According to newly announced data, public companies are Bitcoin in the second quarter of 2025 $106,629.81 In his accumulation, the stock market investment funds (ETF) left behind for the third time. Bitcoin Treasuries data showed that public companies have purchased approximately 131,000 Bitcoin during this period, which meant an increase of 18 %compared to the previous quarter. In the same period, Bitcoin accumulation of ETFs was 8 %, ie around 111,000 Bitcoin.
Why do companies accumulate Bitcoin?
Nick Marie’s research chairman of Ecoinometrics associates companies’ accumulation of Bitcoin with the desire to increase investor value. He says that the corporate investors who invest in Bitcoin through ETFs act for different reasons. Marie says that some companies have accumulated Bitcoin independent of the price, and the main purpose is to make the company’s share attractive.
Nick Marie: “For them, it is not important that the price is high or low, the important thing is to enlarge the Bitcoin Treasury and to make the company more attractive for potential investors.”
In April 2025, Bitcoin assets of public companies increased by 4 %, while the increase in ETFs remained at 2 %. Companies act with long -term returns and motivation to attract investors rather than price trends or general perception in the market.
Bitcoin portfolios of public companies and ETFs
Despite the increase in corporate adoption, ETFs still stand out as institutions that hold the most Bitcoin. Currently, ETFs have over 1.4 million Bitcoin and make up about 6.8 %of this supply. The amount of Bitcoin in the hands of public companies reached 855,000 and reached 4 %of the total supply.
Until the third quarter of 2024, ETFs seemed to be ahead of public companies in accumulation of Bitcoin. However, the new policies that have been implemented with the change in the USA with the change in the United States, companies increase the interest of Bitcoin is expressed. Especially in March 2025, US President Trump signed the decree, which foresees the establishment of Bit Bitcoin Strategic Reserve ”, it is considered a step by the authorities that facilitates the turning of public companies to Bitcoin.
New developments and expectations
Recently, Gamestop’s Bitcoin began to accumulate, the merger of Kindlymd with Nakamoto, and ProCAP’s initiation of Bitcoin Treasure strategy before the public offering is among the examples showing that corporate participation has increased gradually. Strategy (formerly known as Microstrategy) continues to lead with 597,000 Bitcoin.
Swan Bitcoin’s investment manager Ben Werkman: “The scale reached by MSTR seems to be very large and other companies seem to be quite difficult to capture. They have become a preferred port for corporate capital.”
Some of the sector analysts point out that current level institutional purchases may not be long -term. Marie points out that this can be a temporary opportunity in which different companies act with the existing advantage. On the other hand, Werkman continues to see this model important in the long run.
Ben Werkman: “The main advantage of these companies is that individual Bitcoin holders can provide collective Bitcoin accumulation on a scale that cannot be achieved on their own.”
In any case, what we see in both the ETF channel and the reserve tendency of companies is the fact that there is not enough BTC for everyone and that a corporate hype begins. This can lead BTC to very large historical hills until the excitement reaches the summit. Moreover, not only for BTC, but also for companies ETH and other crypto currencies began to create reserves. Defi Development will buy Left Coin by exporting a bond of $ 100 million with a maturity of 2030.
In total, the tendency to increase the demand of public companies to Bitcoin with the last quarters is remarkable. Especially regulatory facilities and strategic decisions in the United States stand out as elements that support this trend. Many domestic and foreign institutions develop strategies towards expanding their Bitcoin portfolio, the growth on the corporate side can ensure that the growth in the coming period is on the agenda in the coming period. For readers, it is considered that the approach to digital assets in order to diversify the portfolios of institutions and increase the interest of investor may have a decisive effect on the future of the crypto currency market.
Responsibility Rejection: The information contained in this article does not contain investment advice. Investors should be aware that crypto currencies carry high volatility and thus risk and carry out their operations in line with their own research.
