Bitcoin’s Corporate Treasury Increases Holdings Amid ETF Sell-Off

Key Points:

• Bitcoin’s Corporate Treasury acquired 630 BTC as the week began, continuing its trend of monthly inflows.

• This acquisition contrasts sharply with ongoing sales from Bitcoin ETFs, which offloaded approximately $300 million on Monday.

• Interestingly, not everyone is hesitant about “buying the dip” at the current price levels.

In the midst of a jittery crypto market, the Bitcoin Treasury uploaded over 600 BTC on Monday.

Data from Capriol Investment shows that corporate buyers are seemingly unfazed by the dipping BTC prices.

Bitcoin Treasuries Stand Out Against ETF Trends

For some market participants, including institutional investors, Bitcoin continues to look like a solid buy, even as others are scurrying for the exits.

According to Capriol, the Treasury added around 630 BTC (valued at approximately $72 million) on Monday.

This has become a notable trend, as it marks new highs for August, showcasing a distinct sentiment difference between the Treasury and other significant investors.

In parallel, US Spot Bitcoin ETFs recorded a net flow of $323.5 million on the same day, with the major ETF, BlackRock’s Ishares Bitcoin Trust (IBIT), contributing $292.2 million in one of 2025’s largest daily declines.

Capriol’s earlier report indicated that July 21 saw a peak with over 26,700 BTC purchased, amounting to around $3 billion for the month, illustrating sustained Treasury interest.

Charles Edwards, the founder of Capriol, pointed out that historically, major sell-offs by the Treasury have coincided with local price bottoms, serving as potential buy signals.

“Every time the Bitcoin Finance company’s daily sales exceeded 1,500 BTC in its past cycles, it happened at local price lows, thus signaling a buying opportunity,” he explained to his followers on Tuesday.

The last significant sell-off occurred on March 31, with over 1,700 BTC sold for approximately $194 million, leading to a BTC/USD dip to around $74,500 about a week later.

Fluctuating Market Sentiments

As noted by Cointelegraph, the expectations surrounding Monday’s ETF results are quite high, with trading firm QCP Capital suggesting that they will influence short-term market moods.

Related: Is BTC set to revisit $75K? Here are five key points regarding Bitcoin this week.

“If the influx begins to compress resumes and volatility metrics, it will provide stronger evidence that the current conditions might support the buying dip narrative,” members of a trading channel commented following the news.

However, Bloomberg’s ETF analyst Eric Barknath suggested that the existing conditions might present a classic opportunity.

“Many scenarios are playing out, but it wouldn’t surprise me if a trader decides to buy the dip,” he mentioned on social media alongside a dip-buying return chart.

“Why? Because it worked, and I’ve been saying this for literally decades.”

Many scenarios are unfolding, but don’t be surprised if a trader buys the dip. Why? Because it’s been effective for a long time. The weekly recovery after dips, though not as significant as the 2021 or ’90s rallies, is still positive.

– Eric Balchunas (@ericbalchunas)

This article does not include investment advice or recommendations. All investment and trading actions carry risks, and readers should conduct their own research before making decisions.