Corporate Bitcoin Buying Plunges to About 5,900 BTC in Past Three Months, Glassnode Says

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Summary · why it matters

On-chain analytics firm Glassnode reported on September 16 that net Bitcoin purchases by listed companies amounted to only about 5,900 BTC over the past three months, roughly 69.5 billion yen. Compared with the roughly 89,000 BTC, or about 1.048 trillion yen, recorded in July 2025, that is about one-fifteenth of the level. The average acquisition price for listed companies stands at about 80,500 dollars, roughly 6 percent above the market price at the time of the survey, leaving these companies as a whole sitting on unrealized losses. Behind the slowdown in buying are the decline in Bitcoin's price and tightening financial conditions, as core inflation in the United States has fallen to 2.4 percent while the policy rate holds at 3.75 percent, pushing real interest rates higher. New demand from sources other than companies has also weakened: U.S. spot Bitcoin ETFs saw net outflows of about 334 million dollars between September 8 and 14, while the stablecoin supply was roughly 301 billion dollars, flat from the previous week. Strategy, one of the world's largest Bitcoin holders, is shifting its focus from an all-out buying strategy to management that emphasizes capital efficiency, and Glassnode noted that the corporate average acquisition price of 80,500 dollars could serve as near-term resistance on the upside.

Impact on assets 2

Digital Finance & Tokenization▼ · 1 stocks
MicroStrategy Incorporated
MSTR
▼ NegativeCapitalrelevance

Strategy is shifting from all-out Bitcoin buying to capital-efficiency management, and its corporate average acquisition price of $80,500 leaves it sitting on unrealized losses.

Others▼ · 1 stocks
Bitcoin
BTC-USD
▼ NegativeDemandrelevance

Corporate net Bitcoin purchases plunged to about 5,900 BTC in three months, roughly one-fifteenth of July's level, with ETF outflows and flat stablecoin supply signaling weakened demand.

Theme Impact 4

Off-coverage companies 1

GlassnodePrivate± Mixed
relevance

Glassnode is the analytics firm reporting the data, not a subject of the news impact.

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