TechFlow news: On March 26, according to monitoring data from CryptoQuant, enterprise-level BTC reserve demand is currently driven almost entirely by Strategy alone.
Over the past 30 days, Strategy has accumulated approximately 45,000 BTC, while all other enterprises combined purchased only about 1,000 BTC—a year-on-year decline of roughly 99%. Participation from other institutions has sharply contracted. In terms of holding concentration, Strategy currently holds approximately 76% of all enterprise Bitcoin reserves, indicating an extremely high degree of concentration in holdings among a single entity. CryptoQuant notes that there is no broad-based enterprise-level BTC demand in the current market, and the overall institutional participation landscape exhibits pronounced structural imbalance.
