Bitcoin Treasuries Are Hoarding BTC While ETFs Are Crying Over Spilled Millions! 😂

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Key points:

  • Bitcoin corporate treasuries added 630 BTC to kick off the week, because who doesn’t love a good crypto shopping spree? 🛒

  • Meanwhile, Bitcoin ETFs are having a meltdown, shedding nearly $300 million on Monday. Talk about a bad hair day! 💸

  • But hey, not everyone is throwing in the towel on “buying the dip.” Some folks are still feeling optimistic, or maybe just a little delusional. 🤷‍♀️

So, Bitcoin (BTC) corporate treasuries decided to add over 600 BTC on Monday, despite the crypto market feeling like it just watched a sad movie. 🎬

According to the brainiacs at Capriole Investments, corporate buyers are totally ignoring the BTC price dip. It’s like they’re at a buffet and just can’t resist the dessert table! 🍰

Bitcoin Treasuries: The Cool Kids in a Sell-Off

Bitcoin is still a “buy” for some market participants, even as others, including institutional investors, are sprinting for the exit like it’s a fire drill. 🔥

Capriole’s data shows that on Monday, corporate Bitcoin treasuries added around 630 BTC, which is about $72 million. That’s a lot of dough! 💰

This figure marks a new August high, showing that while some are panicking, others are just chilling with their Bitcoin cocktails. 🍹

On the same day, the US spot Bitcoin ETFs saw a net outflow of $323.5 million. The biggest ETF, BlackRock’s iShares Bitcoin Trust (IBIT), lost $292.2 million in what can only be described as a dramatic exit. 🎭

Capriole also revealed that corporate treasury interest stayed strong throughout July, with the biggest day on July 21 seeing buys of over 26,700 BTC ($3 billion). That’s a shopping spree that would make even the Kardashians jealous! 🛍️

Capriole founder Charles Edwards noted that when treasuries see large outflows, local BTC price bottoms are usually just around the corner. It’s like a game of hide and seek, but with money! 💸

“Every time Bitcoin treasury companies daily sales have exceeded 1500 over the last cycle, it’s been at the local price lows, i.e. a buy signal,” he told his X followers on Tuesday. Sounds like a secret code for “buy the dip!” 🤫

The last time such outflows were recorded was on March 31, when treasuries sold over 1,700 BTC ($194 million). BTC/USD fell to lows of $74,500 about a week later. Ouch! 😬

ETF Analyst Shrugs Off the Doom and Gloom

As CryptoMoon reported, expectations were sky-high for Monday’s ETF results, with trading firm QCP Capital saying they would dictate the short-term market mood. No pressure, right? 😅

“If inflows resume and vol metrics begin to compress, it would provide stronger evidence that current conditions may support a buy-the-dip narrative,” they concluded in a bulletin to their Telegram channel subscribers. Sounds like a lot of fancy talk for “let’s hope for the best!” 🤞

But Bloomberg ETF analyst Eric Balchunas is here to sprinkle some optimism on the situation. He said, “Lot of dooming going on, but don’t be surprised if traders buy the dip.”

“Why? Because it works-and has had for literally DECADES.”

Lot of dooming going on, but don’t be surprised if traders buy the dip. Why? Because it works-and has had for literally DECADES. Here’s a look at the avg weekly returns after a dip. Not as good a pop as it produced in 2021 and the ’90s, but still positive.

– Eric Balchunas (@EricBalchunas) August 4, 2025

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2025-08-05 13:18