News

According to Cointelegraph, the adoption of Bitcoin by treasury companies has significantly slowed in the fourth quarter of 2025. While the largest corporate holders continue to quietly increase their Bitcoin reserves, smaller companies have reduced their activity. Data from blockchain platform CryptoQuant reveals that only nine new companies have added Bitcoin to their balance sheets in the fourth quarter, a sharp decline from the 53 new companies in the previous quarter. In total, 117 new companies have adopted Bitcoin this year. Despite the overall growth in 2025, most Bitcoin treasury companies hold relatively small amounts. However, the data indicates that well-funded corporate treasuries are still acquiring Bitcoin, even as smaller companies and retail participants reduce their purchases. Some firms have halted their Bitcoin accumulation this quarter, such as Japanese investment company Metaplanet, which has not purchased Bitcoin in over two months. Additionally, some companies are selling their Bitcoin holdings. For instance, UK-based Satsuma Technology sold 579 Bitcoin for approximately $53 million, leaving 620 Bitcoin on its balance sheet. Amid the slowdown, major corporations continue to accumulate Bitcoin. Strategy, the largest corporate Bitcoin holder, made a significant purchase of $962 million worth of Bitcoin on Monday, marking its largest acquisition since July. This purchase brings the company closer to matching the $21.97 billion worth of Bitcoin it acquired in 2024. Currently, over 1 million Bitcoin, valued at $90.2 billion, is held in public company treasuries, representing 4.7% of the total supply. Additionally, 1.49 million Bitcoin, or 7% of the supply, is held by spot Bitcoin exchange-traded funds. The slowdown in digital asset treasury (DAT) acquisitions is also evident. Ripple-backed Evernorth Holdings has been inactive since the end of October, following its acquisition of $950 million in XRP tokens. Evernorth's XRP holdings have faced nearly $80 million in unrealized losses due to market declines and increasing pressure on DATs. BitMine Immersion Technologies, the largest corporate Ether holder, has also reduced its Ether acquisitions from a peak of $2.6 billion in July to $296 million in December. Cumulative investments from Ether treasury firms have decreased by 81% over the past three months, from 1.97 million ETH acquired in August to 370,000 ETH in November.

According to ChainCatcher, Bitcoin remains in a weakened state following weeks of sell-offs. Despite a 25 basis point interest rate cut announced by the Federal Reserve, which led to gains in Asian stock markets following Wall Street, Bitcoin declined during the Asian trading session, failing to uplift the sentiment among cryptocurrency traders. Sean McNulty, Head of Derivatives Trading for Asia-Pacific at FalconX, noted that Bitcoin's next significant support level is at $88,500, with $85,000 being a critical threshold. On Wednesday, U.S. Bitcoin ETFs saw a net inflow of $224 million, yet Bitcoin's price struggled to stay above $94,000, indicating that structural selling pressure outweighed demand.

