Strategy and Bitmine are bolstering their Bitcoin and Ethereum treasuries with massive new purchases, prioritizing a long-term view despite latent market losses.
This week, the digital financial ecosystem has witnessed a move that defies conventional wisdom regarding investment prudence. Amid a correction that has dragged Bitcoin and Ethereum to levels of $76.000 and $3.200 respectively, the world's two largest crypto escrows, Strategy and Bitmine, have decided to double down.
Far from succumbing to the panic that often accompanies "paper losses"—where the current market valuation falls below the average acquisition price—both firms have executed new purchase orders this week. For experts, these actions underscore an unwavering belief in the digital asset infrastructure, transforming what many see as a balance sheet crisis into an unprecedented strategic opportunity for institutional accumulation in 2026.
Accumulate Bitcoin and Ethereum: enter hereTwo giants who have long-term faith in Bitcoin and Ethereum
The current financial situation of Strategy and Bitmine presents a technical paradox that has caught the attention of Wall Street analysts. Both companies are currently operating at an unrealized loss; that is, the total amount invested to acquire their Bitcoin and Ethereum reserves exceeds the current market valuation of these assets. However, this scenario has not slowed their acquisition efforts.
Strategy, known for its perpetual accumulation philosophy, announced this week the addition of new batches of Bitcoin to its already massive reserves. As this publication reported, Michael Saylor, its president, said that the company Now owns 713.502 BTC, after adding 855 new bitcoins to its digital treasury.
Bitmine, for its part, has followed an identical path to Strategy, but within the Ethereum ecosystem. In its most recent update, Tom Lee's company reported holdings of 4,28 million ETH tokens, of which 2,87 million have been sent to the network staking.
The logic behind these companies' behavior is quite clear: both operate under the premise that the intrinsic value and utility of the blockchain networks in which they invest far outweigh the momentary price volatility. For these giants, the "average cost" is a long-term metric, and the current dips simply represent an opportunity to lower that average before the next expansion of the cycle.
Trade BTC and ETH from Bit2MeInstitutional resilience: Strategy and Bitmine reinforce their strength in times of pressure
Although these companies' shares have felt market pressure—in some cases trading at a discount to their Net Asset Value (NAV)—their capital structure offers flexibility that averts the threat of insolvency. Like veteran news programs that weather cyclical changes thanks to their solid operational foundation, these companies have protected their cash reserves.
Strategy, for example, holds the vast majority of its assets free of liens, meaning it faces no risk of forced sales or immediate margin calls. Its funding strategy, based on long-term convertible debt and cash reserves for dividends, allows it to navigate periods of turbulence without having to liquidate its valuable digital assets.
According to experts, this resilience is not only financial, but also operational: by controlling a significant portion of the circulating supply of their respective currencies, they position themselves as the ultimate custodians and validators of the new digital economy, using self-custody and staking, in the case of Bitmine, as value generation tools that are independent of the daily price.
Take advantage of the drop and buy cryptoCharting the digital financial future
The unfolding of this chapter in the history of crypto treasuries is providing a lesson in institutional conviction. Observing the behavior of Strategy and Bitmine, it's clear that their boards of directors aren't looking at the 24-hour candlestick chart, but rather at the global adoption map toward the end of the decade.
The aggressive accumulation of Bitcoin and Ethereum by these companies during market corrections is the hallmark of those seeking to dominate the market of the future, accepting present fluctuations as the necessary price to pay for securing a dominant position in tomorrow's financial infrastructure. These companies view current price volatility not as a threat, but as an opportunity to consolidate their positions and gain ground in the emerging decentralized financial structure.
Thus, while part of the market oscillates between uncertainty and skepticism, Strategy and Bitmine are moving forward decisively, building their digital power step by step, and strengthening the crypto infrastructure that is expanding at an institutional level.
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