This Trump-linked firm is hoarding Bitcoin instead of selling: What’s the play?

ambcryptoPubblicato 2026-01-28Pubblicato ultima volta 2026-01-28

Introduzione

American Bitcoin Corp. (ABTC)), a mining company backed by Donald Trump's sons, has reached a significant milestone by accumulating 5,846 BTC (worth approximately $514.5 million), making it the 18th largest corporate Bitcoin holder globally. This reflects a strategic shift from simply mining Bitcoin to holding it long-term and buying more on the open market, mirroring the "buy the dip" strategy of other major holders. This approach sets ABTC apart from traditional miners who often sell their holdings. The company's growth contrasts with the financial struggles of another Trump-linked firm, Trump Media & Technology Group, which reported significant losses. If ABTC continues to grow its reserves, it could help offset those losses in the eyes of investors.

In a recent episode, American Bitcoin Corp. (ABTC), the mining company backed by Donald Trump Jr. and Eric Trump, has crossed a major milestone.

As per data from Arkham, the firm now holds 5,846 BTC in its reserve, worth about $514.5 million at current prices.

Following this move, ABTC now ranks 18th among the largest corporate Bitcoin [BTC] holders globally, signaling a clear shift in strategy.

This highlights how the company is no longer focused only on mining Bitcoin but on building a long-term balance sheet centered on Bitcoin ownership.

Is ABTC buying the dip?

As Bitcoin is still recovering from its October 2025 all-time high of $124,500, trading near $89,700, ABTC’s strategy suggests that it’s no longer driven by short-term price levels.

Instead, it mirrors the long-term accumulation approach and ‘buy the dip’ agendas used by companies like Strategy.

Rather than selling mined Bitcoin to cover costs, the company is holding onto it and also buying more from the open market.

This puts ABTC in a different category than traditional miners, many of whom regularly liquidate their holdings.

What’s more?

ABTC now sits alongside firms like Galaxy Digital and Tesla, while surpassing many older mining companies that still rely on selling Bitcoin to stay profitable.

Unfortunately, ABTC’s rise comes at a time when another Trump-linked company is struggling. Trump Media & Technology Group recently reported a $54.8 million net loss in Q3 2025.

Revenue fell slightly to under $1 million, while legal costs surged past $20 million. Additionally, Truth Social also continues to operate at a loss with no clear path to profitability yet.

Therefore, if ABTC continues growing its Bitcoin reserves and manages to break into the top 10 corporate holders in 2026, investors may begin to see those losses at Trump Media as less damaging.


Final Thoughts

  • The company’s strategy suggests that Bitcoin accumulation now matters more than short-term operating margins.
  • Entering the top 20 places ABTC in the same conversation as established institutional Bitcoin holders.

Domande pertinenti

QWhat is the name of the Trump-linked Bitcoin mining company mentioned in the article, and how much Bitcoin does it currently hold?

AThe company is American Bitcoin Corp. (ABTC). It currently holds 5,846 BTC, worth approximately $514.5 million.

QHow does ABTC's strategy differ from that of traditional Bitcoin miners?

AUnlike traditional miners who often sell their mined Bitcoin to cover operational costs, ABTC is holding onto its mined Bitcoin and also buying more from the open market, focusing on long-term accumulation rather than short-term profitability.

QWhat major milestone did ABTC recently achieve in terms of its position among corporate Bitcoin holders?

AABTC has become the 18th largest corporate Bitcoin holder globally.

QWhat was the performance of Trump Media & Technology Group, another Trump-linked company, as mentioned in the article?

ATrump Media & Technology Group reported a net loss of $54.8 million in Q3 2025, with revenue falling to under $1 million and legal costs surging past $20 million.

QWhat is the suggested long-term benefit for investors if ABTC continues its current strategy?

AIf ABTC continues to grow its Bitcoin reserves and breaks into the top 10 corporate holders, investors may view the losses at the struggling Trump Media & Technology Group as less damaging to the overall value of Trump-linked ventures.

Letture associate

Goldman Sachs: July Smashes Through Crowded Trades, U.S. Stock Bull Market Not Broken but Harder to Navigate

Goldman Sachs: July Sees Crowded Trades Unwound, U.S. Bull Market Intact but Getting Tougher. The U.S. stock market in July did not see an index-level crash, but rather a significant unwinding of speculative positions. While the S&P 500 remained stable—trading within a narrow 3.5% range and staying within 2% of its high—underlying market dynamics were volatile. Heavily crowded trades, particularly in high-momentum tech, AI-linked stocks, and Asian strategies, faced severe pressure and forced deleveraging. Data indicates this was a meaningful cleanse, not a minor adjustment. Global tech exposure saw its largest sell-off in over five years, leverage in Korean equity ETFs plummeted, and Goldman's prime brokerage recorded the largest gross exposure reduction since late 2022. Leverage on momentum factors among fundamental long/short clients fell to the 28th percentile of its one-year range. The AI trade narrative shifted from pure potential to a focus on tangible returns. While Meta failed to show clear AI monetization, Microsoft and Amazon provided evidence that massive capital expenditure is translating into scalable revenue and product growth, preventing a blanket sell-off of the AI sector. The Federal Reserve's more opaque communication style and volatility in long-end Treasury yields have introduced new friction, particularly for rate-sensitive growth and tech stocks. The broader outlook for U.S. equities remains favorable, supported by a strong economy, robust earnings, and substantial AI capital expenditure. However, risk/reward is no longer cheap, and the market's upward elasticity has weakened. The Nasdaq 100's trajectory—up 12% year-to-date despite significant pullbacks—illustrates that the bull trend persists but the path is becoming more difficult. The key lesson from July is that the market no longer rewards crowded, highly leveraged trades, requiring more disciplined and liquid portfolio approaches.

marsbit3 h fa

Goldman Sachs: July Smashes Through Crowded Trades, U.S. Stock Bull Market Not Broken but Harder to Navigate

marsbit3 h fa

Trading

Spot
活动图片