Bitcoin Q4: Treasuries Slow Down, but Giants Quietly Accumulate
As the year 2025 is almost coming to an end, bitcoin seems to be going through an unexpected phase. According to data, fewer companies are integrating the flagship crypto asset into their balance sheets. However, heavyweights in the sector are accelerating accumulation. More details below!
In brief
- Bitcoin adoption is slowing among companies, but giants are quietly intensifying their accumulation.
- Strategy continues to invest massively in bitcoin, while others sell or reduce their exposure.
Bitcoin: a corporate adoption that is slowing sharply
The fourth quarter marks a turning point for the adoption of bitcoin in companies. According to reports, only 9 new companies have integrated this digital asset into their corporate treasury (compared to 53 in the previous quarter). This decline adds to a disengagement movement observed in several countries.
Despite this, the overall numbers remain significant. In 2025, 117 companies hold bitcoin in their digital portfolio. This represents a total of 1 million BTC, equivalent to 4.7% of the global supply. Bitcoin ETFs add 1.49 million BTC. This strengthens bitcoin holdings by increasingly influential financial actors.
However, some companies are retreating. This is notably the case for Metaplanet, which has not strengthened its position for two months. This generally indicates a repositioning, often linked to crypto market volatility and liquidity needs.
Strategy continues investing in BTC while altcoins fall
While some sell, others double down on commitment. This mainly refers to Strategy, which invested 962 million dollars in bitcoin this December.
This accumulation contrasts with massive disengagement in other crypto assets. ETH purchases, for example, drop by 81% between August and November. BitMine notably goes from 2.6 billion dollars to only 296 million dollars of ETH.
On the XRP side, Evernorth Holdings shows 80 million dollars in unrealized losses after a 950 million dollar operation.
These figures highlight an important fact: bitcoin remains the benchmark asset for institutional investors, despite the turmoil in the crypto market. This development could well redefine balances in transactions as well as upcoming investment strategies.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
The Convergence of Social Justice and Renewable Energy Implementation in Developing Economies
- IEA data shows emerging markets need $45B/year by 2030 to achieve universal clean energy access, with Africa and Asia facing the greatest demand. - Renewable projects in low-income regions demonstrate nonlinear ESG impacts, with solar microgrids directly reducing energy poverty for 600M+ Africans. - PIDG's $27M guarantees mobilized $270M in African renewables, proving blended finance models can de-risk investments while creating 200-300MW capacity. - Kenya's M-KOPA and Indonesia's JETP showcase scalable
Stanford’s top journalist challenges Silicon Valley’s startup scene, calling out its obsession with wealth
PENGU Token Experiences Rapid Growth: Could This Signal the Onset of a Bullish Trend in Cryptocurrency?
- PENGU token's 25% surge since Nov 2025 sparks debate over altcoin revival vs speculative frenzy. - Technical indicators show mixed signals with bullish patterns but bearish RSI divergence and compressed Bollinger Bands. - Whale accumulation and $4.3M institutional inflows contrast with broader altcoin weakness (ETH -27%, SOL -31%). - Upcoming 41% supply unlock on Dec 17 poses $288M selling pressure risk amid fragile market conditions. - Token's future depends on sustaining institutional support, navigati
Clean Energy Market Fluidity: How REsurety's CleanTrade Platform is Transforming the Industry
- REsurety's CleanTrade platform, CFTC-approved as a SEF, standardizes trading of VPPAs, PPAs, and RECs to boost clean energy liquidity. - By aligning with ICE-like regulations and offering real-time pricing, it reduces counterparty risks and bridges traditional/renewable energy markets. - The platform achieved $16B in notional volume within two months, signaling maturing markets where clean assets gain institutional traction. - CleanTrade's analytics combat greenwashing while streamlining transactions, en
Trending news
MoreCrypto prices
More
