Analysts told Cointelegraph that corporate Bitcoin buying could accelerate toward the end of 2026 and into 2027 if Bitcoin rallies, but investors would likely be more selective about which treasury companies they finance. Bitwise’s Ryan Rasmussen reported a broad slowdown in Q3: Strategy added a net 1,666 BTC, down from 83,901 BTC in Q2, while other public companies added 5,617 BTC, down from 45,725 BTC.
Bitfinex’s Jag Kooner said renewed buying could follow if treasury companies again trade at premiums to the value of their Bitcoin holdings, making share-funded purchases more attractive. He expects established companies to attract capital first and said a broad wave of new listings would likely come only late in a rally. Rasmussen said spot Bitcoin ETFs had $6.4 billion in net inflows in Q3, suggesting a possible source of demand without another corporate buying boom; Kooner cautioned that some ETF activity can unwind quickly.
