- Corporate Bitcoin accumulation signals shift to long-term holding strategies.
- Exchange-held Bitcoin drops to 6-year low, fueling concerns of supply shock.
- Global firms, including Asian giants, increasingly adopt Bitcoin for treasury assets.
Bitcoin reserves on centralized exchanges have plummeted to levels not seen since 2018, sparking growing concern among traders. According to CryptoRover’s recent analysis, the dwindling supply of Bitcoin on trading platforms suggests a looming supply shock.
This development follows a sharp rise in accumulation by publicly traded companies, especially in the months after the U.S. presidential election. The trend points to a growing shift away from short-term trading toward long-term holding strategies.
BITCOIN EXCHANGE RESERVES ARE FALLING TO UNPRECEDENTED LOWS.
— Crypto Rover (@rovercrc) April 25, 2025
SUPPLY SHOCK INCOMING! 🔥 pic.twitter.com/pagrhCy25H
Public Firms Drive Supply Squeeze
The sharp decline in exchange-held Bitcoin is not random. In fact, over 425,000 BTC have moved off exchanges since November. Fidelity Digital Assets revealed that the current exchange reserves have dropped to approximately 2.6 million BTC. This marks the lowest level in more than six years. Meanwhile, publicly traded companies have acquired nearly 350,000 BTC over the same period.
Leading this corporate charge is Strategy, the business analytics firm turned Bitcoin powerhouse. Since November, Strategy has acquired over 285,000 BTC, representing about 81% of all public company purchases. The firm recently added another 6,556 BTC to its already massive holdings, showing no signs of slowing down.
Global Adoption Strengthens Trend
The movement isn’t confined to the United States. In Asia, public firms are also embracing Bitcoin as a treasury asset. Japanese firm Metaplanet currently holds 5,000 BTC and plans to double that figure in 2025.
Similarly, Hong Kong-based HK Asia Holdings has announced a capital raise of $8.35 million. The funds may go toward expanding its Bitcoin position as part of a growing regional trend.
Moreover, Fidelity Digital Assets, a subsidiary of the $5.8 trillion Fidelity Investments, continues to support the institutional adoption of crypto. The firm was among the first to offer a spot Bitcoin ETF in the United States, further solidifying its role in this evolving market.
