Is corporate BTC adoption redefining market cycles

The surge in companies adding Bitcoin to their treasuries reveals growing institutional conviction. As of 2025, 51 firms have integrated BTC into their balance sheets—nearly doubling from two years ago. 

This consistent year-over-year increase, highlighted in CryptoQuant’s treasury bar chart, demonstrates strong strategic positioning by corporations. 

While retail traders rely on price swings, institutions now appear to be accumulating for long-term exposure. Thus, Bitcoin is evolving from a speculative asset to a macro hedge, reshaping market dynamics and reinforcing its store-of-val