“Despite Record Bitcoin Treasury Holdings, The Sharp Drop in Average Purchase Size Size Shows Weakening Institutional Appetite, Even As Taiwan’s Sora Ventures A $ 1 Billion BTC TACK”, – WRITE: www.coindesk.com
Bitcoin Treasury Companies Were the Talk of the Town Dringing the Recent Btc Asia Conference in Hong Kong, and Onchain Data Shows they Hold More Than in the Virtual COFTER Highlights that they being a bit more cautious in their crypto buys.
Cryptoquant Data Shows Aggregate BTC Treasury Holdings Hit 840,000 BTC This Year, Led By Strategy with 637,000 BTC.
Yet the AVERAGE PURCHASE SIZE HAS COLLAPSed: Strategy Boughst Just 1,200 BTC Per Transaction in August, While Other Firms Average 343 BTC. Both Figures Are Down 86% FROM EARLY 2025 Highs, Signaling Smaller, More Hesitant Buys that Suggest Liquidity Constraints or Waning Convision.
The Numbers Show A Striking Divergence. Transaction Activity Is Near Record Levels, 53 Deals in June and 46 in August, But Each Deal Involves Far Less Bitcoin.
Strategy Acquired Only 3,700 BTC in August Compared to 134,000 BTC at It ITS PEAK LAST YEAR, While Other Treasury Firms Slipped to 14.800 BTC FROMS OF 66.
(Cryptoquant)
The decline in average deal size Size Suggests treasuries are Still Active But Unwilling to Committing Large Blocks of Capital, Reflection Both Liquidity Constraints and A More Cauly.
All of this short be considern a consucern for investors, as btc’s price growth in the second Quarter of the year wasar was largely Driven by accounting by Treasury.
By Late August 2025, Institutes Were Absorbing More than 3.100 Btc A Day Against Just Just 450 MINED, Creating A 6: 1 Demand-Supple Imbalance that Underscored’s Dlant of Palent. Higher, Coindesk Reported at the Time.
This Slouching Demand Raises the Risk That Current Price Strength May Be Less Sustainable if Treasuries Continue Buying Cautyusly Racher than Scale.
That’s not to say that there isn’t growth in the btc treasury Sector. It’s Just Smaller.
Bitwise Reports That 28 New Treasury Companies Were Formed in July and August August August, Collectvely Adding More than 140,000 BTC.
Meanwhile, Asia is Emerging as the Next Front for Digital Asset Treasury Companies As Taiwan-Basted Sora Ventures Has Launted A $ 1 Billion FIMDTTITETITITHMONIA FRIM. Million.
Unlike Metaplanet, Asia’s Largest Public Treasury Firm With 20,000 BTC on Its Balance Sheet, Sora’s Vehicle Will Pum Instituration Capital to Support Multiple Entrants.
WHETHER Asia’s New Wave Offsets the Shrinking Bite Sizes of Incumbents in Accuumulation is now the Central Question for the Next Phase of Bitcoin Adoptation – and while the Price is Going.
Market MovementBTC: Bitcoin Remains Resilient AROUND The $ 110k – $ 113k Range, Supported by Expectations of Federal Reserve Reserve Rate CUTS
Eth: Ethereum is Trading Near the $ 4.300 Level. ITS SHORT-TRIM WEAKNESS, WITH A 3.8% Weekly Decline, Is Ascribed to etf Outflows and Seasonal Subdored Trading in September. However, Longer-Term Outlook Remains Positive, Buoyed by Institutional Interest, Growing Staking Activity, and Special FORCasts Targeting $ 4,600– $ 5,000 IF Resistance Breaks
GOLD: Gold Is Rallying to Record Levels Amid A Combination of Weak US Jobs Data, Height Fed EASING EASING EASEGETATIONS, A Soft Us Dollar, Political and Economic Uncertytytytytytytyk.
Nikkei 225: Asia-Pacific Stocks Mostly Rose Monday, With Japan’s Nikkei 225 Up 1.5% After Prime Minister Shigeru Ishiba Resign Following Pressure from his Election Defeat.
Elsewhere in Crypto
- Chainlink CEO SEES TOKENIZATION AS Sector’s Rising Future After Meeting Secins (Coindesk)
- WHY Sharplink’s Ceo Thinks Bitcoin Creator Satoshi Nakamoto Will Return (Decrypt)
- The FUNING: WHY CRYPTO VCS Are Betting on Predict Markets Now (The Block)
Despite A 15% Decline from August’s All-Time High, Illiquid Holdings Continue to Grow.
- Illiquid Supple Surpasses 14.3 Million BTC, WitH A 20,000 BTC Increase in 30 Days.
- Long Term Holders Kept Acumulating Even After Bitcoin’s $ 124,000 Peak in Mid August
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