Bitcoin may benefit from the Federal Reserve’s latest rate cut and liquidity injections, but BTC options pricing shows traders see limited probability of a rally above $100,000 in the near term, even as macro conditions shift in favor of risk assets.Fed Cuts Rates to 3.75%, Opens Liquidity Valve With Bond PurchasesThe Federal Reserve delivered a widely expected 25 bps rate cut, lowering the upper bound to 3.75%, but the committee revealed an unusually split vote, with two members preferring no cut.Chair Jerome Powell maintained a cautious tone, citing labor-market softening and persistent inflation risks.More consequential for markets was the Fed’s announcement of a $40 billion short-term Treasury purchase program, reversing years of balance-sheet reduction. After peaking near $9 trillion in 2022, the balance sheet now sits around $6.6 trillion.The Fed’s re-entry into bond markets is designed to bolster liquidity, allowing banks more capacity to lend and stimulating investment during an economic slowdown.Bitcoin Options Market: 70% Probability BTC Stays Below $100K by JanuaryDespite improved liquidity conditions, Bitcoin derivatives traders remain cautious.The $100,000 January 30 call option trades at a premium of $3,440, implying roughly a 70% chance BTC stays under $100K through the end of January, based on Black–Scholes modeling.Just one month ago, the same call traded near $12,700, reflecting a sharp drop in bullish conviction.This expiration lies just two days after the next FOMC meeting on Jan. 28, adding macro uncertainty. According to CME FedWatch, markets assign 24% odds of another rate cut at that meeting, though visibility is limited due to the recent U.S. government data-release disruptions.Why the Fed Boosts Stocks More Than BitcoinEquities respond more directly to lower rates as cheaper financing supports earnings growth.Bitcoin, however, has lagged gold and has struggled to attract strong inflows from investors repositioning out of short-term bonds.S&P 500 is up 13% over the past six months.5-year U.S. Treasury yields dropped from 4.1% to 3.72%.Despite favorable macro shifts, whales and market makers remain unconvinced that Bitcoin can sustain a breakout, especially as store-of-value demand favors gold amid rising U.S. debt concerns.What Could Change the Outlook?Analysts note that a spike in equity risk premiums, especially in frothy segments like AI-related stocks, could redirect capital into alternative assets — including Bitcoin.But for now, BTC remains capped below $100K with derivatives positioning signaling skepticism toward a durable rally.

According to Odaily, trader Banmuxia has analyzed recent Bitcoin movements, noting a surge that occurred early in the morning, though it was not substantial. The increase from $80,500 appears to be forming a leading wedge pattern. Within the context of a major fourth wave adjustment, this leading wedge is likely the 'a' wave, suggesting that the current adjustment should not exceed the range of $93,100 to $83,800. The adjustment is nearing the 0.382 level, indicating a possible conclusion. Additionally, the $89,000 to $90,000 range serves as a strong support level. The market anticipates a potential rise to $103,500 to $112,500 over the next month, though the process may be quite volatile.

According to ChainCatcher, U.S. Bitcoin spot ETFs experienced a net inflow of $221.56 million yesterday. Among these, IBIT, managed by BlackRock, saw an inflow of $190.98 million, while FBTC, managed by Fidelity, recorded an inflow of $30.58 million.

Bitcoin’s role as a corporate reserve asset is strengthening as more public companies adopt long-term Bitcoin treasury strategies, according to Blockstream founder and CEO Adam Back. Speaking in comments highlighted by ChainCatcher, Back said he believes “all companies will eventually become Bitcoin reserve firms,” marking a structural shift in how corporations manage balance-sheet liquidity and inflation risk.Corporate Bitcoin Adoption Surges Since 2020Back pointed to the inflection that began in 2020, when MicroStrategy became the first publicly traded firm to formally adopt Bitcoin as its primary reserve asset. Since then, he said, the trend has expanded rapidly:Nearly 200 listed companies now hold Bitcoin on their balance sheets.Major corporations — including Tesla — added exposure in 2025.Institutional participation continues to deepen, even as price volatility persists.Back described this as “still the earliest stage” of a global corporate shift toward Bitcoin, arguing that long-term macro conditions continue to support accumulation.Market Pullback Seen as Macro-Driven, Not StructuralBitcoin has fallen nearly 27% from its October peak, pressured by broader macro uncertainty and the unwinding of high leverage across derivatives markets.Back noted, however, that such corrections are typical during bull-market expansions and do not undermine the long-term thesis:Bitcoin remains a strategic hedge against monetary inflation.Corporate treasuries continue to buy despite short-term volatility.Adoption metrics suggest the market is “nowhere near saturation.”The Strategic Case for Bitcoin on Corporate Balance SheetsAccording to Back, companies are increasingly turning to Bitcoin because:It offers long-duration protection against currency debasement.It provides a globally liquid, censorship-resistant store of value.It is uncorrelated with traditional corporate cash reserves.As more firms adopt Bitcoin for treasury diversification, Back expects the practice to become a global standard rather than an exception. 

According to ChainCatcher, U.S. publicly traded cryptocurrency wallet company Exodus Movement (EXOD) has sold 245 bitcoins. The company's current bitcoin holdings now total 1,902 bitcoins.

