Interesting phenomenon recently—over the past 12 hours, two suspicious accounts on the Polymarket prediction market have wagered a total of $20,000, all betting that a major company will sell Bitcoin in 2026. One of these accounts is even brand new, which is quite notable.

But the story here is actually the opposite. According to the latest disclosures, the company has shown no signs of selling; instead, it has been continuously increasing its holdings. Recently, it added 1,287 Bitcoins, bringing its total holdings to 673,783 Bitcoins.

This is quite intriguing—on one side, mysterious bets in the prediction market; on the other, real on-chain holdings are growing. Is the market participant just speculating, or has someone really come across some insider information? But based on the data, the company's actions seem quite determined.