#比特币机构配置与囤积 Strategy has bought over 10,000 Bitcoins for two consecutive weeks, and this signal is worth paying attention to. Last week, they increased holdings by 10,645 coins at an average price of $92,098, adding to the 10,624 coins from the previous week, totaling 21,269 coins bought in the first two weeks of December. From a cost perspective, the current price has a premium of about 23% over their average cost of $74,972, indicating that institutions are still confidently allocating at high levels, which suggests a very stable outlook for the market.

The key lies in the holding structure—671,268 Bitcoins with a total cost of $50.33 billion. Such an institution, during periods of FUD, increasing their holdings in the opposite direction often indicates that the strong party in the chip game is locking in supply. Continuous accumulation rather than reduction suggests they are not hedging risks but expanding their positions amid volatility.

This kind of behavior usually influences market expectations. The accumulation trend of large investors directly affects liquidity and price support, making it worthwhile to follow their weekly disclosures to see how long this rhythm can be maintained.