According to a recent report, Strategy — the largest corporate holder of Bitcoin — has significantly reduced its Bitcoin accumulation efforts in 2025, prompting warnings the company is bracing for a prolonged bear market.
What’s happening to Strategy Bitcoin
Data from blockchain-analytics provider CryptoQuant reveals that Strategy’s monthly BTC purchases have dropped sharply — from a peak of around 134,000 BTC in 2024 to just about 9,100 BTC in November 2025.
The dramatic slowdown suggests the firm may be anticipating further downside in Bitcoin prices. To safeguard balance sheets and meet obligations, Strategy has reportedly built a substantial cash reserve, providing a financial buffer in case of extended market weakness.
Implications for Bitcoin holders and crypto markets
This pullback from one of the largest institutional buyers in crypto sends a cautionary signal. Leveraged or sentiment-driven investing — already fragile amid volatility — could suffer further if influential players like Strategy reduce accumulation or begin liquidating holdings.
For long-term investors, the situation highlights the importance of prudent risk management. Relying on macro-level buyers for market stability may no longer be a reliable strategy. Instead, diversified holdings or staggered entry methods — reducing dependence on short-term institutional behaviour — could help cushion against sharp market swings.
Conclusion
With Strategy’s Bitcoin buying drastically scaled down, the narrative of steady corporate accumulation appears to be breaking. For the broader market, this retreat may mark the start of a bearish phase where supply-side demand shrinks — potentially putting downward pressure on BTC valuations in the near to mid term.
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