News about treasury companies

Analysts say corporate Bitcoin purchases could accelerate from late 2026 into 2027 if Bitcoin rallies, but investors are likely to be more selective about which treasury companies they fund rather than raising capital indiscriminately as in 2025. Strategy added a net 1,666 BTC in Q3, down from 83,901 BTC in Q2, while other public companies added a net 5,617 BTC versus 45,725 BTC in the previous quarter. Spot Bitcoin ETFs recorded $6.4 billion in net inflows in Q3, though US spot Bitcoin ETFs saw about $229 million in net outflows last week, their second consecutive week of withdrawals. Bitwise noted that a dozen companies that entered during the 2025 treasury boom sold their entire holdings, mostly to repay debt or return cash to shareholders after their stock premiums evaporated.