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The breadth of the unrealized hit puts public-company Bitcoin exposure under mark-to-market pressure across the cohort.
The dilution machine is breaking. Two years of buy-buy-buy lifted treasury stocks; now shareholders are selling the equity because the math stopped working.
The sales landed after two collateral calls in 2026 and with some loans able to liquidate inside 12 hours, a reminder that treasury-BTC balance sheets carry leverage few investors price in.
Strategy sat out for the first time in months, but the broader public-company accumulation trend didn't break — four smaller buyers picked up the slack with 612 BTC, worth roughly $47.5M.
Public companies collectively held 1.15 million BTC at the close of Q1 2026, a 4.6% increase from the prior quarter…
Strategy CEO Phong Le frames Bitcoin as superior-return neutral infrastructure, while Blockstream's Adam Back sketches a coming wave of Bitcoin-native public companies built around it.
Glassnode
CryptoSlate
WuBlockchain
CoinTelegraph