2026-01-01 15:23:49

During the 2025 New Year period, a series of moves by the leading stablecoin Tether are worth the market's careful consideration. The company has accumulated 8,888 BTC in the short term, pushing its disclosed holdings beyond 96,000 BTC, currently ranking fifth among global Bitcoin addresses.

What is even more noteworthy is the deeper logic behind its asset allocation. Tether continuously converts 15% of its quarterly profits into Bitcoin, which is no longer a short-term trading activity but a clear long-term asset strategy. At the same time, on the traditional asset side, the company added 26 tons of physical gold holdings in Q3 2025, bringing the total to 116 tons, ranking it among the top 30 global gold holders.

To put it more plainly: Tether is building a dual reserve framework of "digital assets + physical assets." There are several implications behind this choice.

**First, it reflects market sentiment.** Institutions that control core liquidity in the crypto ecosystem are voting with real funds, which directly indicates optimism about Bitcoin's medium-term prospects.

**Second, it provides narrative support.** Tether's balance sheet simultaneously offers concrete evidence for the viewpoints of "Bitcoin as digital gold" and "gold as the ultimate store of value."

**Third, ecosystem applications are expanding.** Some Bitcoin has been injected into its joint ventures for collateralized lending and other scenarios, meaning Bitcoin is no longer just a hoarded asset but is gradually evolving into an income-generating asset.

While traditional financial markets are still discussing the pace of interest rate cuts, leading institutions in the crypto space are already expressing their judgment in the most direct way—continuous buying. In the market of 2026, these early decisions may have a more pronounced impact.

BTC1.19%

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StakeHouseDirector

· 9h ago

Tether's move, to put it simply, is demonstrating what true faith looks like through action. 96,000 BTC, and they're all ready. --- I think the most aggressive move isn't buying BTC, but stacking gold and Bitcoin together, a double insurance strategy. --- Quarterly profits of 15% continuously converted into BTC? This guy really considers himself a Bitcoin fund. --- Wait, is Tether now playing with yield-bearing Bitcoin? Does this mean BTC is about to generate cash flow? --- Huh, traditional finance is still talking about interest rate cuts, but they've already voted with their wallets. The scale difference is huge. --- 116 tons of gold entering the top 30 globally... now that's asset allocation, not something retail investors can understand. --- Suddenly realizing, Tether is now the central bank of the crypto world. Watching how it operates will show us the direction for 2026. --- Even stacking gold shows they don't trust anything else, and in the end, they'll have to return to precious metals. That's hilarious.

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FallingLeaf

· 9h ago

Alright, Tether's move is quite clever, with BTC and gold double insurance. What are they hinting at? --- 96,000 BTC, the fifth largest in the world... This pace really isn't just testing the market. --- 15% profit every quarter in BTC? Is this guy really optimistic or just endorsing his stablecoin? --- Digital gold plus physical gold, sounds like they're boosting their asset sheet—smart move. --- Continuous buying is the best answer, much more convincing than just talking. --- Wait, is BTC already turning into an income-generating asset? Who will bear this risk? --- Tether is playing a big game; 2026 might see a big change. --- 116 tons of gold, and they act like it's nothing. Is this really a stablecoin company? --- Basically, they're telling you, stop messing around—just buy BTC and gold.

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GetRichLeek

· 9h ago

Damn, Tether's move this time is really ruthless, locking up 96,000 BTC directly. I just want to know how much ammo this guy still has... Quarterly 15% profit transferred to BTC, isn't this a clear signal for us to buy the dip? Alright, I believe it, and went all in again. Gold + BTC dual allocation, this combo is indeed perfect. It feels like the traditional finance folks are still sleeping. Where's the promised technical support? Why does it still fall after I buy? On-chain data is lying to me? With Tether's move, if there's no market trend by 2026, I'll really be financially wiped out. Just give me one more year, oh heavens.

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