In fact, there are a total of 153 companies holding BTC with a 'non-zero balance', among which the most prominent are the 29 listed companies mentioned in the previous content, which together hold 108.2w BTC (of which Other holds 54,331).
As seen in Figure 1, on October 6, there were only 67 companies holding 'BTC with a non-zero balance', but with the deep correction of BTC, this number suddenly surged, reaching 153 as of yesterday.
In addition to the BTC reserves held by physical enterprises, the spot ETF currently holds 131.1w BTC, with the top three being: BlackRock 77.7w, Fidelity 20.2w, Grayscale 16.7w (Figure 2);
Additionally, governments around the world hold 615,000 BTC (Figure 3); among them, the U.S. government holds 325,000, ranking first; interestingly, the Chinese government holds 190,000, second only to the U.S. The Chinese government has reportedly never disclosed its BTC holdings in any official capacity, so it's unclear how Glassnode arrived at this statistic.
In addition, there are 3.409 million BTC that have not been moved for 10 years on-chain (Figure 4). Among these, aside from some cold wallets from established exchanges and true believers among the OGs, many should belong to those who have either lost their private keys or are no longer around; this includes over 1 million belonging to Satoshi Nakamoto.
Public companies 1.082 million,
Spot ETF 1.311 million,
Satoshi Nakamoto 1 million+,
Estimated lost coins 2 million;
All long-term holders collectively own 14.35 million coins......
So..... how much BTC do we still have to buy in the future?
