Bitcoin (BTC) holding patterns suggest a potential resumption of the uptrend starting in late September 2025, as long-term accumulation data reveals evolving market dynamics driven by institutional adoption and policy catalysts.

CryptoQuant Korean Community Manager Crypto Dan’s analysis reveals that the current cycle differs from previous bull markets due to extended timeframes and flattening momentum slopes.

The percentage of Bitcoin held for over one year based on realized market cap demonstrates the current cycle’s unique characteristics compared to previous phases.

Unlike past cycles, where sharp surges led to rapid peaks, institutional adoption through spot exchange-traded funds (ETFs) and nation-state purchases has extended the bull market’s duration while gradually flattening the uptrend’s slope.

Market momentum faces periodic stalls when capital flows shift toward altcoins, a pattern that has repeated multiple times during the current cycle. It contrasts with 2023-2024, when Bitcoin dominated market attention before capital began migrating to alternative cryptocurrencies.

Favorable backdrop

Crypto Dan noted that September rate cut expectations align with Bitcoin’s seasonal patterns and technical indicators.

Polymarket traders currently place 81% odds on a 25 basis point Federal Reserve rate cut at the September FOMC meeting, providing a potential catalyst for risk asset appreciation.

The analysis also anticipates additional momentum from the expected approvals of altcoin ETFs in October.

Bloomberg ETF analyst James Seyffart stated in April that most crypto ETF applications face final deadlines in October, making it the likely approval month for spot altcoin products.

This timeline creates a favorable policy window for crypto markets as they enter the fall season.

Combined with seasonal patterns that show Bitcoin’s strength in autumn months, the convergence of dovish monetary policy and regulatory clarity positions the market for renewed upward momentum following the current consolidation phase.

Extended cycle characteristics

Institutional adoption fundamentally altered Bitcoin’s cycle dynamics compared to the retail-driven phases that preceded it.

The introduction of spot ETFs and corporate treasury adoption created more stable demand flows but extended the cycle’s duration. The analysis suggested these structural changes support sustained bull market conditions despite periodic consolidation phases.

Given the favorable policy backdrop and development of institutional infrastructure, any additional corrections during the transition period could present attractive opportunities for accumulation.

The combination of rate cuts, ETF approvals, and seasonal factors supports an optimistic market outlook for fall and winter 2025.

Mentioned in this article

The European Banking Authority (EBA) has finalized rules requiring banks to hold significantly more capital against so-called “unbacked” cryptocurrencies like Bitcoin and Ether.

In its final draft of regulatory technical standards released on Tuesday, the EBA said the rules aim to “address implementation aspects and will ensure harmonisation of the capital requirements on crypto-asset exposures by institutions across the EU.” The framework applies to European Union-based banks holding crypto assets on their balance sheets.

According to the accompanying documentation, digital assets in group 2 (a and b) are subject to “a general 1,250%” risk weight. Group 2b refers to “other” crypto assets, including unbacked ones such as Bitcoin (BTC). Group 2a refers to a subcategory of the same assets that meet the Bank for International Settlements’ hedging and netting criteria.

Group 1 b refers to so-called asset-referenced tokens tied to traditional financial instruments. This group is subject to a 250% risk weight.

Those risk weights were introduced as part of the Capital Requirements Regulation (CRR III) and took effect in July 2024.

The latest EBA draft adds the technical elements needed to calculate and aggregate crypto exposures, such as credit-risk, market-risk and counterparty-risk modeling. It also introduces strict separation between assets, meaning Bitcoin and Ether (ETH) cannot be offset against each other.

Once the final draft goes to the European Commission, Brussels will have up to three months to decide whether to endorse it as is or with amendments, or send it back for redrafting. After endorsement, the bill would become a delegated regulation and be forwarded to the European Parliament and the Council, with a three-month objection window extendable to six.

If neither the European Parliament nor the Council objects, the draft will come into effect within 20 days of its publication in the Official Journal of the EU.

