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Corporate Bitcoin treasuries' holdings have shed more than $100 billion in value since October 2025

AI Market Summary
CryptoQuant data indicates corporate-treasury Bitcoin positions are underwater: market value fell from ~$396B to ~$272B since Oct 2025 despite holdings rising from 953k to 1.14M BTC, implying most accumulation occurred at higher prices. With corporate buying now nearly stalled, the narrative shifts from incremental institutional demand to potential balance-sheet pressure, increasing sensitivity to any treasury selling and weakening near-term sentiment.
Impact level
● Medium
Affected assets
BTC/USDT+0.42%
AI Insight · BTC/USDTAI Insight
▼ Bearish
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CryptoQuant analyst Darkfost said the market value of Bitcoin held on corporate balance sheets has fallen sharply since October 2025, sliding from $396 billion to $272 billion—a cumulative drop of more than $100 billion. Despite the drawdown, total corporate holdings actually rose from 953,000 BTC to 1.14 million BTC, indicating much of the accumulation took place at higher price levels. The heaviest buying occurred between November 2024 and October 2025, when Bitcoin largely traded in a $75,000 to $125,000 range. Buying has since nearly ground to a halt, and the market is watching whether these firms could follow Strategy's lead and sell into weaker prices.
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BTC+0.48%
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