Strategy acquired 1,229 BTC during Dec. 22–28 for an aggregate $108.8 million funded by at-the-market equity sales, lifting its Bitcoin holdings to 672,497 BTC at a $74,997 average per coin. The firm recorded 41 purchase weeks in 2025, with major single buys of about 22,049 BTC, 21,021 BTC and 20,356 BTC earlier in the year.

Global macro analyst Luke Gromen reiterated in December 2025 that he remains bullish on currency debasement but is reducing near‑term Bitcoin risk. He told RiskReversal a move toward the $40,000 range in 2026 is possible, pointing to BTC’s underperformance versus gold, breaks below key moving averages, and market chatter around quantum computing.

On December 29, 2025, on-chain data from Glassnode indicated that Bitcoin wallets holding 1,000–10,000 BTC have been net accumulators as the price hovers in the $80k range, while holders with less than 1,000 BTC have been distributing. BTC traded at $87,738 and has ranged between $95k and $85k since the end of November.

Michael Saylor’s company Strategy, formerly MicroStrategy, acquired 1,229 BTC between December 22 and December 28, 2025 for about $108.8 million, lifting its holdings to roughly 672,497 BTC. The buy, funded through fresh share issuance, drew investor concern over dilution and came as both Bitcoin and Strategy’s stock finished 2025 near their lows.

On December 28, 2025, a public post by CryptosRus said 14 of the top 25 U.S. banks are building Bitcoin products. By December 29, 2025, signs of a measured pivot were visible, with institutions expanding ETF‑based access for high‑net‑worth clients while prioritizing trading exposure ahead of full custody.

On December 29, 2025, Bitcoin briefly rose to an intraday high near $90,299 before slipping back to around $86,717 and then recovering above $87,700. The move came amid thin holiday liquidity, weekly losses of about 2% and roughly $443 million in Bitcoin fund outflows, while XRP and Solana saw net inflows.

Bitcoin traded around $86,800 on Monday morning after fading a Sunday push above $90,000, per TradingView. An intraday snapshot showed WTI crude up about 1.77% and gold down about 1.74%, while a U.S. 10‑year rate gauge eased, reinforcing tighter financial conditions that could cap crypto.

On Monday, December 29, BlackRock transferred 2,201 BTC and 7,557 ETH to Coinbase, a move valued at more than $214 million at transaction-time prices. These sizeable Bitcoin and Ethereum deposits coincided with notable daily net outflows from BlackRock's IBIT and ETHA ETFs, aligning on-chain activity with declining fund assets.