Corporate Bitcoin Reserves Shrink Significantly

Corporate Bitcoin reserves have been significantly impacted as the cryptocurrency market faces growing uncertainty. The combined market cap of Bitcoin held by major corporate treasuries has dropped sharply from $152 billion in July 2025 to approximately $73.5 billion.

Companies like MSTR, Metaplanet, and XXI have seen their Bitcoin holdings cut in half, reflecting the ongoing market downturn. As Bitcoin’s price continues to decrease, corporate treasuries are under pressure to evaluate their positions in the cryptocurrency.

Despite the steep decline, many of these treasuries have not yet reacted by selling their Bitcoin reserves. However, if Bitcoin's price continues to fall, companies may be forced to reconsider their long-term outlook on the asset.

The current situation raises questions about which companies truly believe in Bitcoin as a store of value and which were merely caught up in the speculative hype surrounding the digital asset.

Altcoin Volumes Decline, Signaling Potential Buying Opportunity

While Bitcoin’s corporate reserves shrink, altcoin trading volumes have also experienced a significant decrease. The 30-day trading volume for stablecoin-quoted altcoin pairs has fallen below the yearly average, indicating a slowdown in market activity.

Ethereum’s price trend mirrors the decline in altcoin volumes, signalling a period of low market engagement. This decrease in trading volume, particularly with figures hovering around $1.5 billion, could present a potential buying opportunity for investors looking to dollar-cost average into altcoins.

The drop in altcoin volumes coincides with increasing selling pressure on Bitcoin, as older coins return to the market. CryptoQuant’s Coin Days Destroyed (CDD) data shows that older Bitcoin is being sold, indicating a shift in market sentiment.

With Bitcoin’s price hovering around $90K and corporate treasuries holding steady, the market faces heightened volatility and uncertainty. This market turbulence suggests that both Bitcoin and altcoin investors should prepare for further fluctuations in the coming months.