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Bitcoin Treasury companies are the town’s talks at the recent BTC Asia conference in Hong Kong, and Onchain data shows that more than their virtual coffers, but a new report from cryptoquant highlights that they are a bit more careful with their crypto purchase.
Cryptoquant data shows combined BTC treasury handling that hit 840,000 BTC this year, led by a approach with 637,000 BTC.
However the average purchase size collapsed: the strategy only bought 1,200 BTC per transaction in August, while other companies averaged 343 BTC. Both numbers dropped 86% from early 2025 high, signing smaller, more hesitant purchases that suggest barriers to liquidity or indifference.
The numbers show a noticeable difference -It. The transaction activity is close to record levels, 53 deals in June and 46 in August, but each deal involves less bitcoin.
The strategy gained only 3,700 BTC in August compared to 134,000 BTC at its peak last year, while other Treasury companies slipped to 14,800 BTC from 66,000 BTC.
Declining the average size of the deal suggests wealth is still active but refuses to make large capital blocks, reflecting both the barriers to liquidity and a more careful psychology in the market.
All of this should be considered a concern for investors, as BTC price growth in the second quarter of the year is further driven by the accumulation of the Katan companies, CoinDesk’s data indices show.
In late August 2025, institutions absorb more than 3,100 BTCs a day against just 450 mines, creating a 6: 1 supply supply CoinDesk reported at that time.
This demand increases the risk that the current price strength may be less sustainable if the treasures continue to buy carefully rather than in size.
That is not to say that there is no growth in the BTC treasury sector. It’s just smaller.
Bitwise report That 28 new Treasury companies were formed in July and August only, with the addition of more than 140,000 BTC.
Meanwhile, Asia is emerging as the next facade for Digital Asset Treasury companies as Taiwan based on Sora Ventures has launched a $ 1 billion funding to seed regional treasury firms, with an initial commitment of $ 200 million.
Unlike Metaplanet, Asian Treasury’s largest public company with 20,000 BTCs in its balance, Sora’s vehicle will be able to operate institutional capital to support many of those who enter.
If the new Asian waves are offsetting the size of the incumbents in accumulation is the main question for the next stage of Bitcoin adoption -and where the price goes.
Market movement
BTC: Bitcoin remains elastic around $ 110k – $ 113k range, supported by expectations of federal reserves rate cuts, increasing institutional flowing through
Eth: The Ethereum trades close to $ 4,300 levels. Its short-term weakness, with a 3.8% weekly decline, is described in the ETF flows and periodically covered trade in September. However, the longer perspective remains positive, bullied of interest in institutional, growing staking activity, and imaginary forecasts that target $ 4,600- $ 5,000 if the resistance breaks
Gold: Gold rallies to record levels in the middle of a combination of vulnerable work data in the US, increases the availability of expectations, a soft US dollar, political and economic uncertainty, and continued accumulation of the central Bullion bank.
NIKKEI 225: Most Asia-Pacific stocks rose Monday, along with Nikkei 225 to Japan 1.5% after Prime Minister Shigeru Ishiba resigned following pressure from his election defeat.
