๐ Number of Corporate Bitcoin Holders Doubles in 2025
The number of companies holding BTC as a treasury asset has already doubled compared to 2024.
๐ As of now, 134 companies have adopted Bitcoin as part of their corporate reserves โ signaling growing institutional confidence in BTC amid global economic uncertainty.
Will we see 200 by year-end? ๐
The number of companies holding BTC as a treasury asset has already doubled compared to 2024.
๐ As of now, 134 companies have adopted Bitcoin as part of their corporate reserves โ signaling growing institutional confidence in BTC amid global economic uncertainty.
Will we see 200 by year-end? ๐
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๐จ Bitcoin miners with diamond hands?
Cango, the mining firm, hasnโt sold a single BTC โ total HODL mode activated! ๐๐
Last week alone, they mined 96.1 BTC, bringing their total holdings to 3,809 BTC. While others sell to cover costs, Cango is going full nuclear HODL โ stacking sats like thereโs no tomorrow. โก๏ธ๐
Is this a bold treasury strategy โ or a setup for a mega sell-off later? Time will tell.
Cango, the mining firm, hasnโt sold a single BTC โ total HODL mode activated! ๐๐
Last week alone, they mined 96.1 BTC, bringing their total holdings to 3,809 BTC. While others sell to cover costs, Cango is going full nuclear HODL โ stacking sats like thereโs no tomorrow. โก๏ธ๐
Is this a bold treasury strategy โ or a setup for a mega sell-off later? Time will tell.
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๐จ June 2025 makes mining history!
The average cost to mine 1 BTC has officially exceeded $100,000, marking an all-time high. Even with current Bitcoin prices near that level, many miners are feeling the heat. ๐ฅ
To stay afloat, they're shutting down inefficient rigs rather than selling off reserves โ a clear signal that miners are holding tight despite rising costs.
Is this pressure cooker setting the stage for the next big supply shock? ๐
The average cost to mine 1 BTC has officially exceeded $100,000, marking an all-time high. Even with current Bitcoin prices near that level, many miners are feeling the heat. ๐ฅ
To stay afloat, they're shutting down inefficient rigs rather than selling off reserves โ a clear signal that miners are holding tight despite rising costs.
Is this pressure cooker setting the stage for the next big supply shock? ๐
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๐ Public Companies Are Stacking ETH!
Journalist Colin Wu shared a fresh list of public firms officially holding Ethereum on their balance sheets as of June 27.
Among them: SharpLink Gaming, Coinbase, Bit Digital, Exodus Movement, Mogo, Mega Matrix, Oxbridge Re, Cosmos Health, BioNexus Gene Lab, and Treasure Global.
โช๏ธSharpLink staked over 95% of its ETH via staking and liquid staking.
โช๏ธBit Digital is fully pivoting into Ethereum staking and asset management.
Signs of growing institutional confidence in ETH? ๐
Journalist Colin Wu shared a fresh list of public firms officially holding Ethereum on their balance sheets as of June 27.
Among them: SharpLink Gaming, Coinbase, Bit Digital, Exodus Movement, Mogo, Mega Matrix, Oxbridge Re, Cosmos Health, BioNexus Gene Lab, and Treasure Global.
โช๏ธSharpLink staked over 95% of its ETH via staking and liquid staking.
โช๏ธBit Digital is fully pivoting into Ethereum staking and asset management.
Signs of growing institutional confidence in ETH? ๐
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๐ DEX Volume Hits All-Time High!
According to CryptoRank, decentralized exchanges (DEXs) now account for a record 27.92% of total crypto trading volume โ the highest share in history.
๐ More traders are shifting from centralized (CEX) platforms to DEXs, signaling growing trust in permissionless, non-custodial trading.
The DEX era may be closer than we think...
According to CryptoRank, decentralized exchanges (DEXs) now account for a record 27.92% of total crypto trading volume โ the highest share in history.
๐ More traders are shifting from centralized (CEX) platforms to DEXs, signaling growing trust in permissionless, non-custodial trading.
The DEX era may be closer than we think...
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Donald Trump has stated that Bitcoin "takes pressure off the dollar" โ and called it a โgreat thing for our country.โ
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๐ Trump Boasts as Markets Hit ATHs
Donald Trump took to social media to flex that both S&P 500 and Nasdaq hit new all-time highs under his leadership.
