Bitcoin’s Power Shift: How Institutional Giants Are Seizing Control Through Massive Accumulation

Wall Street's whales are swallowing Bitcoin whole—and retail investors are just along for the ride.

The Institutional Takeover

Massive purchase orders hitting exchanges signal a fundamental shift in Bitcoin's ownership structure. These aren't your average crypto bros dipping their toes—these are billion-dollar allocations moving through over-the-counter desks and regulated custody solutions.

Quiet Accumulation Strategy

While retail traders chase memecoins and leverage, institutions execute disciplined dollar-cost averaging through market dips. They're building positions methodically, bypassing emotional trading patterns that plague smaller investors.

Market Structure Transformation

The days of Bitcoin being dominated by retail speculation are fading fast. Institutional participation brings both stability and new dynamics—liquidity deepens but volatility becomes more strategic rather than chaotic.

Traditional finance finally discovered digital gold—just as they finish vacuuming up the supply at prices that'll make future entrants wince. Some things never change on Wall Street.

In brief

• Metaplanet bought 5,419 BTC for $632 million, reaching 25,555 BTC officially held.
• Strive merged with Semler Scientific, adding 5,816 bitcoins for a treasury exceeding 10,900 BTC.
• Michael Saylor continues his offensive, announcing an additional $99 million invested in Strategy’s wallet.
• Several crypto treasuries now use stock buybacks, revealing the fragility of the stock market model.

Metaplanet and Strive: When the Whales’ Appetite Makes Itself Heard

Despite a “Red September“, Metaplanet, the Japanese company that has become a benchmark in digital treasury, just made a big move. It bought 5,419 BTC for about $632 million, bringing its reserves to 25,555 BTC. This rise places it fifth globally among corporate holders, behind giants like MicroStrategy or Tesla.

The goal is clear: 30,000 BTC by 2025 and 210,000 BTC in 2027, the equivalent of 1% of the total supply.

Meanwhile, the Strive group announced a stock merger with Semler Scientific, valued at $1.34 billion. This operation comes with a massive purchase of 5,816 bitcoins, about $675 million, consolidating its role as a new giant in the ecosystem.

Michael Saylor, true to his line, added $99 million of BTC to Strategy. His company, a pioneer of the “crypto treasury” model, thus continues to set an example despite the prevailing volatility.

Corporate Whales, Shields Against Crypto Storms

The Bitcoin price recently slipped below $113,000, triggering an RSI in oversold territory (21). Such a sharp drop could have panicked the markets, but the institutional reaction reversed the sentiment. Each massive purchase announcement acts as a psychological barrier.

Traditional crypto players are closely monitoring this resilience.

Several analysts believe regulatory clarity will be a decisive step for institutional adoption of Bitcoin. Beyond the symbolic effect, this dynamic could trigger major side effects across all financial markets.

The consequence is double: on one hand, corporate whales reassure crypto investors by consolidating the price floor. On the other hand, they confirm that bitcoin is not only a speculative asset but a strategic reserve attracting traditional finance.

The Paradox of Crypto Treasuries: Between Trust and Fragility

Institutions’ appetite contrasts with warning signs sent by some crypto treasuries. The Financial Times highlighted that several companies, unable to sustain their stock market valuation, resort to stock buybacks rather than new bitcoin acquisitions. Some are even worth less than their BTC reserves, a troubling paradox questioning the viability of this model.

Key figures to remember:

• 25,555 BTC now held by Metaplanet;
• 10,900 BTC estimated for Strive after its acquisition of Semler;
• $99 million invested by Strategy in its latest purchase;
• Target of 210,000 BTC for Metaplanet in 2027.

This contrast fuels a broader reflection: on one side, institutions reinforce their role as market stabilizers. On the other, some fragile structures show that the “crypto treasury” model can be a house of cards. This reveals the full ambiguity of a sector where trust coexists with uncertainty.

Buying BTC is not a fad. It is an extrapolation towards a digital future where Bitcoin becomes indispensable. In the United States, Eric TRUMP bluntly reminded us: ignoring the asset is condemning oneself to remain on the sidelines. By warning companies still shunning bitcoin, he highlighted a clear choice: prepare for tomorrow or miss the bus forever.

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