Authored by Juan Galt via BitcoinMagazine.com,In a move that could shape corporate Bitcoin adoption, index provider MSCI is set to decide whether to exclude companies holding significant Bitcoin reserves from its global benchmarks. The outcome, due January 15, may influence billions in forced selling and set precedents for how Wall Street views Bitcoin as a treasury asset.MSCI Inc., a New York-based publicly traded company listed on the NYSE with a market capitalization of $43.76 billion and a stock price o ...

24/7 Wall St. Quick Read BKCH gained 31.6% in 2025 while Bitcoin mining difficulty hit a record 148.2 trillion. Mining payback periods now exceed 1,000 days for many operations. BKCH holds 78.5% of assets in its top 10 holdings with 12% in Coinbase. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Blockchain investing has always presented a dilemma: buy individual mining stocks and risk catastroph ...

Bitcoin miner, bitcoin mining, cleanspark, bitcoin miner reveue. Photo by BeInCrypto Corporate Bitcoin adoption is slowing in Q4 2025, with 65% of public companies now holding BTC below their purchase prices and facing unrealized losses. As the wave of corporate buying declines, Bitcoin miners are emerging as the most resilient accumulators. This shift signals a new phase for corporate treasuries. Quarterly additions are on track for their lowest level in a year. Yet, miners continue to hold a central rol ...

Financial Innovation - MicroStrategy's preferred shares offer an 8% dividend on $50 shares, funding 487 BTC purchases without diluting common shareholders [1] - This structure provides permanent capital for Bitcoin acquisition without impacting equity [1] - BlackRock has reportedly filed for a similar structure, indicating industry interest [1] - Metaplanet replicated the strategy, raising $67 million [1] Corporate Bitcoin Adoption - The preferred share structure serves as a blueprint for CFOs seeking Bitcoin exposure [1] - This approach could facilitate S&P 500 inclusion by allowing treasury compounding without shareholder dilution [1]

Event Information - Bitcoin 行业领袖齐聚阿姆斯特丹，探讨企业采用 Bitcoin 的最新趋势、工具和策略 [1] - Bitcoin For Corporations Symposium 将于 7 天后举行 [1] - 会议由 @Treasury_BTC 主办，时间为 11 月 12 日 [1]

Core Insights - The number of public companies holding Bitcoin has increased by 38% in three months, with 172 firms now holding Bitcoin, and 48 new entrants from July to September [1] - Corporate Bitcoin holdings have surpassed 1.02 million BTC, accounting for approximately 4.87% of the total supply [1] - The total value of these holdings has risen to $117 billion, reflecting a 28% increase from the previous quarter [2] Group 1: Corporate Adoption Trends - Public companies purchased an additional 176,762 BTC in Q3, representing about 17% of all corporate holdings [3] - The wave of adoption is expanding beyond early adopters, with more firms making smaller allocations rather than a few large players dominating the market [3][4] - Major holders include Strategy (formerly MicroStrategy) with 640,250 BTC, which constitutes over 62% of all corporate-held Bitcoin [4] Group 2: Structural Demand and Market Impact - Companies are integrating Bitcoin through capital raises, public listings, and mergers and acquisitions, indicating a structural demand for Bitcoin [5] - The quiet accumulation of Bitcoin by firms reflects a deepening conviction rather than speculation, as many are positioning for a long-term shift in value storage and transfer [6] - This growing demand is removing coins from circulation, which reduces sell-side liquidity and increases Bitcoin's price sensitivity during demand spikes [5]