On Dec 11, 2025, 02:31 AM(UTC). According to Binance Market Data, Bitcoin has dropped below 90,000 USDT and is now trading at 89,945.632813 USDT, with a narrowed 2.73% decrease in 24 hours.

On Dec 11, 2025, 01:15 AM(UTC). According to Binance Market Data, Bitcoin has dropped below 91,000 USDT and is now trading at 90,987.921875 USDT, with a narrowed 1.34% decrease in 24 hours.

On Dec 10, 2025, 21:08 PM(UTC). According to Binance Market Data, Bitcoin has dropped below 92,000 USDT and is now trading at 91,944.898438 USDT, with a narrowed 1.24% decrease in 24 hours.

On Dec 10, 2025, 20:15 PM(UTC). According to Binance Market Data, Bitcoin has crossed the 94,000 USDT benchmark and is now trading at 94,226.507813 USDT, with a narrowed 0.59% increase in 24 hours.

On Dec 10, 2025, 19:14 PM(UTC). According to Binance Market Data, Bitcoin has crossed the 93,000 USDT benchmark and is now trading at 93,000.921875 USDT, with a narrowed narrowed 0.98% decrease in 24 hours.

According to Odaily, the Chairman of the U.S. Commodity Futures Trading Commission has confirmed that Bitcoin will be accepted as collateral in the derivatives market.

According to Odaily, Bitcoin mining company MARA recently transferred 275 BTC, valued at $25.31 million, to FalconX. This transaction was detected by Lookonchain monitoring two hours ago.

On Dec 10, 2025, 11:44 AM(UTC). According to Binance Market Data, Bitcoin has dropped below 92,000 USDT and is now trading at 91,991.679688 USDT, with a narrowed narrowed 1.91% increase in 24 hours.

According to Odaily, The Bitcoin Historian shared on the X platform that Michael Saylor's Strategy has recently seen its trading volume surpass that of Amazon. Wall Street is reportedly making significant investments in Bitcoin, indicating a substantial scale of activity.

On Dec 10, 2025, 10:04 AM(UTC). According to Binance Market Data, Bitcoin has crossed the 93,000 USDT benchmark and is now trading at 93,131.328125 USDT, with a narrowed 3.27% increase in 24 hours.

According to CoinMarketCap data, the global cryptocurrency market cap now stands at $3.15T, up by 2.45% over the last 24 hours.Bitcoin (BTC) traded between $89,912 and $94,589 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $92,482, up by 2.40%.Most major cryptocurrencies by market cap are trading mixed. Market outperformers include AXL, G, and HYPER, up by 31%, 31%, and 19%, respectively. Top stories of the day:Bitcoin Trading Volume Surpasses Amazon as Wall Street Invests Heavily Long-Term Japanese Government Bond Yields Rise South Korea's National Pension Service Increases Stake in Bitcoin Treasury Firm Bitcoin's Price Surge Sparks Renewed Trader Interest Major Banks Begin Issuing Bitcoin-Backed Loans Invesco Submits Filing for Solana ETF Launch XRP Spot ETF Breaks $1 Billion AUM in Less Than Four Weeks, Fastest Growth Since ETH ETF Launch Federal Reserve December Rate Cut Probability at 89.6% U.S. Labor Statistics to Release Key Economic Data in January U.S. Job Openings Surpass Expectations in OctoberMarket movers:ETH: $3316.59 (+6.42%)BNB: $890.04 (+0.45%)XRP: $2.0751 (+0.73%)SOL: $138.36 (+4.30%)TRX: $0.2798 (-0.39%)DOGE: $0.14602 (+4.04%)ADA: $0.4674 (+9.74%)WLFI: $0.1524 (+2.01%)WBTC: $92327.1 (+2.36%)BCH: $565.7 (-1.14%)

According to Odaily, SpaceX has moved 1,021 BTC to a new wallet. The transfer, monitored by Onchain Lens, is valued at $94.48 million.