Related: US bank lobby challenges crypto firms’ bids for bank licences

EBA finalizes strict crypto rules

The rules are expected to directly affect European banks already holding crypto on their balance sheets. Italian bank Intesa Sanpaolo, which bought 1 million euros worth of Bitcoin in January, would need to hold 12.5 million euros in capital against that position under the new framework.

Fintech firm Revolut is unlikely to be affected by the change. The bank’s crypto services are off-balance-sheet and managed by its non-banking arm, Revolut Digital Assets Europe Ltd.

Related: Germany’s top banks managing $4.5 trillion+ in assets are going crypto—Here’s what to watch

Europe swims against the tide

The EBA’s stance contrasts sharply with the broader direction of global regulators moving toward embracing crypto within existing financial frameworks.

In late March, the Federal Deposit Insurance Corporation (FDIC) stated in a letter that institutions under its oversight, including banks, can now engage in crypto-related activities without prior approval.

In April, Switzerland passed amendments ot its DLT Act enabling banks to custody tokenized securities and offer guarantees for stablecoin issuers under a clear legal framework.

Recent reports also suggest US President Donald Trump is planning to sign an executive order directing banking regulators to investigate claims of debanking made by the cryptocurrency sector and conservatives.

The US banking sector is already taking notice, with JPMorgan Chase reportedly exploring crypto-backed loans, signaling a potential shift in how US banks view crypto assets.

The new EU capital rules could limit bank participation in the growing digital asset market, especially as decentralized finance and tokenization continue to expand into mainstream financial services.

Magazine: Crypto wanted to overthrow banks, now it’s becoming them in stablecoin fight

]]> https://earlybirdsinvest.com/eu-banking-regulator-finalizes-capital-rules-for-banks-holding-bitcoin-ether/feed/ 0 51965 https://earlybirdsinvest.com/corporate-whales-public-firms-holding-at-least-1000-btc-grow-50-in-2025-fidelity/ https://earlybirdsinvest.com/corporate-whales-public-firms-holding-at-least-1000-btc-grow-50-in-2025-fidelity/#respond Sat, 26 Jul 2025 11:03:41 +0000 https://earlybirdsinvest.com/corporate-whales-public-firms-holding-at-least-1000-btc-grow-50-in-2025-fidelity/

The cohort of publicly traded companies with holdings of at least 1,000 Bitcoin (BTC) has surged from 24 at the end of the first quarter to 35 as of July 25, representing a nearly 50% increase.

According to new figures released by Chris Kuiper, vice president of research at Fidelity Digital Assets, the growth pushes the group’s combined stash to almost 900,000 BTC, edging it toward the symbolic 1 million BTC mark.

The chart shows that after hitting a plateau in 2023, the number of heavyweight corporate holders began to accelerate late last year and has continued to rise. 

Distributed acquisitions

Kuiper argued that, in addition to the increase in companies, the pattern of buying also showed a significant change.

In the first quarter, companies acquired just under 100,000 Bitcoins. One firm dominated that flow, leaving other slices of the pie chart thin. 

By the second quarter, purchasing had climbed to more than 154,000 BTC, representing a 35% increase from the previous quarter. More importantly, the acquisitions were shared across a far broader set of treasuries. 

The second pie chart bristles with new slices, signalling that Bitcoin is no longer the preserve of a handful of balance‑sheet pioneers.

Rising demand

Aside from the Bitcoin acquisition by heavyweights, broad corporate adoption also increased this year.

In the first six months of 2025, public companies absorbed 245,510 BTC, more than double the 118,424 BTC created for spot exchange‑traded funds over the same stretch. 

That haul is a 375 % leap from the 51,653 BTC corporates picked up in the comparable 2024 period, while exchange-traded fund (ETF) demand plunged 56 % year‑over‑year after last year’s launch‑driven burst. 

