MicroStrategy’s Bitcoin dominance falls in October as rivals grow their treasuries

Published at 2025-11-12 17:15:51

MicroStrategy continues to hold the top corporate position in Bitcoin reserves, but its proportional dominance eased in October after the company slowed new purchases. The drop isn’t because MicroStrategy sold large amounts; rather, a wave of other corporations and institutional buyers increased their allocations, diluting the firm’s relative share of total corporate-held BTC.

Why it matters: a more distributed corporate ownership base can change liquidity dynamics and reduce any single firm’s influence on market narratives. For investors, the development signals that corporate treasury strategy is becoming a broader trend rather than MicroStrategy’s outlier play, potentially stabilizing institutional demand while increasing competition for future accumulation windows.

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Morgan Stanley has named Coinbase and BNY Mellon to custody and administer its proposed Bitcoin Trust; BNY Mellon will act as administrator, transfer agent and cash custodian. The move pairs a major bank with a leading crypto custodian as Morgan Stanley advances a spot-Bitcoin offering for clients.

BitcoinBNY MellonCustodyCoinbaseMorgan StanleyETF

Published at 2026-03-04 12:15:21

STRC Stock Signals 1,000 BTC Buy in Biggest One‑Day Issuance Since July

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InstitutionalBitcoinAccumulationSTRCMarket Volume

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Leopold Aschenbrenner’s Situational Awareness LP disclosed $5.52 billion in equity exposure concentrated in power infrastructure, data centers and Bitcoin mining companies, an SEC filing shows. The rapid build-up in under a year signals rising institutional conviction in mining and related infrastructure.

DataCentersBitcoinHedgeFundsEnergyInfrastructureBitcoinMiningSEC

Published at 2026-03-04 10:30:46

Paraguay Turns 1,500 Seized Rigs Into State-Led Bitcoin Mining Program

Paraguay’s state utility ANDE will relaunch 1,500 confiscated Bitcoin mining rigs in partnership with Morphware, running them on surplus hydroelectric power under direct government supervision. The program aims to repurpose seized equipment and generate public revenue while testing a state-run mining model.

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Published at 2026-03-04 09:00:16

U.S. Executes First 2026 Bitcoin Transfer From Government Wallet Amid Iran Crisis

On March 3, 2026, U.S. federal authorities moved a small amount of Bitcoin from a government-controlled wallet, the first blockchain-recorded Bitcoin transaction by the U.S. this year. The transfer was logged on-chain amid heightened tensions around Iran.