Bitcoin ETF, Treasury Firms Might Have Stopped Buying — But How Much Have The...
The Bitcoin market structure is believed to have undergone a massive shift since the significant price downturn seen on October 10, 2025. While the premier cryptocurrency has been on something resembling a recovery path since the market bloodbath, some sectors believe that the bear season has already kicked off. With BTC sitting beneath its opening […]
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Data reveals a majority of the Ethereum treasury companies are trading below mNAV, showcasing the effect of the latest price crash. Ethereum Treasury Firms Are Looking Unhealthy In a new thread on X, Capriole Investments founder Charles Edwards has discussed some metrics related to Ethereum treasury companies. A treasury firm refers to a public corporation […]
Data shows the Bitcoin price decline has left the majority of treasury companies in a state of loss, with 65% sitting more than 20% below cost basis. Over 77% Of Bitcoin Treasury Firms Are Underwater On Their Buys As pointed out by Capriole Investments founder Charles Edwards in a new post on X, a high […]
Bitcoin carried nearly all of May’s inflows. Monthly flows into crypto treasury companies dropped to $180 million for the month, the weakest level since October 2024, and Bitcoin-linked firms accounted for almost all of it with $177 million. Smaller additions went to ZCash, Story and Sui, while Litecoin posted a $1.89 million outflow. The fall was steep. May’s total was down 95% from April’s $4.4 billion and about 93% below the monthly average from January through May, after March and April each cleared $4 billion. Related Reading: Bitcoin Faces Prolonged Downtrend Through 2027,....
Tokyo-listed investment firm Metaplanet generated close to $19 million in operating revenue during the first quarter of 2026 from a Bitcoin options strategy that runs separately from its main treasury — and that money is being funneled back into buying more of the cryptocurrency. Related Reading: Bitcoin Could Be Taiwan’s Lifeline In Conflict, Think Tank […]
The Canadian member of KPMG’s global organization of independent firms bought bitcoin through Gemini for its corporate treasury.