meanwhile, Bitcoin miners turned net sellers in January, with the sector losing 290.9 BTC as companies like Riot and Bitdeer reduced positions. Mining firms currently hold around 124,833 BTC, representing about 11% of total public-company holdings ^[1].

The treasury strategy faces challenges as Bitcoin recently fell below $65,000 in early February, pushing treasury-focused stocks down 30-35% ^[1].