Corporate Bitcoin Buying Plummets 99% as Non-Strategy Treasuries Retreat
What happened: Corporate bitcoin treasury net inflows have collapsed from over $500 million per day earlier this year to nearly zero in June, according to Glassnode.
What happened: Corporate bitcoin treasury net inflows have collapsed from over $500 million per day earlier this year to nearly zero in June, according to Glassnode. Non-Strategy companies acquired just 1,000 BTC in the past 30 days—a 99% drop from the August 2025 peak of 69,000 BTC. Meanwhile, Strategy (MSTR) now accounts for 76% of all BTC held by listed treasury companies, having added $100 million in BTC during the recent sell-off. Spot BTC ETFs have experienced $5.72 billion in outflows since mid-May.
Why it matters: The sharp decline in corporate demand, particularly outside of Strategy, compounds the demand-side weakness already seen in ETF outflows. This retreat has contributed to Bitcoin’s price drop from the mid-$70,000s to the low $60,000s, erasing $62 billion in market cap from listed BTC-treasury companies. While some analysts maintain that Bitcoin’s store-of-value narrative remains intact, the data points to a significant shift in institutional sentiment and treasury management strategies.
Source: CoinDesk, Glassnode Research