Strategy still led the pack with 135,600 BTC, representing nearly 55% of the total, but its share has declined from 72%, indicating that buying has broadened beyond a single bellwether. 

Boards now purchase roughly 2.1 BTC for every ETF coin minted, framing Bitcoin less as a speculative punt and more as working capital or a reserve asset.

Mentioned in this article

Truth Social, the media platform affiliated with US President Donald Trump, has submitted a new application to the US Securities and Exchange Commission (SEC) for a spot crypto exchange-traded fund (ETF).

The proposed vehicle, titled the Truth Social Crypto Blue Chip ETF, aims to provide direct exposure to a basket of leading digital assets, including Bitcoin (BTC), Ethereum (ETH), Solana (SOL), XRP, and Cronos (CRO).

The news had a limited market impact on more established digital assets like BTC, ETH, SOL, and XRP. However, it boosted CRO’s value by more than 12% to a monthly high of $0.09202.

Truth Social Crypto Blue Chip ETF

According to the July 8 SEC filing, the ETF portfolio will be structured to hold approximately 70% Bitcoin, 15% Ethereum, 8% Solana, 5% Cronos, and 2% XRP by value.

If approved, the ETF will be listed and traded on NYSE Arca, though the fund’s ticker symbol has not yet been disclosed.

The proposed ETF will operate as a passive investment vehicle, tracking the market prices of its underlying crypto without using leverage, derivatives, or speculative trading strategies. The fund will also participate in staking for assets such as Ethereum, Solana, and Cronos, enabling it to generate staking rewards.

The filing names Crypto.com’s institutional arm, Foris DAX Trust Company, as the custodian responsible for safeguarding the fund’s assets.

Yorkville America Digital Asset Management will act as the ETF’s sponsor, overseeing operations and compliance. CF Benchmarks Ltd., a well-known index provider, will be tasked with calculating and publishing US dollar valuations for the fund’s digital assets.

In addition, the Trust may allow in-kind transactions, where Authorized Participants exchange crypto directly for ETF shares, if the NYSE Arca receives the necessary regulatory approval. However, the timeline for this approval remains uncertain.

Crypto ETFs

This application follows Trump Media’s earlier filing for a separate spot Bitcoin and Ethereum ETF, which proposes a simpler 75% BTC and 25% ETH allocation.

Both filings arrive as the SEC weighs a streamlined process for listing crypto ETFs, potentially signaling broader institutional adoption soon.

Nate Geraci, president of NovaDiusWealth, opined that the industry might not see any new ETF approval until this framework is implemented. He said:

“Some issuers don’t believe this framework will be fully implemented until early fall. So, no spot crypto ETF approvals until then.”

Mentioned in this article

We are pleased to announce the launch of Bitcoin (BTC) through a new integration with Babylon, Bitcoin-Native’s staking protocol. This integration allows clients to earn passive rewards for BTC without bridges, wraps or lending.

Starting today, clients can choose to wager BTC directly from Kraken. Their BTC is delegated through Babylon to ensure a stake (POS) network of certification. Bitcoin rewards with piles are paid in Babylonian native token, $baby.

The client holds full ownership of BTC and will not leave the Bitcoin blockchain. The staking mechanism is dominated by smart contracts, allowing users and third parties to see how rewards are handled. The BTC staking protocol also includes cryptographic protection measures that block and punish malicious behavior. Clients may not bet at any time for an unrelated period of seven days until the funds are returned.

This launch marks a significant expansion of our growing staking suites, further strengthening our leadership in product innovation. We were one of the first crypto exchanges to introduce custody rights in 2019, allowing millions of users to earn rewards through the acquisition platform.

Kraken Global Head of Consumer Mark Greenberg: “A significant amount of Bitcoin is currently sitting idle in exchange, representing the missed opportunity costs for clients and the opportunity of a wider ecosystem.

