Corporate Bitcoin Holdings vs ETFs: Who’s Winning?

For good reason, one of the most talked-about developments of 2025 is the rise of so-called crypto treasury company and Corporate Bitcoin Holding, which are publicly traded businesses that concentrate on purchasing digital assets like BTC. With the speed at which these organisations are raising capital, combining with public shells, and acquiring tokens, they are transforming themselves into platforms that allow institutional and individual investors to access digital assets without having to deal with the murky world of hackable cryptocurrency exchanges and digital wallets.

Big Organisations Now Absorb More BTC Than ETFs

Institutional demand for digital gold will only increase in the future as organisations can make a quick buck by just trading cryptocurrency if they know how to trade. The wider economy currently doesn't offer similar opportunities.  Corporate Bitcoin Holding is increasing faster than Exchange Traded Funds due to its strategic reserve and inflation hedge status. Regulatory clarity and activist pressure are driving direct balance sheet buys, and favorable accounting rules are enhancing the deal. As organisations absorb more BTC than ETFs and hold for the long haul, supply tightens, potentially amplifying upward price action. This structural rotation cements corporate Bitcoin holding as a legitimate treasury asset, putting steady bullish pressure on price.

Source X

Corporate Bitcoin Holdings Soar in Q2 2025

According to The Kobeissi Letter, Public companies have significantly increased their corporate Bitcoin holding , purchasing 131,355 token in Q2 2025, a +18% increase from the ETFs' 111,411 BTC acquisition. This marks the third consecutive quarter where companies have bought more BTC than ETFs. Year-to-date, public companies have purchased 237,664coins, double the 117,295 acquired by ETFs. This indicates strong institutional demand.

Public Firms Now Hold Over 857K BTC Collectively

Public organisations hold ~857K token total. MicroStrategy dominates with 597K (70%), followed by Marathon (49K, 6%), XXI (37K, 4%), Riot (19K, 2%), and Metaplanet (13K, 2%). The top 5 control ~84% of corporate holdings.  For the last 3 quarters, companies have been collecting more coins than ETFs. In 2025 Q2, public companies purchased 131,355 tokens, an 18% increase, while ETFs received 111,411 token, an 8% increase, totaling 855,000 coin in the hands of companies.

Price Gains Reflect Institutional Accumulation

Source Coinmarketcap

It’s 0.87% price gain in the past 24 hours reflects institutional accumulation, bullish technical momentum, and stable ETF inflows. By the end of the third quarter, the price may have increased by 25% from its current level to a new all-time high of $135,000. The bullish prediction follows a recent decline in its ETF flows following a robust 15-day surge. Last Tuesday saw $342.3 million in withdrawals from US spot ETFs, the first since June 6 and accounting for 7% of the $4.8 billion in inflows during the preceding two-week period. Corporate Bitcoin Holding, institutional demand is still the primary factor setting this cycle apart from others, even in light of the recent outflow. The market admits that because of persistent worries about past decline patterns, prices may still be "somewhat choppy" in late Q3 and early Q4.

Institutions Are Going All In—Will You Stay on the Sidelines?

Absolutely massive accumulation! Public companies and ETFs are not just dipping their toes—they’re diving head first into digitalassets. The message is clear: Institutions are stacking harder than ever, Corporate Bitcoin Holding is increasing rapidly.

Are you still waiting on the sidelines?