Strategy Reduces Bitcoin Purchases in Preparation for Bear Market
CryptoQuant reports that Strategy, a prominent bitcoin accumulation firm, has significantly reduced its bitcoin purchases as of December 2025, preparing for a prolonged bear market. This strategic adjustment hints at broader bearish sentiment, impacting Bitcoin's accumulation dynamics and market behavior, potentially affecting related cryptocurrencies indirectly.
Strategic Shift in Accumulation
Strategy has reduced its bitcoin purchases substantially, moving from acquiring 134,000 BTC monthly during the 2024 high to merely 135 BTC in December 2025. This shift signals preparation for a forecasted prolonged bear market. The firm has strategically cut its purchase, responding to market dynamics. A $1.44 billion cash reserve is established, aiming to cover 24 months of market downturn.
These moves directly impact BTC, influencing its market dynamics. As a major bitcoin accumulator, any change in Strategy's buying behavior sends ripples through the bitcoin accumulation landscape. The financial strategy suggests risk mitigation amid predicted bearish trends. CryptoQuant’s data highlights reduced purchase activity, coinciding with declines in the Bull Score Index, pointing to market turbulence.
Market Outlook and Price Predictions
"If the bear market continues, bitcoin prices may trade between $70,000 and $55,000," aligning with observed strategic shifts, says Julio Moreno, Head of Research at CryptoQuant.
The adjustments in Strategy's activities reflect a broader market sentiment and economic volatility. Historical trends show similar reductions occur during bear markets. Data indicates potential bitcoin prices between $70,000 and $55,000. This supports a conservative strategy to withstand prolonged downturns.
Analysis of Market Trends
We are witnessing a structural shift in Strategy’s bitcoin accumulation plans, coinciding with bitcoin’s largest price decline of 2025 and unusual drops in their Bull Score Index, according to CryptoQuant Analysts.