#机构大量增持比特币显示信心 $BTC 2025 At the end of 2025, a large number of institutions significantly increased their holdings of Bitcoin, demonstrating strong confidence in Bitcoin. This confidence is also reflected in multiple dimensions such as asset positioning recognition and counter-cyclical layouts amid volatility. Relevant on-chain and market data can also fully corroborate this, as detailed below:
1. Deepening asset recognition: Institutions have generally regarded Bitcoin as a strategic asset. By the end of 2025, spot Bitcoin ETFs and corporate treasury holdings accounted for over 10% of the total circulating Bitcoin supply. ETFs like BlackRock's IBIT and Fidelity's FBTC, as well as companies like MicroStrategy and Tesla, collectively absorbed over 2 million Bitcoins within the year; since January 2023, global corporate Bitcoin holdings have surged from 197,000 to 1,080,000 Bitcoins, an increase of 448%, clearly indicating institutions' recognition of its value storage and asset allocation attributes.
2. Adding positions against the trend shows confidence: In November, Bitcoin's price plummeted from $126,000 to below $80,000, yet institutions viewed the pullback as a buying opportunity. From December 1 to 7, Strategy invested $962.7 million to increase its holdings by 10,624 Bitcoins; sovereign wealth funds in the Middle East, such as Mubadala, also increased their holdings through related trusts with BlackRock, which alone added over $18 billion in managed assets, demonstrating that this counter-cyclical operation is a direct reflection of confidence.
3. On-chain indicators confirm long-term holding determination: In the first few days of December, wallets holding 10 to 10,000 Bitcoins saw a net increase of 47,584 Bitcoins; long-term holders cumulatively increased their holdings by over 375,000 Bitcoins within 30 days, with a single day adding 50,000 Bitcoins. At the same time, the average expenditure-output profit margin is close to a balanced level, with very little profit-taking pressure, indicating that institutions are not short-term speculators but are locking in assets for the long term, further highlighting their confidence in its long-term value.
4. Companies and mining enterprises are synchronously strengthening signals: In addition to technology and financial institutions, companies in other fields are also actively increasing their holdings. The medical company Prenetics increased its holdings by 126 Bitcoins in November, with a month-on-month growth of 33.3%; the mining company American Bitcoin added 416 Bitcoins from December 2 to 8, raising its holdings to 4,783 Bitcoins. The cross-industry layout further amplifies the market effect of confidence transmission.
