5.1 Investments 企业比特币买入力度为挖矿的三倍，六个月内增持26万枚BTC，总持有量达约111万枚BTC，Strategy以687,410枚BTC居首。
过去六个月，企业比特币金库累计增持了26万枚BTC，是同期新挖矿数量（约8.2万枚BTC）的三倍。这一激增使企业持有量从约85.4万枚BTC上升至约111万枚BTC，涨幅达30%。最大企业持有者Strategy拥有687,410枚BTC，占所有企业比特币的60%，价值约655亿美元。MARA Holdings以53,250枚BTC位居其后。现货比特币ETF也推高了需求，美国现货比特币ETF在2025年净流入近220亿美元，自2024年1月推出以来持续买入超过100%的新增供应。2026年初ETF流入表现不一，净流入略超5亿美元。现有持有者愿意出售，抑制了价格急剧上涨，但若供应减少，需求失衡可能加剧。少数公司集中增持，标志着比特币供应格局发生重大变化。
Companies Are Buying Bitcoin At Triple the Rate of New Coin Supply
Corporate Bitcoin Treasuries Add 260,000 BTC in Six Months, Outpacing New Supply
Bitcoin’s New Power Buyers: Companies Bought 3 Times What Miners Produced
Bitcoin Treasury Buying Outpaces Supply: A 3-to-1 Advantage
Corporate Bitcoin Buying Exceeds Mining Supply by 3-to-1 Ratio
Companies Add Bitcoin at Triple the Mining Pace
Crypto treasury buying outpaces Bitcoin supply at 3-to-1
Corporate Bitcoin Accumulation Skyrockets, Outpacing New Supply by a Staggering 3x
Bitcoin News Today: Corporate Bitcoin Treasuries Buy BTC at 3× the Mining Supply as Demand Accelerates
