Michael Saylor said he is "buying Bitcoin right now" in his latest remarks. The statement underscores his ongoing accumulation of Bitcoin as disclosed in real time.

MARA Holdings, the largest publicly traded Bitcoin miner, revised its treasury policy in 2025 to allow discretionary sales of Bitcoin reserves for business purposes, according to a recent SEC filing. The company holds 53,822 BTC, worth approximately $4.7 billion at year-end prices of $87,498 per BTC and just over $3.6 billion at current prices, having purchased 4,267 BTC at an average $111,034 and mined 8,799 BTC in 2025 amid post-halving margin pressure and a reported $422.2 million fair-value decline tied to price volatility. MARA deploys 9,377 BTC in loans, 5,938 BTC as collateral and roughly 28% of reserves in lending, trading or collateral arrangements that generated $32.1 million in interest income in 2025, alongside $5.3 billion in cash and cash equivalents. The miner operated about 490,000 machines with 66.4 exahashes per second of hashrate and nearly 1.9 gigawatts of energy capacity at year-end 2025, incurred $179 million in energy costs, and said the updated policy provides flexibility to buy or sell Bitcoin based on market conditions, capital requirements and its expansion into artificial intelligence and high-performance computing.

A total of 2,267 BTC valued at $153,268,612 was transferred from Coinbase to an unidentified wallet address. The transaction represents a significant outflow of Bitcoin from the centralized exchange.

Bitcoin long-term holders accumulated 212,000 BTC over the past 30 days as the asset corrected nearly 15%, slipping to $60,000 on Feb. 6 before stabilizing around the mid-$60,000 range, CryptoQuant data show. The cohort's purchases are worth over $14 billion at current prices, reflecting renewed accumulation as selling pressure eased. Separately, Bitcoin ETFs bought $1.5 billion of BTC in the past five trading days, including a $458.2 million net inflow yesterday, while retail traders have exited positions rapidly since the October top at $126,200 even as 17 of the 25 largest Bitcoin ETF holders increased their exposure.

Several publicly listed bitcoin miners are increasingly liquidating BTC reserves to finance a strategic move into artificial intelligence（AI） infrastructure as mining margins have been eroded, with prices around $66,000, roughly 50% below October's all-time high. IREN and Bitdeer Technologies have reduced their holdings to 0 BTC, while Core Scientific cut its balance from 2,537 BTC at the end of 2025 to about 630 BTC after selling $175 million of bitcoin, and Cipher Digital lowered its stash from 2,284 BTC to 1,500 BTC by divesting a 49% stake in three joint ventures for roughly $40 million in stock. Riot Platforms has treated bitcoin primarily as a funding source, selling all monthly production, liquidating nearly 1,100 BTC to finance the Rockdale acquisition, and offloading $200 million worth of bitcoin in the final two months of 2025, leaving it with 18,005 BTC versus a 19,368-coin peak, while Bitfarms' CEO Ben Gagnon has said "We are no longer a Bitcoin company," as the firm cut holdings from 3,301 BTC to 1,827 BTC to focus on AI infrastructure. In contrast, TeraWulf maintains 15 BTC, Cipher Digital still holds 1,500 BTC, Hut 8 keeps 13,696 BTC with exposure expected to shift toward its equity stake in American Bitcoin（ABTC） holding 6,039 BTC, MARA Holdings retains 53,822 BTC with a more flexible HODL policy, and CleanSpark manages 13,513 BTC as productive capital through monetization, covered calls and potential bitcoin-backed credit lines.

ProCap Financial disclosed this week in the United States that it purchased 450 Bitcoin as prices retreated from record highs, lifting its total holdings to 5,457 Bitcoin and aligning with its stated treasury and capital strategy. The company also reported repurchasing 782,408 common shares on Nasdaq under ticker BRR over the past 10 days at what it described as a significant discount to net asset value, and said the NAV discount narrowed during that period. ProCap, which calls itself the first publicly traded agentic finance firm founded in 2025 and says it has raised more than $750 million from investors, added that it plans to continue buybacks while the discount to NAV remains meaningful and currently has 82,640,367 basic shares outstanding. The update came after Michael Saylor's firm Strategy acquired 3,015 Bitcoin for $204.1 million, while analyst Milk Road noted Bitcoin has logged five consecutive red months, a pattern it said previously preceded a sharp rebound, according to its historical analysis.

MARA, the second-largest public holder of BTC, amended its 2026 digital asset strategy to permit selling bitcoin held on its balance sheet, expanding on its 2025 framework that only allowed sales of newly mined BTC, according to the disclosure. As of Dec. 31, 2025, the company held 53,822 BTC valued at $4.7B, including 9,377 BTC on loan and 5,938 BTC pledged as collateral for $350M in credit facilities. The loaned bitcoin generated $32.1M in interest income, while MARA also reported a $422.2M fair value decrease on its bitcoin position in 2025 due to lower market prices.

A U.S. government-held wallet transferred 0.0378 BTC, worth approximately $2,520, on May 15, onchain data show. The small transfer size suggests a possible test transaction that may precede a larger move, according to @lookonchain. Arkham Intelligence confirmed the onchain movement.