MARA Holdings said a transfer of 1,292 BTC, worth roughly $98.6 million at the time, represented Bitcoin returned from a loan through FalconX rather than a new purchase. On-chain analytics flagged the incoming coins at an implied average price of about $76,347 per BTC, prompting several media reports that the company had expanded its treasury. Robert Samuels, MARA's VP of Investor Relations, clarified on September 17, 2026, that no Bitcoin had been bought that day. It was the second such correction in 2026, after a reported 1,000 BTC addition in June was also identified as returned loan collateral. As of June 30, MARA held 35,577 BTC, including 9,270 BTC tied up as collateral for outstanding loans. During the first half of 2026, the company sold between 20,880 and 23,093 BTC for roughly $1.5 billion to $1.63 billion, using the proceeds to strengthen its balance sheet, reduce debt and support a shift toward artificial intelligence and high-performance computing infrastructure.