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Bitcoin’s Corporate Bid Is Fading

Bitcoin Treasuries Report, November 2025

Ecoinometrics

Nov 12

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Over the past year, Bitcoin’s price has leaned on two institutional pillars.

The first is the wave of Bitcoin ETFs, whose daily inflows and outflows have become a direct channel between traditional capital and Bitcoin’s market price.

The second is a steady force, public companies adopting Bitcoin treasury strategies. These firms have been consistent net buyers, adding Bitcoin to their balance sheets regardless of short-term market noise.

Now, with Bitcoin facing renewed pressure from institutional deleveraging, it’s worth reassessing how much support remains from these corporate holders. Their behaviour could determine whether Bitcoin stabilizes during risk-off phases or risks slipping further.

So let’s look at what the data tells us.

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Bitcoin’s Corporate Bid Is Fading

The Takeaway

Over the past year, Bitcoin’s price found support from two key institutional pillars: ETF inflows and corporate treasury accumulation. Both are now weakening...