Kepemilikan Bitcoin oleh Perusahaan Mencapai 1,3 Juta BTC — Hampir Seluruh Pertumbuhannya Berasal dari Satu Perusahaan

ZyCrypto · 2026-10-29T09:23:04.000Z

Menurut data yang dibagikan CryptoQuant hari ini, perusahaan publik kini secara kolektif memegang 1,3 juta BTC, naik 31% selama 14 bulan terakhir. Meskipun mencapai tonggak ini, sentimen pasar telah berubah secara signifikan, menandakan era baru adopsi Bitcoin oleh perusahaan. Sejak 14 Agustus 2025, kepemilikan Bitcoin telah meningkat sebanyak 304.337 BTC. Laporan tersebut menunjukkan bahwa perusahaan publik terus mengakumulasi BTC dengan laju yang belum pernah terjadi sebelumnya. Akumulasi Bitcoin oleh perusahaan pemegang Bitcoin melambat Namun, data menunjukkan bahwa struktur pasar Bitcoin sedang berubah, karena sebagian besar perusahaan pemegang Bitcoin baru-baru ini menghentikan akumulasi BTC atau mengurangi pembelian mereka.

Publicly listed firms now collectively hold 1.3 million BTC, up 31% over the past 14 months, according to data CryptoQuant shared today. Despite the milestone, market sentiment has shifted significantly, indicating a new era of corporate Bitcoin adoption.
Since August 14, 2025, Bitcoin holdings have increased by 304,337 BTC. The report suggests public companies continue to accumulate BTC at a record rate.
 Bitcoin treasury accumulation slows
However, the data shows Bitcoin’s market structure is changing, as most Bitcoin treasury companies have recently halted BTC accumulation or reduced their purchases.
The data revealed a disturbing reality. Of the 1.3 million BTC that public companies have accumulated over the past 14 months, 71% came from a single firm: Michael Saylor’s Strategy. This reveals that the rest of the sector has been buying less Bitcoin, raising questions about the sustainability of Bitcoin treasury companies.
The data show that treasury firms’ Bitcoin adoption slowed substantially over the period. Strategy, the largest corporate Bitcoin holder, quietly increased its holdings by 216,060 BTC, while other companies increased theirs by 109,935 BTC. This suggests the rest of the sector reduced its accumulation activity.
Beyond Strategy, buying activity collapsed in the rest of the sector. Only 50 of 205 firms with BTC history bought any BTC in the past six months, according to the data.
Selling shows a new wave of institutional adoption
Lastly, selling has been normal in the sector, as many companies have liquidated their Bitcoin holdings. The data show that 44 of 100 newly formed Bitcoin treasury companies have sold part of their BTC holdings.
This unprecedented selling activity indicates a new wave of institutional Bitcoin adoption. Although the sales represent a small portion of their holdings, they show treasury firms are starting to actively manage their BTC positions rather than holding them passively.
These shifts signal that corporations are embracing more sophisticated treasury strategies, managing price fluctuations, balancing exposure, and treating BTC as an active reserve asset. These changes point to Bitcoin’s rising maturity as an institutional financial instrument. As some corporations rebalance and take profits, the broader trend remains clear: institutions are capitalizing on BTC as a strategic asset in the corporate world.