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.
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My name is Ariela, and I am 31 years old. I have been working in the field of web writing for 7 years now. I only discovered trading and cryptocurrency a few years ago, but it is a universe that greatly interests me. The topics covered on the platform allow me to learn more. A singer in my spare time, I also cultivate a great passion for music and reading (and animals!)
The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.