Корпоративные биткоин-накопления увеличились на 40%: новые компании вступают в битву за цифровое золото Translation: Corporate Bitcoin Holdings Surge by 40%: New Companies Join the Battle for Digital Gold

From July to September, 48 new companies joined the accumulation of the leading cryptocurrency. Bitwise reported that the total number of corporate holders of digital gold has reached 172.

Hunter Horsley, the CEO of an asset management firm, referred to these figures as «outstanding.» He emphasized that interest in Bitcoin is being demonstrated not only by private investors but also by public companies.

The cumulative holdings of these companies have surpassed 1 million BTC, valued at $117 billion, accounting for 4.87% of the total supply of digital gold. The largest holder remains the Strategy of Michael Saylor, which owns 640,250 BTC worth $71.9 billion, followed by MARA Holdings with 53,250 BTC valued at $5.9 billion.

Rachel Lucas, an analyst at BTC Markets, noted that the rise in cryptocurrency-focused companies indicates that «major players are doubling down rather than retreating.» At the beginning of September, specialists from CryptoQuant reported a sharp slowdown in the growth rate of corporate Bitcoin reserves.

Lucas believes this trend will continue. In a comment to Cointelegraph, she stressed that companies purchasing digital assets are not seeking short-term gains, but rather making strategic decisions for the long term.

Corporate treasuries continue to accumulate Bitcoin, but its price remains volatile. Lucas highlighted several factors contributing to this reaction.

The first is the method of accumulation. Companies typically acquire cryptocurrency through OTC (over-the-counter) trades. This strategy helps avoid slippage but does not have an immediate impact on the asset’s spot prices.

The second reason is the opposition of market forces. While public companies are buying the asset, other participants exert downward pressure, such as taking profits at local highs or amplifying price fluctuations through derivative instruments.

Widespread sell-offs are also provoked by macroeconomic events, including the recent trade tensions between the U.S. and China. This situation led to liquidation volumes in the crypto market exceeding $19 billion, causing the Bitcoin price to drop below $110,000.

Edward Carroll, head of markets at MHC Digital Group, noted that despite the lack of a noticeable price reaction, the fundamental imbalance in the market is intensifying. He stated that this will have a «positive impact on the price of digital gold in the medium and long term.»

The demand for Bitcoin will be «ordered and continue to grow in the coming years.» An important consequence of this trend will be the gradual weakening of the asset’s correlation with general market sentiments, the expert emphasized.

According to Bitbo, miners produce approximately 900 BTC daily, while companies acquire an average of 1,755 BTC.

Lastly, CryptoQuant analyst Axel Adler claimed that Bitcoin has passed a test of maturity.