Corporate Bitcoin holdings have grown at an unprecedented pace, adding 260,000 BTC over the past six months, far exceeding the 82,000 coins mined during the same period. This trend highlights the increasing role of digital asset treasuries (DATs) in corporate balance sheets and the intensifying supply-demand dynamics in the Bitcoin market.
Glassnode analytics show that corporate Bitcoin balances rose from 854,000 BTC to 1.11 million BTC, representing an expansion of roughly $25 billion at current prices. This equates to about 43,000 BTC added per month, underscoring the steady accumulation of crypto assets by public and private firms.
A dominant portion of these holdings is controlled by Strategy, which owns 687,410 BTC—or 60% of all corporate BTC worth $65.5 billion. The company resumed purchases in January, acquiring 13,627 BTC in a single week, marking its largest buy since mid-2025. The second-largest corporate holder, MARA Holdings, holds 53,250 BTC, valued around $5 billion.
Experts suggest that spot Bitcoin ETFs could amplify demand, potentially intensifying price pressure. Since their debut in early 2024, ETFs have purchased more than 100% of new Bitcoin supply, with major inflows continuing in 2025 and early 2026, despite some outflows. Analysts note that sustained ETF demand could drive Bitcoin prices higher once existing holders reduce their selling.
This surge in corporate Bitcoin accumulation reflects strong institutional confidence in the cryptocurrency, reinforcing its position as a key asset on corporate balance sheets while shaping the broader Bitcoin market.
Disclaimer
This content is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency trading involves risk and may result in financial loss.