🚨 Corporate Bitcoin accumulation may be entering a new phase.
Tony Parker’s Bitcoin Society has reportedly paused its BTC buying strategy after a rough Q1 2026 decline of nearly 20%, signaling that the “buy every dip” treasury approach is starting to face real pressure.
Unlike the ultra-aggressive model popularized by Strategy, the firm says current market conditions no longer support raising capital efficiently enough to continue expanding reserves.
The bigger issue? The treasury arbitrage engine is slowing down.
When stock premiums compress, companies lose the easy access to cheap funding that powered large-scale BTC accumulation in the first place. Without that momentum, the entire corporate Bitcoin flywheel becomes harder to sustain.
With BTC still trading under the $90K zone, analysts now believe a large portion of Bitcoin treasury firms could start struggling to maintain the model long term.