Bitcoin (BTC) corporate treasuries continued their one-month net buying trend by purchasing an additional 630 BTC early this week. In monetary terms, this amounts to approximately $72 million (about 10.01 billion won). This movement stands in stark contrast to Bitcoin ETFs, which saw around $300 million (about 41.7 billion won) being sold. While institutional ETF funds are flowing out, some companies are viewing this as a buying opportunity.
According to digital asset analysis firm Capriole Investments, despite market volatility, large corporate treasuries are actively incorporating Bitcoin into their portfolios. Particularly in recent days, even as Bitcoin prices showed a sharp decline, hundreds of BTCs were purchased at the corporate level, with short-term adjustments actually stimulating buying momentum.
This is a flow completely opposite to recent ETF selling trends. Last Monday alone, funds withdrawn from Bitcoin ETFs reached $300 million (about 41.7 billion won), indicating ongoing profit-taking or position adjustments by institutions. Conversely, corporate treasuries strategically accumulating Bitcoin during price corrections are seen as a sign of long-term confidence.
While some market analysts suggest this movement could be a short-term avoidance considering policy uncertainties with the Trump administration and regulatory risks, the prevailing perspective is that fundamental trust in Bitcoin remains strong. Some analysts assess that "price declines are likely to be temporary, and in the medium to long term, the current range could serve as a low-price buying opportunity".
The fact that corporate treasuries are partially filling the gap left by ETF fund outflows suggests that buying momentum for Bitcoin remains robust across the market. The contrasting flows of selling and buying are expected to be a key point of market observation in the near term.
Real-time news...Go to Token Post Telegram
<Copyright โ TokenPost, unauthorized reproduction and redistribution prohibited>
