Corporate Bitcoin Reserves Hit Record Levels
In August, companies’ Bitcoin reserves hit 840,000 BTC. This milestone shows that institutions are still interested, even though demand is clearly dropping. The numbers show that big companies are in charge and small companies are being careful about entering the market.
Michael Saylor’s strategy has 637,000 BTC, which makes it the most powerful in the market. This one company controls 76% of all corporate reserves, which shows how powerful it is. There are 203,000 BTC spread out among 32 companies around the world.
Growth Slows Down After a Big Buildup
After the U.S. elections in late 2024, reserves grew quickly. Strategy doubled its Bitcoin holdings in just one month of that time. This made a lot of people feel good, and other companies followed suit quickly.
In early 2025, other businesses greatly increased their reserves. In less than a year, their total assets went from 15,000 to 203,000 BTC. The rapid growth is now slowing down as sales slow down a lot.
August Sales Are Below Average for the Year
Strategy only bought 3,700 BTC in August. Other businesses bought a total of only 14,800 BTC for their reserves. These numbers are much lower than the averages from earlier in the year.
This was a lot less than the yearly average of 24,000 BTC. It was also very different from June’s peak of 66,000 BTC purchases. Analysts say that the slowdown shows that institutional buyers are less sure about their purchases.
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Institutional Hesitation: A Bitcoin Transaction Size Drops 86%
The average size of a Strategy transaction dropped to 1,200 BTC. The average transaction size for other companies fell to just 343 BTC. Smaller transactions show that people in the industry are becoming more cautious and unsure.
This was an 86% drop from the highs of early 2025. These kinds of big drops don’t happen very often when the market is going up. Experts say this could be an early sign that institutional hesitation is spreading quickly.
Monthly Growth Rates Drop a Lot
Strategy’s monthly growth rate dropped from 44% in December to just 5% in August. This drop shows that even the biggest holders are losing momentum. This slowdown was also seen in the portfolios of smaller companies.
Other businesses went in the same direction. Growth rates fell from 163% in March to only 8% by the end of August. The slowdown shows that people are being more careful now than they were before.
Corporate Bitcoin Buys Show Change in Strategy
Companies are still buying Bitcoin, even though they are making smaller purchases. There were 53 transactions in July and 46 in August. The number of trades stays the same, but the average size is much smaller.
This was still more than the 14 purchases made in November 2024. There is activity, but the number of things that can be done is getting smaller. The change shows how frequency and the actual size of purchases are not the same thing.
Analyst Warns of a Bitcoin Slowdown, Cites 1920s Bubble
CryptoQuant analysts said that smaller transactions show that demand is going down. They think that institutional caution could affect the stability of Bitcoin prices. If things keep going the way they are, money coming into companies may not be enough to keep the market growing.
Experts said this trend was like the investment trust bubble of the 1920s. In the past, big corrections in asset markets were preceded by similar slowdowns. Some people say that a slowdown in corporate purchases makes it more likely that there will be bigger sell-offs.
