Collectively, at least 116 public companies now hold a total of roughly 809,100 Bitcoins on their balance sheets, more than double the corporate stash a year ago.
Why does that matter? It's evidence that the "demand" portion of the supply and demand dynamics affecting the coin is very healthy. When paired with the favorable and ongoing action of the halving process, one of the main factors affecting the coin's supply, it suggests that it's appropriate to be bullish about the coin.

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In short, Bitcoin's issuance halves roughly every four years, crimping new supply just as ETF sponsors, corporates, and long‑term allocators compete for the float. Scarcity was always part of the asset's pitch, and now it is colliding with regulated distribution channels that make large buys painless for big buyers.
In theory, that should push the asset's price discovery into a narrower, mostly upward corridor, and for the long term. This catalyst is playing out right now.
XRP's utility is hard to understate
The investment thesis for buying XRP is quite different.