As the year 2025 almost comes to an end, bitcoin appears to be going through an unexpected phase. According to the data, fewer companies are including the flagship crypto asset on their balance sheet. On the other hand, the heavyweights of the sector are accelerating accumulation. More details below!
In brief
- Bitcoin adoption is slowing among businesses, but the giants are quietly ramping up their accumulation.
- Strategy continues to invest heavily in bitcoin, while others sell or reduce their exposure.
Bitcoin: corporate adoption slowing down sharply
The fourth quarter marks a turning point for adoption of bitcoin in business. 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 movement of disengagement observed in several countries.
Despite this, the numbers overall remain significant. In 2025, 117 companies will hold bitcoin in their digital wallet. This represents a total of 1 million BTC, equivalent to 4.7% of global supply. Bitcoin ETFs add 1.49 million BTC. Enough to strengthen this holding of bitcoin by increasingly influential financial players.
Some companies are pushing back, however. This is particularly the case of Metaplanet which has not strengthened its position for two months. This generally reflects a repositioning, often linked to crypto market volatility and liquidity needs.
Strategy continues to invest in BTC as altcoins fall
While some sell, others redouble their commitment. We are mainly referring to Strategy which invested $962 million in bitcoin this December.
This accumulation contrasts with the massive disengagement from other crypto-assets. For example, ETH purchases fell by 81% between August and November. Notably, BitMine goes from $2.6 billion to just $296 million worth of ETH.
On the XRP side, Evernorth Holdings posts $80 million in latent losses after a $950 million operation.
In any case, these figures underline an important fact: bitcoin remains the reference value for institutional investors, despite the turmoil in the crypto market. This development could well redefine the balances in transactions as well as future investment strategies.
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