MSTR's Bitcoin Accumulation Strategy Surpasses MARA's Holdings by 11 Times

Written by Emily J. Thompson, Senior Investment Analyst

Source: stocktwits

Updated: Jan 14 2026

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Source: stocktwits

Corporate Bitcoin Holdings: Strategy Holdings dominates corporate Bitcoin holdings, accounting for 62.05% of all corporate Bitcoin, with a total of 687,410 BTC, significantly outpacing MARA Holdings by 1,191% in accumulation over the past six months.
Increase in Bitcoin Accumulation: Corporate Bitcoin treasuries have added approximately 260,000 BTC in the last six months, surpassing the new mining supply by about three to one, indicating a growing demand from both public and private companies.
Market Sentiment and Stock Performance: Strategy Holdings' stock closed at $172.99, reflecting a 6% increase, while MARA Holdings saw a rise to $10.95, up 2.82%. Retail sentiment around both companies has shifted from extremely bullish to neutral territory.
Future Projections: Following the 2024 halving, the block subsidy will reduce to 3.125 BTC, with an average of 450 BTC mined per day, suggesting a tightening supply-demand dynamic in the Bitcoin market.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.