Corporate Bitcoin Holdings Jump to $117B as Firms Double Down on Crypto Treasuries

Summary

Public company Bitcoin holdings reached a record 172 firms in Q3, representing a nearly 40% jump in three months, with total holdings surpassing 1.02 million BTC (about $118.4 billion). Public companies were the most active, adding over 193,000 BTC—a 20.68% quarter-over-quarter increase—outpacing private firms and exchange-traded funds, which saw smaller rises. Major holders include MicroStrategy and Metaplanet. Increased institutional exposure contributed to $2.67 billion in Bitcoin inflows last week and $48.7 billion in digital asset inflows year-to-date. The trend is driven by a strategic shift toward Bitcoin as a core reserve, aided by favorable regulatory changes, such as recent accounting reforms and SEC approvals. Analysts expect continued adoption, ETF inflows, and potentially higher Bitcoin prices, viewing current market volatility as a recalibration influenced by geopolitical factors, without undermining the long-term bullish outlook. Institutional investors, unlike retail traders, maintain a long-term perspective, and ongoing trade tensions are not expected to affect these trends.