Corporate treasuries bought just 5,900 bitcoin in 3 months. Other demand signals look weak, too.

Corporate treasuries bought just 5,900 bitcoin in 3 months. Other demand signals look weak, too.

Özet: Kripto piyasasında önemli gelişmeler yaşanıyor.

Publicly listed companies are showing little appetite for bitcoin BTC$77,392.70, suggesting that a key source of demand behind the 2024–25 bull market remains weak as the cryptocurrency attempts a sustained rebound.

Those firms have added only about 5,900 BTC over the past three months, according to Glassnode, a fraction of last year’s pace.

Nasdaq-listed Strategy MSTR$132.26·Market Closed accounted for most of that buying, including a late-August purchase of 4,603 BTC.

At a spot price near $76,400, those 5,900 coins are worth roughly $451 million.

That is not a trivial sum, but it looks small next to the same period a year earlier, when bitcoin was still trading above $100,000.

Corporate treasuries added more than 100,000 BTC during that period, including 89,000 coins in July alone.

By comparison, the recent 5,900-BTC purchase amounted to less than 7% of the July 2025 total.

With bitcoin trading above $100,000 at the time, that month’s buying was worth more than $8.9 billion, exceeding the market capitalization of most cryptocurrencies outside the top 15.

“Corporate treasuries were a big buyer through 2025, and they have stepped back,” Glassnode said.

“Their average entry, the Corporate Treasury Cost Basis, sits at $80.5K, about 6% above spot, so the group as a whole is under water.” Bitcoin topped that level recently but failed to keep gains.

Analiz: Piyasa hareketliliği devam ediyor.