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Bhutan Extends Bitcoin Drawdown With $11.85 Million Transfer as 2026 Outflows Reach $42.5 Million

Repeated routing to known counterparties signals a planned treasury operation rather than distress.

Overview

  • Arkham Intelligence tracked a 175 BTC move on March 9–10 from wallets tied to Druk Holding and Investments to a previously used receiving address.
  • Transfers this year total roughly $42.5 million, including February sends of 184 BTC, about 200 BTC to QCP Capital, and a $1.5 million USDT deposit to a Binance hot wallet.
  • Bhutan’s holdings have declined to about 5,400 BTC worth roughly $374 million, down 58% from a late‑2024 peak near 13,000 BTC as both sales and price drops reduced value.
  • Most of the state’s reserve was mined using surplus hydropower, giving an effectively near‑zero cost basis that makes the ongoing sales net revenue.
  • Officials have said proceeds fund healthcare, environmental programs, and public salaries, and the government has pledged up to 10,000 BTC toward the Gelephu Mindfulness City project.