Bitcoin Treasuries Surge: Public Firms Buy $552M in BTC Amid $1.25B ETF Outflows

While spot Bitcoin ETFs saw a massive $1.25 billion outflow, publicly traded companies went the opposite way—scooping up nearly 5,000 BTC worth $552 million in just a few days in early August.

🔁 ETFs Sell, Corporates Buy Between July 31 and August 4, ETF investors dumped shares worth over $1.25 billion. Meanwhile, according to Bitcoin Treasuries, corporate entities added 4,869 BTC to their holdings. The largest buyer during this period was Japan-based Metaplanet, acquiring 463 BTC worth over $54 million.

📉 Macro Pressure James Butterfill, head of research at CoinShares, attributed the ETF outflows to macroeconomic pressures, including hawkish signals from the U.S. Federal Reserve and stronger-than-expected economic data—both of which spooked ETF holders into cashing out.

🚨 Supply Shock Incoming? Despite ETF selling pressure, Bitcoin supply is shrinking fast. Since January, public firms and ETFs have accumulated 524,670 BTC, while miners produced just 98,503 BTC—a fivefold gap. Estimates suggest around 164,250 BTC will be mined in total this year, meaning institutional demand already exceeds future supply by over three times—with four months still to go. If Bitcoin’s price is any indicator, the market might be pricing in a looming supply shock. Despite all the macro turbulence, Bitcoin only dropped 4.2% last week.

📈 BTC Holds Its Ground Bitcoin is currently trading just 7.5% below its all-time high of $122,054 set on July 14, showing impressive resilience in a shaky macroeconomic environment.

Summary 📌 While ETFs bleed out, public companies are accumulating Bitcoin fast.

📌 Institutional demand now exceeds miner supply by over 5x.

📌 A supply crunch could drive prices higher in the coming months.

#bitcoin , #BTC , #CryptoMarket , #CryptoNews , #CryptoMarkets

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