Public Companies Are Quietly Building Massive Bitcoin Treasuries Faster Than ETFs Can Keep Up
Corporate Bitcoin Holdings Growth: Public companies have increased their Bitcoin holdings significantly, acquiring approximately 131,000 BTC in Q2 2025, which is an 18% rise, while ETFs added around 111,000 BTC, reflecting an 8% increase. Companies are focusing on long-term accumulation to enhance shareholder value rather than short-term price speculation.
Market Dynamics and Trends: The shift towards corporate Bitcoin acquisitions is influenced by a favorable regulatory environment under the Trump administration, with notable companies like GameStop and ProCap joining the trend. Analysts suggest that as more firms adopt this strategy, its unique appeal may diminish over time.
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US Bitcoin Spot ETF Experienced a Net Outflow of $147.4 Million Yesterday, While Ethereum Had a Net Outflow of $64.6 Million
US Bitcoin ETF Net Outflow: The net outflow of the US Bitcoin spot ETF was reported at $147.4 million, with significant contributions from BlackRock and Fidelity.
BlackRock and Fidelity Contributions: BlackRock's Bitcoin ETF saw an outflow of $102.8 million, while Fidelity's Bitcoin ETF experienced an outflow of $44.6 million.
US Ethereum ETF Net Outflow: The net outflow for the US Ethereum spot ETF was $64.6 million, with BlackRock and Grayscale being the main contributors.
BlackRock and Grayscale Contributions: BlackRock's Ethereum ETF had an outflow of $59.0 million, and Grayscale's Ethereum ETF saw an outflow of $14.6 million.
Grayscale Bitcoin Trust Mini ETF Launches on Morgan Stanley Platform
Announcement of New ETF: Grayscale CEO Peter Mintzberg announced the launch of the Grayscale Bitcoin Mini Trust ETF (ticker: BTC), which is now live on the Morgan Stanley platform.
Access to Significant Assets: The ETF provides access to over $7.4 trillion in advisor-managed assets under management (AUM).