U.S. listed companies have outpaced the purchase speed of Bitcoin (BTC) Exchange Traded Funds (ETF) in the market this year. With corporate Bitcoin holdings surging by 96% in 2025, a preference for direct ownership over indirect investment through ETFs has become increasingly clear.
According to cryptocurrency platform CEX.IO, corporate Bitcoin assets have increased by a total of $47.3 billion (approximately 65.747 trillion won) in 2025. During the same period, ETF net inflows were limited to $31.7 billion (approximately 44.06 trillion won). This suggests that corporate Bitcoin investment speed far exceeds that of ETFs.
In particular, the U.S. software company 'Strategy' (formerly MicroStrategy) has solidified its market position by additionally purchasing Bitcoin worth approximately $12 billion (approximately 16.68 trillion won) this year. This company is a representative firm that continuously purchases Bitcoin, considering it a strategic reserve asset rather than a simple asset.
Digital asset management firm 'Twenty One Capital', backed by SoftBank, Tether, and Cantor Fitzgerald, also showed a strong upward trend. The company's Bitcoin holdings have exceeded $5 billion (approximately 6.95 trillion won) and have risen to the third-largest Bitcoin holdings in the market just a few months after entering. Additionally, the listed company 'Metaplanet', headquartered in Tokyo, has increased its Bitcoin holdings nearly sixfold in 2025, currently holding over 17,000 BTC.
Experts analyze that corporate physical holdings are made from a much more long-term perspective compared to ETF investments, indicating a qualitative change in market trust in Bitcoin. While ETFs have strengths in liquidity and diversified investment, their holding structure is inherently indirect. In contrast, corporate BTC purchases are recorded as their own assets on the balance sheet, showing a clear strategic approach.
Industry analysts commented, "Institutional assets are gradually shifting from ETF structures to physical holdings" and "This is proof that cryptocurrencies are becoming core operational assets for companies, beyond mere financial instruments."
As Bitcoin treasury size increases dramatically, digital assets are gaining presence in corporate financial strategies. With ETF-centered capital inflows slowing down, there are suggestions that corporate physical purchases could become the absolute liquidity axis of the market.
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