#比特币机构配置与囤积 Looking at Strategy's recent position movements, the continuous two-week net increase of over 10,000 BTC is noteworthy.

Here's a summary of the data: In the first two weeks of December, a total of 21,269 BTC were added, with average costs of $90,615 and $92,098 respectively, slightly below the current price. As of the 14th, the total holdings stand at 671,268 BTC, with a cumulative cost of $50.33 billion.

A few detailed observations: First, the pace of accumulation remains steady despite market doubts about institutional allocations, indicating that major institutions have clear medium-term price expectations. Second, the average price difference over the two weeks is minimal, suggesting this is not impulsive buying but a planned, phased deployment. Lastly, a holding of 671K BTC is already among the top-tier in institutions, and sustained increased allocation at this scale can indeed positively influence market sentiment.

However, caution is needed: large-scale accumulation often becomes a market focus. If the market experiences a correction, the reduction in holdings by these leading institutions could signal new risks. In the short term, this accumulation behavior appears positive, but ongoing monitoring of subsequent cost changes and whether holdings continue to expand is essential.