While Bitcoin [BTC] continues to grab most of the headlines, a more complicated story is developing in the wider crypto market.
According to CoinMarketCap, the total crypto market value has risen slightly by 1.07% in the past 24 hours, showing slow but steady improvement in investor confidence.
However, this small recovery hides the growing challenges faced by big companies that hold large amounts of Bitcoin. For these firms, the market rebound is not just about making profits.
It is also a test of how well they can handle sharp price swings, strict regulations, and nervous shareholders.
Once a company becomes closely tied to Bitcoin, these pressures remain, no matter whether prices are rising or falling.
Right now, the crypto market is showing mixed signals. On social media, interest is rising fast. But behind the scenes, technical data and institutional activity remain weak.
Bitcoin treasury firms gain traction online
According to LunarCrush, online discussion around major Bitcoin-focused companies is growing quickly, led by Strategy, Strive Asset Management, and Galaxy Digital.
This surge in online hype raises an important question: have these stocks finally found support, or is this just a short-term bounce in a falling market?
At first glance, daily prices look positive. Strategy’s MSTR recently jumped nearly 9% in one day, while Strive’s ASST and Galaxy Digital’s GLXY also posted gains of around 7%. This gave investors some hope.
But when we look at the bigger picture, the situation is still weak.
Over the past month, MSTR is down more than 21%, and ASST was down by over 57%. Whereas GLXY saw a downturn of 32%. This shows that recent gains have not erased the heavy losses.
What about Bitcoin?
A similar pattern can be seen in Bitcoin. Although BTC has risen slightly and is trading near $70,400, key indicators are still negative.
The RSI shows that sellers remain in control, and the MACD has not yet confirmed a strong recovery.
Institutional investors are also pulling back. While 13th February saw small ETF inflows of $15.1 million, much larger outflows of more than $677 million happened on the 11th and the 12th of February.
This means that big investors are still reducing their exposure.
Because of this, the market is stuck between rising social hype and falling institutional confidence. It is unclear whether this is the start of a real recovery or just a pause before another drop.
How was the 2025 crypto market?
This weakness is linked to the heavy market crash that began in December 2025, when many traders were forced to exit their positions.
According to Glassnode, the crypto market faced about $350 billion in unrealized losses, with Bitcoin holders alone facing $85 billion.
Bitcoin is currently stable near $70,402, but what happens next depends on which side wins. If company buying continues to grow faster than selling, it could support a recovery in 2026. If not, prices may fall again.
For now, the pressure in the market is not a sign of failure. Instead, it shows that crypto is slowly shifting from short-term speculation to long-term institutional investment.
Final Summary
- Short-term price gains in Bitcoin-linked stocks have not erased their heavy monthly losses.
- Growing accumulation by Digital Asset Treasuries reflects a strong belief in Bitcoin’s future.
