Global companies have purchased over 100,000 bitcoins in just one month of July this year. This is considered one of the most aggressive buying movements in recent years.
According to the July report from the Bitcoin statistics site 'Bitcoin Treasury' on the 8th, listed and unlisted companies have newly purchased a total of 107,082 bitcoins during this period. This accounts for approximately 64.5% of the total new purchase volume of 166,000. The report suggests that this corporate-centered aggressive accumulation indicates that bitcoin is becoming a core means of corporate financial strategy beyond a mere speculative asset.
As of the end of July, the total amount of bitcoins held by global companies, governments, ETFs, and funds was estimated at approximately 3.64 million, which is worth about $428 billion at the time. Among these, listed companies hold 955,048, unlisted companies hold 292,364, governments hold 527,051, and other institutions such as ETFs, exchanges, and funds hold 1.47 million. The proportion of corporate holdings exceeds one-third of the total.
The most notable company in terms of bitcoin purchases was the US-listed company Strategy (formerly MicroStrategy). The company added a total of 31,466 bitcoins through three purchases in July, increasing its holdings to 628,791. This represents about 3% of the total circulating bitcoins. Strategy recorded $13.2 billion in profits from bitcoin investments in the first half of this year alone.
Following this, Bitcoin Standard Treasury Company (BSTR) reported holding 30,021 bitcoins, and Trump Media & Technology Group (DJT) holds 18,430 bitcoins. BSTR is pursuing a Nasdaq listing, and DJT has also announced plans to issue a bitcoin-based token. Additionally, major listed companies such as Japan's MetaPlanet, Coinbase, and Tesla are known to be holding thousands to tens of thousands of bitcoins long-term. Coinbase added 2,509 bitcoins in the second quarter, bringing its total holdings to 11,776.
The report also noted an expanding trend of altcoin accumulation. Ethereum (ETH) is held by 63 institutions, with a total value of approximately $10 billion. Solana (SOL) has an actual holding of about $530 million, and dozens of companies have disclosed plans to purchase various cryptocurrencies such as XRP and BNB in the future. In particular, investment plans related to Solana alone are known to be newly raising over $2 billion.
The expansion of corporate purchases is also closely related to regulatory and policy environments. The report analyzed that the United States' digitization of asset-related legislation has accelerated bitcoin demand. Particularly, the 'Genius Act' and 'Clarity Act' passed by the US Congress have provided institutional foundations for stablecoins and cryptocurrencies overall, offering clarity to institutional investments. Additionally, the Trump administration announced plans to expand national bitcoin holdings and government strategic reserves, raising market expectations.
Bitcoin Treasury stated, "The trend of listed companies actively adopting bitcoin at the financial strategy level will continue into August," and "Factors such as increased ETF demand, US dollar weakness, and policy stability will further promote institutional bitcoin holdings."
