Bitcoin Treasuries Report, December 2025

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	Forwarded this email? Subscribe here for more Bitcoin’s Treasury Support Is Fading Bitcoin Treasuries Report, December 2025 Ecoinometrics Dec 10 ∙ Preview   READ IN APP   The two main pillars of Bitcoin’s demand over the past two years have been the growth of the spot Bitcoin ETFs and the steady accumulation of Bitcoin by a handful of public companies. These companies positioned themselves as Bitcoin holding vehicles and helped support the market during weaker periods. But with Bitcoin now well below its highs, the question is whether these corporate treasuries are still providing the same support. ETF flows have slowed, and public companies face their own constraints when markets turn. So the key issue is simple: are Bitcoin treasuries still acting as a stabilizing force, or is that support fading? Let’s look at what the data says. Ecoinometrics delivers professional-grade crypto and macro analysis to help institutional investors and serious traders make data-driven decisions. Our team conducts rigorous quantitative research, developing proprietary metrics and institutional-quality visualizations that cut through the noise to reveal key market dynamics. Each newsletter provides clear, actionable insights backed by data, delivered in a concise format that respects your time - five minutes to absorb, but deep enough to inform your investment strategy. Join over 35,000 professional investors and fund managers: Upgrade to paid Ready? Let’s dig into the data. Bitcoin’s Treasury Support Is Fading The Takeaway Bitcoin’s corporate treasury support is weakening at a time when ETF flows are also softening. Public companies remain net buyers, but their pace of accumulation has slowed across several quarters... Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 Ecoinometrics 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe