Public companies have significantly increased their Bitcoin holdings in treasury, outperforming ETF funds in Q2 2025.
MAIN CONTENT
Public companies increased their Bitcoin holdings by 18% in Q2, surpassing ETFs with an increase of 8%.
ETFs account for 40% of the total Bitcoin treasury, while public companies hold 4%, led by Strategy.
The sustainable accumulation results of public companies help maintain Bitcoin prices above $100,000.
Did public companies really accumulate more Bitcoin than ETFs in Q2 2025?
Public companies, led by Michael Saylor's Strategy, have increased their Bitcoin holdings in treasury by 18%, surpassing ETF funds which saw an increase of 8%. This is the third consecutive quarter that public companies have accumulated stronger than ETFs.
According to data from Bitcoin Treasuries compiled by CNBC, public companies purchased an additional 131,000 Bitcoins in Q2, while ETFs only bought 110,000 Bitcoins. This strategy demonstrates a commitment and goal of increasing long-term shareholder value, which is different from ETF investors who are often influenced by market volatility.
Institutional investors buying Bitcoin through ETFs do so not for long-term value retention like public companies, but primarily for speculative purposes based on market trends.
Eric Marie, Head of Research at Ecoinmetrics, 2025
What is the difference in accumulation trends between public companies and ETFs?
In Q1, public companies also increased their Bitcoin holdings by 17.6%, while ETFs only increased by 0.5% due to macroeconomic factors and negative market sentiment. Public companies were not severely affected by these fluctuations, so they continued to accumulate steadily, even when prices fell sharply.
ETFs and investment funds hold approximately 1.4 million Bitcoins, accounting for over 40% of the total Bitcoin treasury – equivalent to 7% of the total supply of 21 million BTC. Meanwhile, public companies hold 848,333 BTC, representing 4% of the total supply, with Strategy owning 2.85%. This highlights the important role of public companies in mitigating downside risk for Bitcoin.
What challenges lie ahead for Bitcoin to maintain above the $100,000 mark?
The Bitcoin accumulation trend from public companies helps stabilize prices above the $100,000 threshold, however, Q3 starts with signs of cooling down. The Bull Score Index of Bitcoin, which tracks technical and On-chain bullish signals, has dropped to a neutral level.
Julio Moreno, Head of Research at CryptoQuant, warns that if this index remains below 60, Bitcoin recoveries may face difficulties.
Failing to maintain a Bull Score above 60 could undermine Bitcoin's long-term price increase.
Julio Moreno, Head of Research at CryptoQuant, 2025
At the time of writing, Bitcoin is trading around $107,700, after recovering from the support zone of $105,000. However, the short-term upward momentum remains weak and needs to break clearly above $108,000 to continue the upward trend.
Compare Bitcoin holdings between Public Companies and ETFs
Entity Bitcoin Holdings Percentage of Total BTC Supply (21 million) Growth Rate Q2/2025 Public Companies 848,333 BTC 4% 18% ETFs and Investment Funds 1.4 million BTC 7% 8%
Frequently Asked Questions
What do public companies accumulate Bitcoin for? They buy to increase shareholder value and reduce long-term risk, unlike ETFs which mainly speculate based on market trends. Do ETFs hold more Bitcoin than public companies? Currently, ETFs and investment funds hold more in total Bitcoin numbers, but public companies are accumulating at a faster rate. Can the Bitcoin accumulation situation help maintain prices above $100,000? The sustainable accumulation trend of public companies may support Bitcoin prices, but it still depends on the Bull Score index and market conditions. What does the Bull Score index mean for Bitcoin? It is a composite index of various technical and On-chain signals to forecast Bitcoin's short-term price trends. Who is the largest player in Bitcoin among public companies? Michael Saylor's Strategy holds the majority of Bitcoin in public companies' treasuries, approximately 2.85% of the total supply.
Source: https://tintucbitcoin.com/microstrategy-dan-dau-mua-bitcoin-vuot-etf/
Thank you for reading this article!
Like, Comment, and Follow TinTucBitcoin to stay updated with the latest news on the cryptocurrency market and not miss any important information!
