Institutional Bitcoin allocation is on the rise, while retail BTC holdings are falling in favor of altcoins with a strong ETF approval chances, such as XRP. Bitcoin exposure is increasing in cryptocurrency portfolios, driven by more innovation-friendly US crypto regulations and growing institutional adoption triggered by the introduction of spot Bitcoin exchange-traded funds (ETFs), according to a new report from Bybit. Bitcoin (BTC) accounts for about one-third of investor portfolios, or 30.95% of total assets as of May, up from 25.4% in November 2024. This makes Bitcoin the largest single asset held by cryptocurrency investors, the report said. Meanwhile, the Ether (ETH)-to-Bitcoin holding ratio plunged to a 2025 low of 0.15 at the end of April, before recovering to the current 0.27. Read more
Bitcoin bounced to $106,000 as traders bet on higher chances of Fed interest rate cuts due to tensions in the Middle East. Key takeaways: Bitcoin swiftly rebounded to $106,000, signaling firm institutional investor demand despite growing global unrest. A sharp 8% drop in Bitcoin’s hashrate raised concerns over mining stability amid Middle East tensions. Read more
Roughly 240 companies now hold Bitcoin in their treasuries, nearly doubling from 124 just weeks ago. Combined, they control around 4% of the total BTC supply. Sequans Communications, a developer of IoT semiconductors and modules, has disclosed plans for a $384 million capital raise to fund its strategic Bitcoin treasury. The move comes as more companies are betting on Bitcoin (BTC) and using the world’s largest cryptocurrency as a reserve asset. According to the company, it plans to issue and sell approximately $195 million in equity and $189 million in convertible debentures, which can later be converted into shares. For the endeavor, Sequans is partnering with Swan Bitcoin, a BTC treasury management provider. “Our bitcoin treasury strategy reflects our strong conviction in bitcoin as a premier asset and a compelling long-term investment,” Georges Karam, CEO of Sequans, said in a statement. Read more
Bitcoin price strength gradually returns after multiweek lows as risk assets show overwhelming confidence that a long war in the Middle East will not happen. Key points: Bitcoin joins US stocks in shrugging off Middle East tensions — something analysis says shows belief that the conflict will soon end. In a surprise turn, oil and gold face losses amid a lack of interest in safe havens. Read more
As Michael Saylor’s Strategy and other whales keep buying Bitcoin, the stage may be set for a historic supply shock. With less BTC in circulation, experts are bracing for a potential supply shock. Bitcoin’s hard cap of 21 million coins has always been central to its appeal. However, by 2025, this built-in scarcity is no longer just a theoretical feature; it’s becoming a market reality. 93% of all Bitcoin has already been mined, and since the network’s fourth halving in April, which cut miner rewards in half, fewer new coins are entering circulation each day. Read more
Bitcoin’s June price action during the Israel–Iran conflict shows that it remains a macro asset, albeit one increasingly shaped by global instability. Opinion by: Michael Tabone, Senior Economist at Cointelegraph On Saturday, June 21, 2025, the US hit Iranian nuclear facilities, causing a short-lived dip in the price action of Bitcoin (BTC). Bitcoin rebounded before its Sunday close to just under 1.27% of its price before the US military effort. For 10 days in June, missiles flew and markets wobbled, but Bitcoin held its ground — not immune to war, but more stable than fear would suggest. Read more
Long-term Bitcoin holders now control a record 14.53 million BTC, tightening supply as institutional demand rises despite geopolitical tensions. Key takeaways: Bitcoin’s volatility has fallen below major US stock indexes, even amid escalating Iran–Israel tensions. Long-term holders now control a record 14.53 million BTC, reducing the circulating supply. Read more
The savvy Bitcoin investor made a 496-fold return on his initial $60,000 investment in 2013. A savvy Bitcoin holder has bagged nearly $30 million of profit after patiently holding their BTC holdings for over a decade, highlighting the long-term investment potential of the digital asset. The unknown investor sold 300 Bitcoin (BTC) for $29.8 million on Sunday after holding the coins for more than 11 years, according to Whale Alert. The investor reportedly purchased the coins for about $60,000 in 2013, meaning they made more than $29 million in profit. Read more
Michael Saylor’s Strategy bought another 245 Bitcoin last week after doubling down on his long-term BTC price prediction, forecasting BTC to hit $21 million in 21 years. Michael Saylor’s Strategy, the world’s largest public Bitcoin investor, disclosed its latest BTC purchases as the cryptocurrency slid in response to escalating geopolitical fears last week. Strategy acquired 245 Bitcoin (BTC) for $26 million during the week ending Sunday, the company announced in a US Securities and Exchange Commission filing on Monday. The cost of Strategy’s latest Bitcoin haul averaged $105,856 per coin, with Bitcoin plummeting from about $108,900 on June 16 to an intraweek low of just below $99,000, according to CoinGecko data. Read more
Crypto speculators may offset some of their altcoin losses by investing in Bitcoin or BTC treasury firms, according to Hashcash inventor Adam Back. Bitcoin treasury adoption by public companies has become the new altcoin season for cryptocurrency speculators, Adam Back said on Monday. Bitcoin (BTC) treasury season “is the new ALT SZN for speculators,” said Back, co-founder and CEO of Blockstream and the inventor of Hashcash. “Time to dump ALTs into BTC or BTC treasuries,” he added. Bitcoin treasury firms are buying BTC “on repeat to increase Bitcoin per share,” tapping into different funding methods such as convertible note offerings to accumulate more of the world’s first cryptocurrency, making them attractive for investors, Back explained. Read more