Institutional investors expand strategy bitcoin holdings as Strategy and Cardone Capital buy the dip

Institutional appetite for crypto assets is rising again, with strategy bitcoin holdings drawing attention after fresh purchases from major US players.

Strategy expands its corporate Bitcoin treasury

Strategy, the enterprise software company and largest corporate holder of Bitcoin, has acquired an additional 22,305 BTC for its treasury at an average price of $95,284 per coin, according to its latest disclosure.

In a statement shared on social media, Michael Saylor said: “Strategy has acquired 22,305 BTC for ~$2.13 billion at ~$95,284 per bitcoin. As of 1/19/2026, we hodl 709,715 $BTC acquired for ~$53.92 billion at ~$75,979 per bitcoin.” The comment underscores the company’s long-term conviction.

The latest purchase was funded by approximately $2.1 billion in net proceeds raised through the sale of common stock and preferred stock under the company's at-the-market (ATM) offering. Moreover, the move signals continued institutional bitcoin accumulation despite near-term market turbulence.

As a result of the new buy, Strategy now holds a total of 709,715 BTC worth nearly $65 billion, reinforcing its role as the largest company bitcoin treasury globally. However, the aggressive accumulation strategy continues to tie the firm's equity performance closely to the crypto market.

Shares of Strategy dropped about 5% in premarket trading following the announcement. Historically, the firm's stock has been viewed by institutional investors as a liquid proxy for gaining Bitcoin exposure without taking on direct custody risks.

Cardone Capital adds to Bitcoin exposure

In parallel with Strategy's move, Cardone Capital is also buying the Bitcoin dip. The US real estate investment firm is adding $10 million in BTC to its portfolio, founder and CEO Grant Cardone said in a Monday statement.

“CardoneCapital is adding another $10M in BTC to our real estate hybrid model. We are long term holders of both institutional best in class real estate & BTC,” Cardone wrote, highlighting the firm's real estate crypto hybrid approach. That said, the company remains primarily focused on income-producing property assets.

The latest cardone capital bitcoin allocation expands its hybrid investment model, which combines institutional-grade real estate with selected crypto assets. Moreover, it reflects a belief that digital assets can enhance returns over a multi-year horizon when paired with traditional cash-flow strategies.

Market backdrop and Bitcoin price action

The fresh round of corporate buying comes amid notable bitcoin price volatility. Over the weekend, the leading cryptocurrency fell from above $95,000 to below $92,000 on Sunday, as traders reacted to rising tensions between the US and several European countries over the Greenland issue.

At press time, Bitcoin was trading at $93,184, down 2% over the past 24 hours, according to CoinGecko. However, the renewed buying from Strategy and Cardone Capital suggests that some large investors still view these drawdowns as attractive entry points.

Grant Cardone has a track record of purchasing BTC during market dips, following a strategy of acquiring the asset below what he views as fair market value. In this context, the latest strategy bitcoin holdings announcement from Strategy aligns with a broader narrative of long-term corporate accumulation despite short-term macro and geopolitical uncertainty.

Both companies are effectively using market weakness to scale exposure, with Strategy leveraging ATM offering proceeds and Cardone Capital relying on its hybrid real estate model. Taken together, these moves highlight how listed corporations and private investment firms are increasingly integrating Bitcoin into diversified portfolios.

In summary, Strategy's multibillion-dollar Bitcoin purchase and Cardone Capital's $10 million allocation underscore growing institutional comfort with digital assets, even as prices fluctuate sharply and macro risks remain elevated.