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Glassnode data show publicly listed companies added only 5,900 BTC over the past three months, roughly 6.6% of the 89,000 BTC absorbed in a single month last July, marking a sharp collapse in the corporate treasury bid that had underpinned spot demand. With the average corporate acquisition cost at $80,500 per coin (about 111.17 million won) and spot trading slightly below that level, aggregate company holdings sit in unrealized loss, raising the risk that leveraged or equity-funded treasuries face financing pressure rather than fresh accumulation. The key watch item is whether BTC reclaims the $80,500 cost basis, since a sustained hold below it keeps corporate buyers sidelined and shifts the marginal demand burden onto spot ETF flows.
As a Crypto signal, watch whether it changes price action, volatility, or flows around BTC, MSTR.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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