Recent data shows that corporate and institutional structures are significantly increasing their Bitcoin reserves, impacting the supply and price of the asset.
Corporate Accumulation of Bitcoin
Institutional treasuries now hold 995,031 BTC, with an addition of 6,760 BTC in the past week. The top 100 firms control nearly 5% of the circulating supply, which amplifies scarcity in an already capped-issuance asset.
BTC Price Reaction to Technical Levels
Bitcoin has shown resilience at key support levels, managing to reclaim the 7-day SMA while avoiding breaking below $107,271. Traders are now looking for a breakout above $113,836 to confirm a trend reversal.
Macro Risks and Their Market Impact
The increase in Bitcoin purchases faces macroeconomic uncertainties. Factors such as U.S. tariffs and shifting ETF flows may challenge the sustainability of bullish narratives. Additionally, volatility could change institutional appetites.
The rise in corporate Bitcoin purchases may have a long-term impact on the market, but there are risks that need to be considered.