BTC staking products are available today on all platform interfaces, including Kraken and Kraken Pro.

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

The Bitcoin market is currently a tale of two cities. For the everyday trader, a palpable sense of uncertainty hangs in the air, while in the corporate world, it’s full steam ahead.

This division has placed the OG crypto at a fascinating juncture, with conflicting signals making it difficult to predict its next immediate move. While long-term sentiment appears overwhelmingly bullish, new innovations on the horizon are capturing the attention of those looking for the next explosive growth opportunity.

A Market Holding Its Breath

If you’ve been tracking $BTC lately, you likely have noticed the sideways chop. The lack of a clear directional trend is mirrored in market sentiment.

The closely watched Crypto Fear & Greed index has recently been hovering in neutral territory, showing indecisiveness among investors, in stark contrast to the greed that’s been dominating the previous weeks.

Crypto research firm Santiment has highlighted this split sentiment in its social media analysis, noting a near-even divide between bullish and bearish comments from traders.

This level of peak fear, uncertainty, and doubt (FUD) among the general public hasn’t been seen since Trump’s tariff war rattled the markets earlier in the year.

Interestingly, Santiment suggests this is often a bullish contrarian indicator, as markets have a history of moving against the expectations of the retail crowd.

Corporate Confidence Paints a Different Picture

While retail traders are on tenterhooks, corporate treasuries are opening their wallets. The long-term perspective for $BTC appears decidedly bullish, driven by significant corporate inflows.

A prime example is healthcare tech firm Semler Scientific, which recently announced an ambitious plan to increase its $BTC holdings to a staggering 105K by 2027. At current prices, this represents a multi-billion-dollar commitment, signaling a profound belief in $BTC’s future as a reliable store of value.

Santiment’s data shows that while smaller wallets have been selling, the large whale wallets have been consistently accumulating.

This divergence has historically been a recipe for bullish momentum. Smart money is positioning for a significant upward move in the long run.

If the market enters a bullish move, the best altcoin projects like Bitcoin Hyper ($HYPER), which plans to expand the Bitcoin ecosystem, could see explosive inflows as they capitalize on the digital gold’s longevity.

The Evolution of Bitcoin: Enter Bitcoin Hyper ($HYPER)

While $BTC has solidified its role as digital gold, its network’s growth is limited by slow transaction speeds, despite unmatched security. Bitcoin Hyper ($HYPER) is engineered to solve this core design flaw.

Despite being Bitcoin’s new Layer-2 solution, Hyper relies on the speed and efficiency of the Solana Virtual Machine (SVM). The integration brings what the Bitcoin ecosystem has been missing: lightning-fast transactions, low fees, and the full capacity for smart contracts, opening doors to new applications.

By bridging Bitcoin’s robust security with Solana’s high-performance architecture, Bitcoin Hyper allows for a whole new ecosystem to flourish on the world’s most trusted blockchain.

All Eyes on $HYPER

The buzz around $HYPER is already palpable. The project’s presale has seen remarkable success with $1.4M in funding, demonstrating strong investor confidence.

This isn’t just about speculation; it’s about fundamental value propositions. By enabling developers to build sophisticated applications on a Bitcoin-secured layer, Bitcoin Hyper could capture a significant portion of the value that will be created in this new ecosystem.

$HYPER is an opportunity to get in on the ground floor of what could be the next major evolution in the crypto space. The project is trying to unlock Bitcoin’s full potential as both a store of value and a comprehensive dApp ecosystem.

If you don’t want to miss the next evolution of Bitcoin, buy $HYPER for $0.01195 now in presale with impressive 527% staking rewards. We predict $HYPER could go as high as $0.32 by the end of 2025, giving you a potential ROI of 2,577% if you bought today.

Building Bitcoin’s Future at This Very Moment

As the broader market looks for the next bull run catalyst, innovative solutions like Bitcoin Hyper that address core blockchain challenges are poised for significant attention and growth.

