Publicly traded firms are outpacing US spot Bitcoin ETFs in BTC accumulation this yr, in line with newly compiled information from crypto platform CEX.IO.
Earlier this yr, US spot Bitcoin ETFs managed practically $120 billion in belongings, virtually double the $65.8 billion held by public firms. Nonetheless, company treasuries have since ramped up their Bitcoin purchases, narrowing the hole considerably.
Knowledge from CEX.IO reveals a 96% improve in company BTC holdings thus far this yr, in comparison with a 44% rise amongst ETFs. In greenback phrases, public corporations added $47.3 billion value of Bitcoin to their reserves in 2025, surpassing the $31.7 billion in web inflows recorded by ETFs.
One of the vital lively consumers this yr is Technique, the agency previously often called MicroStrategy. Since January, Technique has elevated its Bitcoin publicity by over $12 billion to bolster its long-standing place as a company chief in BTC accumulation.
One other notable participant is Twenty One Capital, a digital asset agency backed by Cantor Fitzgerald, Tether, and SoftBank. Its Bitcoin holdings have climbed above $5 billion, reflecting the sturdy institutional curiosity in direct BTC possession.
In the meantime, Japanese agency Metaplanet has multiplied its BTC stash practically sixfold this yr to greater than 17,000 BTC.
The rising affect of company treasuries within the Bitcoin market alerts extra than simply portfolio diversification. In contrast to ETFs, which provide liquid, custodial publicity, stability sheet holdings mirror a direct and fewer versatile dedication, usually tied to long-term strategic views.
