Corporate Bitcoin holdings hit 1.13M BTC despite 6.4% price dip: Report

Bitcoin [BTC] treasuries, led by Michael Saylor’s Technique, scooped up 494,000 BTC in 2025, bringing their collective holdings to 1.13 million cash. 

In line with Bitcoin For Firms (BFC), company treasury companies scaled holdings regardless of BTC closing 2025 within the purple, down 6.4%, and underperforming each asset class, together with silver and gold. 

Supply: X/BitcoinForCorps

The report added that though main Bitcoin buys slowed later in 2025 as market correction deepened, the treasury companies didn’t offload their stash. In truth, total holdings climbed steadily, as proven by the chart. 

In line with BFC, capital elevating for BTC by the treasuries shifted to most popular shares or the so-called ‘digital credit score’ that provides variable rates of interest. 

In truth, Technique deployed 5 of its most popular shares, which have since surpassed its convertible debt choices, thereby decreasing total chapter danger. Metaplanet additionally unveiled Mars and Mercury, whereas Attempt issued SATA most popular inventory to advance its capital-raising warfare chest. 

Treasuries hit 5% of whole BTC provide

General, the newly deployed mechanics allowed the company treasury companies to scale their holdings to five.1% of the whole BTC provide, in response to Bitbo data. Out of this, Technique represents two-thirds, or about 3.3%, at 709,715 BTC. 

Supply: BitBo

In distinction, ETFs management 7.1% or practically 1.5 million BTC as of early 2026, underscoring their lead in institutional demand. This has made the BTC worth extraordinarily delicate to ETF flows. 

The collective demand from treasury companies and ETFs, as tracked by the 30-day common Obvious Demand Development (ADG) metric, has been damaging since December. This meant that even when treasury companies elevated their holdings, the potential sell-off from ETFs may drag the market. 

Supply: CryptoQuant

In truth, even the promoting stress from long-term holders (LTHs) or traders who’ve held BTC for greater than 5 months had eased considerably previously few months (blue line).

However the ADG remained damaging, underscoring that regular ETF demand had but to choose up momentum.  

Within the Q2 2025 bull run, the explosive restoration from $74K to over $120K occurred when the Obvious Demand Development metric turned optimistic (inexperienced bars). Put in another way, the BTC worth might stay muted beneath $100k till total demand improves.  

Ultimate Ideas 

• BTC treasuries crossed 1 million cash, reaching 5% of the whole BTC provide 
• Obvious Demand Development has remained damaging since December and continues to say no, suggesting extended worth weak point for BTC.