While $BTC’s price continues its consolidation, the development of its ecosystem is more important than ever.

Remember this is not financial advice, and you should do your own research before making any investments. Only invest what you can afford.

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

ARK Invest CEO Cathie Wood says that Bitcoin (BTC) is likely to continue surging higher based on its performance against one red-hot commodity.

In a new YouTube update, Wood shares a Bitcoin-to-gold chart that she says is still in an uptrend, partially due to BTC’s “anti-fragile” nature in recent years.

“This uptrend has not been broken. Again, this aligns with the net bullish risk-on kind of market that we think we’re in, and I guess you could call the markets anti-fragile, which is a description used in Bitcoin. It’s been able to withstand all kinds of turmoil and we think that the markets, the equities markets, are following Bitcoin in this regard.”

Wood is also optimistic about the crypto industry given regulatory clarity from the Trump administration and what she believes is an incoming reconfiguration of the financial services space.

“We think this is a very powerful movement. We think the financial services sector is going to reconfigure completely in the next five to ten years, and that of course Bitcoin and now Circle and of course Coinbase as well. Robinhod, [and] others… SoFi is now moving back into crypto in a big way now that regulatory clarity is here. So, thank goodness for that.”

Follow us on X, Facebook and Telegram

Don’t Miss a Beat – Subscribe to get email alerts delivered directly to your inbox

Check Price Action

Surf The Daily Hodl Mix

&nbsp

Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

Generated Image: Midjourney

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

Dogecoin’s recent price movement has been characterized by a prolonged downtrend from $0.25 since late May. For most of the last seven days, Dogecoin hovered just above the $0.18 mark, unable to generate any meaningful upward movement. However, within the last 24 hours, the price dipped below this level, momentarily breaching support before rebounding off the $0.17 zone.

The $0.17 price point is significant for Dogecoin, as it serves as a daily support level within a descending channel that has been suppressing the meme coin’s price action since December 2024.

Channel Suppressing Dogecoin Price, But Not For Long

According to crypto analyst MMBTrader, Dogecoin’s price action has been confined to a descending channel that has consistently limited every upward attempt since the start of the year. The resistance along the upper boundary of this channel has repeatedly rejected Dogecoin’s rally attempts, forcing it back into a lower high each time. However, the analyst believes this pattern may be nearing its end. 

The chart shared by MMBTrader shows Dogecoin is now on the path to testing the upper resistance of the descending channel once again. If the memecoin succeeds in breaking this pattern this time, it could trigger a heavy pump toward higher price levels. However, the current price action indicates that Dogecoin must first hold above the support level around $0.17. 

Away from this support level, Dogecoin also needs to break above the immediate resistance at $0.205 with enough conviction. Beyond that, a push towards $0.23 will be enough to break above this descending channel.

Upside Targets Stretch Toward $0.3 And Beyond

The chart above shows a speculative trajectory outlined in green. This trajectory illustrates a breakout above $0.205 and $0.23, followed by a march toward the support-turned-resistance level of $0.3. However, the breakout scenario hinges on Dogecoin clearing both the channel resistance and holding above the significant support at $0.17. 

The current setup indicates that a successful breakout above the descending channel could signal the beginning of an intense momentum wave. If this breakout is successful, the analyst points toward bullish long-term targets of $0.75 and $1, should the price manage to close firmly above the $0.40 zone. 

In the meantime, Dogecoin’s journey to new all-time highs looks very weak. At the time of writing, Dogecoin is trading at $0.1852, up by 5.2% in the past 24 hours. Trading volume is approximately $1.01 billion, representing a 50% reduction within the same timeframe. This divergence between price recovery and volume contraction indicates that buying conviction is still weak.

Even so, Dogecoin’s support around $0.17 continues to hold firm. As long as Dogecoin is trading above this price level, a break above the descending channel is still in play.

Featured image from Unsplash, chart from TradingView

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.