The main dishes to remember:
- Arkham linked 70,816 BTC worth $ 7.6 billion to the strategy, increasing its assets identified with $ 54.5 billion.
- The results contradict Michael Saylor’s warnings concerning the disclosure of portfolio addresses due to security risks.
- The strategy has slowed down its Bitcoin purchases as MSTR’s withdrawals and competition in corporate BTC holdings are increasing.
Arkham Intelligence has linked more than $ 7.6 billion in Bitcoin to strategy, the company formerly known as microstrategy.
In a recent article, the blockchain analysis company said it has identified wallet addresses with 70,816 BTC linked to the company, despite the resistance of the public of its co -founder and executive president, Michael Saylor, to disclose such information.
“Saylor said he would never reveal his addresses. So we did it,” wrote Arkham.
Bitcoin Holdings of the strategy is now set at $ 54.5 billion, ARKHAM explains
If the data is correct, the new portfolios bring $ 54.5 billion in the strategy of strategy to $ 54.5 billion, which represents around 87.5% of the company’s total BTC reserves, according to Arkham’s analysis.
The revelation directly thwarts the recent remarks of Saylor to Bitcoin 2025 in Las Vegas, where he warned against wallet addresses.
“No analyst in institutional security or business security thinks that it is a good idea to publish all the portfolio addresses so that you can be traced in both directions,” said Saylor.
He argued that the transparency of the activity of the portfolio creates long -term vulnerabilities, including tracing transactions and predictive behavioral analysis.
Saylor also suggested using AI to simulate attack scenarios, warning that technology could generate “50 pages” of potential risk only from the exposure of portfolio addresses.
While blockchain files are intrinsically public, the identification of the real owner behind an address is often speculative.
Arkham’s conclusions are under an increased examination of its portfolio labeling methods, with previous identification allegations, such as those of the CEO of Mantra, John Mullin, who denied Arkham’s assertions when the token of the platform is collapsed.
The strategy seems to soften its pace of Bitcoin acquisitions, according to a report by K33 Research.
The company, led by the co-founder Michael Saylor, remains the biggest holder of Bitcoin, but his recent rate of purchase has cooled in relation to the frantic purchase seen last November.
In its latest file, the strategy revealed that it has bought 4,020 BTC between May 19 and 25 for $ 427.1 million, using the product of its $ 21 billion in the market (ATM).
However, the capital raised of the program slowed down. Only $ 348.7 million was deployed during this week, compared to $ 705.7 million in the previous week and $ 1.31 billion in early May.
K33, the research manager, Vetle Lunde attributes the deceleration to two key factors: a decreased bonus for MSTR shares compared to the company’s Bitcoin holders and intensification of competition between companies entering the space of the Bitcoin Treasury.
Meanwhile, Jeff Walton, Strategy analyst, said the company could one day become the best listed company in the world.
Walton thinks that the unprecedented exhibition of the company in Bitcoin, which recently crossed $ 111,000, gives it a unique advantage.
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