Four signals, one glance.
Updated 2026-09-07.
Sovereign reserves
630,180 BTC76tailwind6 states hold ~630,180 BTC as reserves; 2 more have announced or proposed legislation. Sovereign demand is structural and policy-led, so it tends to precede flows.
Network hashrate
1,045.4 EH/s63tailwindNetwork hashrate is ~1045.4 EH/s, +5.4% over 30 days. Rising hashrate reflects growing miner commitment and network security; sustained trends can precede price (not yet backtested).
Corporate treasuries
1,293,205 BTC57tailwind180 public companies hold ~1,293,205 BTC (top: Strategy, 845,050 BTC). Corporate treasury accumulation is structural institutional demand; the trend strengthens as history accrues. Strategy (MSTR) trades at an observable ~0.742x mNAV — its equity value vs the value of its 845,050 BTC (quote 2026-09-04); reported as a number only, not a valuation judgement.
CoinGecko — public company Bitcoin treasuries · Stooq — MSTR.US equity quote
Hiring velocity
355 open roles54neutralTracked Bitcoin/crypto-infra firms have 355 open roles, +10 vs 30 days ago (+2.9%). Teams staff up before they ship and grow; rising hiring may be an early demand tell (predictive value not yet backtested).
Block careers · River careers · Gemini careers · BitGo careers · Fireblocks careers