Institutions Aren’t Buying Crypto Anymore, They’re Taking It Off the Market

The shift isn’t subtle anymore. It’s loud. It’s happening in real time. And it’s being led by the biggest buyers in the space, the ones who don’t trade for a quick flip, but stack for the long haul.

This week delivers three clear signals: institutional accumulation is accelerating, supply is tightening, and the market is slowly entering a new era where retail traders no longer shape the cycle.

Let’s break it down.

Strategy Adds Another 10,624 BTC, and They’re Now Up 24.7% in 2025

Strategy just made another major move.

They acquired 10,624 BTC for $962.7 million, buying at an average price of $90,615 per bitcoin. That is not a cautious add. That is a confident, multi-hundred-million-dollar punch straight into the market.

According to their latest update (as of 12/7/2025), Strategy now holds:

•  660,624 BTC
•  Acquired for $49.35 billion
•  Average price: $74,696 per BTC
•  24.7% BTC yield year-to-date in 2025

They aren’t reacting to volatility. They aren’t waiting for a dip. They’re executing a straight accumulation strategy, cycle after cycle.

This is how long-horizon buyers behave.

They don’t care about weekly candles.

They care about ownership.

And with more than half a million bitcoin locked away, Strategy is quickly becoming one of the largest non-government holders in the world.

Bitmine Immersion Goes Full Beast Mode, 138,452 ETH in One Week

If Strategy is aggressive, then Bitmine Immersion is something else entirely.

They bought 138,452 ETH this week, worth $435 million at current prices (CoinMarketCap data).

Yes, one week.

Yes, nearly half a billion dollars.

Their total stack now stands at:

•  3,864,951 ETH
•  Valued at $12.4 billion

This isn’t normal accumulation.

This isn’t opportunistic buying.

This is market ownership.

Bitmine Immersion is positioning itself like a long-term supply sink. Every large entity in the space can see what they’re doing, and what it likely signals for Ethereum’s liquidity structure over the next decade.

When billion-dollar treasuries accumulate, they don’t sell into rallies.

They absorb supply.

They remove liquidity.

They shift the entire market foundation.

And when the biggest buyers keep stacking, you already know what tends to come next.

More Than 4 Million BTC Now Locked in Treasuries

This week came with another major milestone:

Bitcoin held in global treasuries has officially surpassed 4 million BTC.

That’s almost 20% of the circulating supply, effectively removed from open market trading and stored inside:

•  ETF structures
•  Public company balance sheets
•  Government reserves
•  Protocol treasuries
•  DeFi custody frameworks

A decade ago, this was unimaginable.

Today, it’s the new baseline.

The accumulation is accelerating, not slowing.

And the size of the players entering is only getting bigger, pensions, yield funds, long-horizon asset managers.

The message is simple:

• Bitcoin is growing up.
• The market is evolving.

And institutional presence is no longer a narrative, it’s math.

Bitcoin Still Behaves Like a Risk Asset, and That Needs to Change

Here’s the part most people don’t talk about.

Even with more than 4 million BTC locked away, Bitcoin still trades like a high-beta tech asset.

Its flows remain speculative.

Its liquidity still reacts to macro shocks.

And its volatility still mirrors the Nasdaq during stressed periods.

This is the “qualitative gap” the market is trying to cross.

For Bitcoin to earn true “digital gold” status, three structural changes need to happen:

 1. Time

Bitcoin needs more cycles to prove resilience during real-world crises.

Gold didn’t become gold overnight.

2. Deeper long-horizon participation

Not ETFs.

Not hedge funds.

But sovereign wealth funds, insurance giants, and multi-decade capital allocators.

3. Stability-driven flows

Speculative capital must be overshadowed by treasury-grade capital, the kind that locks coins away for good.

That transition is underway… slowly.

But the numbers this week show we’re moving in that direction faster than most realize.

Ethereum’s Accumulation Pattern Is Starting to Mirror Bitcoin’s

Bitmine’s multi-billion dollar position puts Ethereum in a new spotlight.

With nearly 4 million ETH in a single treasury, Ethereum is starting to show the same profile Bitcoin displayed in its pre-ETF era, large holders with long-term intent gradually removing supply from the open market.

At 3.86 million ETH, Bitmine Immersion holds more Ethereum than many Layer-2 ecosystems combined.

Just imagine the impact if two or three more firms follow the same model.

Ethereum’s circulating liquidity could collapse into the tightest supply zone it has seen since the pre-Merge era.

These are the conditions where multi-year revaluations begin.

The Market Is Quiet, But The Shift Is Loud

Look at the pattern:

•  Strategy adds another 10,624 BTC
•  Bitmine Immersion absorbs 138,452 ETH
•  Total treasury-held BTC breaks 4 million
•  Institutional behavior accelerates
•  Price volatility becomes less relevant to long-term capital

All of it points to one conclusion:

• The market isn’t just maturing, it’s changing owners.
• Retail isn’t driving the cycle anymore.
• Institutions are.

And unlike retail, institutions don’t trade narratives.

They trade supply and time.

Final Thoughts: This Is the Beginning of a New Accumulation Era

The signals are clear:

•  Bitcoin supply is tightening on a structural level
•  Ethereum is entering its first true institutional wave
•  Multi-billion-dollar treasuries are accumulating without hesitation

The largest buyers are not selling anytime soon

• This isn’t a rally.
• This isn’t hype.
• This isn’t speculation.

This is the quiet start of an institutional accumulation phase that will reshape the next decade of crypto.

And if history is any guide…

When the biggest buyers keep stacking, price eventually follows.

Disclosure: This is not trading or investment advice. Always do your research before buying any cryptocurrency or investing in any services.

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