Meanwhile in crypto:
โช๏ธBTC briefly broke above $108K but failed to hold
โช๏ธETH tried reclaiming $2,500 โ same story
Current prices:
๐ธ BTC โ $107.6K
๐ธ ETH โ $2,480
Markets are pumpingโฆ but crypto still playing catch-up. ๐
Donald Trump took to social media to flex that both S&P 500 and Nasdaq hit new all-time highs under his leadership.
Meanwhile in crypto:
โช๏ธBTC briefly broke above $108K but failed to hold
โช๏ธETH tried reclaiming $2,500 โ same story
Current prices:
๐ธ BTC โ $107.6K
๐ธ ETH โ $2,480
Markets are pumpingโฆ but crypto still playing catch-up. ๐
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๐ Most Companies Holding BTC Might Not Survive โ Analysts Warn
The 2025 corporate trend of stacking Bitcoin could backfire, say Breed VC analysts. ๐
๐ They highlight a potential โdeath spiralโ:
BTC price drops โ stock value drops โ capital dries up โ margin calls โ forced BTC sales โ even lower prices.
๐ Only firms with strong management, clear strategy, and solid BTC-per-share growth can weather a storm.
๐ก Most companies still fund BTC buys via equity, not debt โ a good sign for now. But if debt becomes dominant, it could trigger another bear market.
๐ข Over 250 entities (including public firms, ETFs, funds & even governments) now hold BTC on their books. Will they all survive the next storm? ๐ค
The 2025 corporate trend of stacking Bitcoin could backfire, say Breed VC analysts. ๐
๐ They highlight a potential โdeath spiralโ:
BTC price drops โ stock value drops โ capital dries up โ margin calls โ forced BTC sales โ even lower prices.
๐ Only firms with strong management, clear strategy, and solid BTC-per-share growth can weather a storm.
๐ก Most companies still fund BTC buys via equity, not debt โ a good sign for now. But if debt becomes dominant, it could trigger another bear market.
๐ข Over 250 entities (including public firms, ETFs, funds & even governments) now hold BTC on their books. Will they all survive the next storm? ๐ค
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๐ ETF Rally: Bitcoin Leads the Charge
Last week saw major inflows into crypto ETFs:
โค Spot Bitcoin ETFs attracted a whopping $2.22B
โค Spot Ethereum ETFs followed with $283.4M
Institutional demand is clearly heating up โ BTC remains the top choice, but ETH is gaining momentum fast. ๐
Last week saw major inflows into crypto ETFs:
โค Spot Bitcoin ETFs attracted a whopping $2.22B
โค Spot Ethereum ETFs followed with $283.4M
Institutional demand is clearly heating up โ BTC remains the top choice, but ETH is gaining momentum fast. ๐
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๐ Bitcoin Correction Incoming?
๐ต๏ธโโ๏ธ CryptoQuant analysts note that Bitcoin's "apparent demand" has turned negative โ a key signal of weakening market momentum.
This drop in demand could indicate that BTC is entering a phase of potential correction. ๐
๐ต๏ธโโ๏ธ CryptoQuant analysts note that Bitcoin's "apparent demand" has turned negative โ a key signal of weakening market momentum.
This drop in demand could indicate that BTC is entering a phase of potential correction. ๐
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๐ Strategy (ex-MicroStrategy) Goes All-In Again
Between June 23โ29, Strategy scooped up 4,980 BTC for $531.9M at an average price of $106,801/BTC โ a massive leap compared to just 45 BTC bought the week prior. ๐ง
๐ฐ Their total holdings now sit at 597,325 BTC (~2.7% of all BTC), purchased since 2020 for $42.4B at an average of $70,982/BTC.
๐ฏ๐ต Meanwhile, Japanโs "MicroStrategy" โ Metaplanet โ also added 1,005 BTC for $180.1M, now holding 13,350 BTC (~$1.4B total). Institutions keep stacking.
Between June 23โ29, Strategy scooped up 4,980 BTC for $531.9M at an average price of $106,801/BTC โ a massive leap compared to just 45 BTC bought the week prior. ๐ง
๐ฐ Their total holdings now sit at 597,325 BTC (~2.7% of all BTC), purchased since 2020 for $42.4B at an average of $70,982/BTC.
๐ฏ๐ต Meanwhile, Japanโs "MicroStrategy" โ Metaplanet โ also added 1,005 BTC for $180.1M, now holding 13,350 BTC (~$1.4B total). Institutions keep stacking.
