CryptoQuant warns: Demand for Bitcoin from treasury companies is weakening.

2025-09-08 01:44:29

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Bitcoin treasury-holding companies are becoming more cautious, with average purchase sizes falling by as much as 86% from the peak at the beginning of 2025, indicating possible liquidity constraints or a decline in confidence. However, the number of these companies is still growing rapidly: up to 28 new treasury businesses were established in July and August, purchasing a total of over 140,000 BTC, reflecting Asia's increasing role in this field.

Data from CryptoQuant shows that the total BTC holdings of companies have exceeded 840,000 BTC, with MicroStrategy leading at 637,000 BTC. The price of Bitcoin remains stable at around 110,000–113,000 USD, supported by expectations of the Fed lowering interest rates and capital flows from institutions.

Notably, Sora Ventures (Taiwan) is launching a BTC treasury fund worth 1 billion USD to promote the role of Asia. The trend indicates that institutional accumulation is still ongoing, but the scale shows signs of falling, which could affect the sustainability of Bitcoin's price increase.

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