Core Insights - Public companies are acquiring Bitcoin at an unprecedented rate, with corporate holdings increasing nearly 40% in Q3 2025, yet Bitcoin's price remains below $115,000 [1][3][7] Corporate Accumulation - The number of public companies holding Bitcoin reached a record 172, with total holdings of approximately 1.02 million BTC, representing about 4.8% of the total supply, valued at $117 billion as of September 30, 2025 [3][4] - Strategy, the largest corporate Bitcoin holder, increased its holdings by 40,000 BTC in Q3, bringing its total to over 640,000 BTC [4] - Metaplanet, a Japanese company, doubled its Bitcoin holdings during the quarter, reflecting a trend of increasing corporate accumulation despite market volatility [5] Market Sentiment - There is a noticeable divergence between rising institutional adoption and Bitcoin's stagnant price, raising questions about investor sentiment [2] - Despite record corporate accumulation, Bitcoin's price has not responded positively, remaining below $115,000 [1][7] - The decline in share prices for companies heavily exposed to Bitcoin, such as Metaplanet, indicates a lack of enthusiasm in the market following recent turbulence in crypto-related equities [5][7] Price Dynamics - Bitcoin's price has shown signs of recovery after the October 10 flash crash, but analysts caution that the recovery may be losing momentum [6][7] - The price action suggests that Bitcoin could test lower levels again, indicating potential risks in the market [7][8]

Core Insights - Strive, Inc. has acquired 5,816 Bitcoin for approximately $675 million, aiming to strengthen its balance sheet and expand its digital asset treasury, coinciding with a planned merger with Semler Scientific, Inc. [1] - The acquisition positions Strive to hold approximately 5,886 BTC post-purchase, and over 10,900 BTC after the merger, making it one of the largest publicly traded corporate Bitcoin holders globally [2][7] - The merger agreement includes an exchange ratio of 21.05 Strive Class A shares for each Semler share, representing a premium of nearly 210% over Semler's recent trading price, indicating confidence in both Semler's operations and the future potential of the combined entity [3] Corporate Strategy - The merged entity will focus on maintaining a capital structure that favors equity over debt, ensuring liquidity for operations and flexibility for future equity offerings [4] - Strive's strategy aims to attract a diverse investor base, including institutions seeking Bitcoin exposure through traditional equities and retail shareholders interested in crypto-linked opportunities [4][5] Market Implications - The merger and Bitcoin acquisition signify a transformation in Strive's identity, moving towards a digital-first financial foundation, which may attract greater market attention as Bitcoin gains traction in mainstream investment portfolios [5][6] - Strive's actions reflect a broader trend of increasing Bitcoin adoption among corporate entities, which could lead to enhanced investor interest and potential long-term appreciation of their treasury assets [6][7]

Partnership & Initiative - Strategy and Bitcoin Inc 达成五年战略合作，将 Bitcoin for Corporations 倡议延长至 2030 年 [1] - 该倡议旨在加速企业采用比特币 [1] Corporate Bitcoin Holdings - 38 家公司参与其中 [1] - 这些公司持有企业比特币总量的 69% [1]

Corporate Bitcoin Adoption Trends - Corporate Bitcoin adoption has significantly declined, with a 95% drop in the number of companies adopting Bitcoin as a reserve asset since July [1] - In 2025, there were 89 new companies adding Bitcoin to their balance sheets, a stark contrast to just 6 in 2020, indicating a slowdown in momentum [1][4] - The trend began with 4 companies in January, peaked at 21 in July, but fell to only 15 in August and just one in September [2] Market Impact - The stock prices of Bitcoin Treasury companies are cooling down after significant rallies, with Blockchain Group down 35% in the last month after a peak increase of 1,820% [2] - Metaplanet Inc experienced a peak increase of 355% but is now down 33.2%, reflecting a deflation of the Bitcoin adoption hype [3] Economic Concerns - Analysts believe corporate Bitcoin accumulation has been a key driver of Bitcoin's price increase of 96.75% year-to-date, primarily due to corporate and institutional buying [4] - There are concerns that slowing corporate buying could negatively impact Bitcoin prices, especially if companies begin to sell [5] - Many Bitcoin treasury companies are unprofitable and depend on Bitcoin price gains for solvency, leading to worries about their sustainability in a rising interest rate environment [5][6] Future Projections - Analysts predict a potential market dump for Bitcoin, projecting prices could drop towards $104,000 or $92,000 before a possible reversal [6][7]