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๐ Bulls in Control? 85% Bet on New BTC ATH Before October
According to prediction market Polymarket, there's now an 85% chance that Bitcoin will hit a new all-time high (ATH) before October 2025.๐ง
Traders are heavily betting on BTC breaking past its current record โ the optimism is strong, and the market sentiment remains bullish. ๐
According to prediction market Polymarket, there's now an 85% chance that Bitcoin will hit a new all-time high (ATH) before October 2025.๐ง
Traders are heavily betting on BTC breaking past its current record โ the optimism is strong, and the market sentiment remains bullish. ๐
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๐ Metaplanet climbs to Top-5 Bitcoin treasury giants!
Japanese firm Metaplanet has officially entered the Top 5 corporate BTC holders, surpassing CleanSpark and Galaxy Digital in total Bitcoin reserves.
Now holding 13,350 BTC (~$1.4B), Metaplanet continues to mirror the aggressive Bitcoin strategy of MicroStrategy โ earning the nickname โJapanโs MSTRโ.
๐ฅ The corporate Bitcoin accumulation race is heating up!
Japanese firm Metaplanet has officially entered the Top 5 corporate BTC holders, surpassing CleanSpark and Galaxy Digital in total Bitcoin reserves.
Now holding 13,350 BTC (~$1.4B), Metaplanet continues to mirror the aggressive Bitcoin strategy of MicroStrategy โ earning the nickname โJapanโs MSTRโ.
๐ฅ The corporate Bitcoin accumulation race is heating up!
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๐ Bitcoin returns are shrinking with each bull cycle
The current bull run has lasted 952 days since the $15,504 low on Nov 21, 2022, giving early buyers a 6.2x return. ๐
But compare that to previous cycles:
๐ 2015โ2017: 850 days โ 100x
๐ 2018โ2022: 1060 days โ 22x
Yes, the multipliers are indeed shrinking โ this is due to Bitcoin reaching six-figure prices. Thatโs the point when retail steps back and institutions step in. ๐ฐ
The current bull run has lasted 952 days since the $15,504 low on Nov 21, 2022, giving early buyers a 6.2x return. ๐
But compare that to previous cycles:
๐ 2015โ2017: 850 days โ 100x
๐ 2018โ2022: 1060 days โ 22x
Yes, the multipliers are indeed shrinking โ this is due to Bitcoin reaching six-figure prices. Thatโs the point when retail steps back and institutions step in. ๐ฐ
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๐ฅ First-Ever Solana Staking ETF Launching This Week?
REX Shares and Osprey Funds may launch the first Solana Staking ETF as early as this week. ๐
The fund will give investors exposure to $SOL โ plus staking rewards on top. ๐๐ฐ
REX Shares and Osprey Funds may launch the first Solana Staking ETF as early as this week. ๐
The fund will give investors exposure to $SOL โ plus staking rewards on top. ๐๐ฐ
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๐ฅ Elon Musk vs. Donald Trump โ new political showdown?
Musk lashed out at Trumpโs new $5T debt-ceiling bill, calling it "insane spending" and labeling the government the โPorky Pig Party.โ ๐ท
He called for a new political party and promised to help unseat Republican lawmakers who backed the bill despite running on fiscal discipline. ๐
Trump clapped back, hinting Elon should โhead back home to South Africa.โ ๐ซข
๐ฟ Buckle up โ this show is just heating up.
Musk lashed out at Trumpโs new $5T debt-ceiling bill, calling it "insane spending" and labeling the government the โPorky Pig Party.โ ๐ท
He called for a new political party and promised to help unseat Republican lawmakers who backed the bill despite running on fiscal discipline. ๐
Trump clapped back, hinting Elon should โhead back home to South Africa.โ ๐ซข
๐ฟ Buckle up โ this show is just heating up.
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๐งฎ What if Big Tech had just 1% in Bitcoin?
River calculated that if giants like Microsoft, Google, and Apple had allocated just 1% of their treasury to BTC starting in 2020, their negative fiat bond returns would have turned positive.
๐ Fiat treasuries = loss
โฟ 1% BTC = upside potential
Sometimes all it takes is a single percent to change the whole equation.
River calculated that if giants like Microsoft, Google, and Apple had allocated just 1% of their treasury to BTC starting in 2020, their negative fiat bond returns would have turned positive.
๐ Fiat treasuries = loss
โฟ 1% BTC = upside potential
Sometimes all it takes is a single percent to change the whole equation.
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