"Companies Increase Bitcoin Holdings While Large Investors Sell, Fueling $100K Price Discussion"

In September 2025, Bitcoin whales sold off 147,000 BTC, fueling discussions about where the cryptocurrency’s price might head next. This sell-off happened as corporate interest in Bitcoin intensified,

with companies such as B HODL Plc and Inc. increasing their Bitcoin reserves. B HODL, a UK-based firm specializing in Bitcoin treasury management, recently bought 100 BTC at an average rate of £83,872 ($113,227) per coin, boosting its overall holdings REG - B HODL PLC - Bitcoin Purchase — TradingView News [ 1 ]. At the same time, Strategy, under Michael Saylor’s leadership, has accumulated 580,955 BTC—worth over $60 billion—through ongoing acquisitions Saylor's Strategy acquires 705 BTC for $75 million for … [ 3 ]. These actions reflect a rising institutional interest in Bitcoin, with more than 70 organizations now listing BTC as part of their assets Strategy Snaps Up $1.42 B Bitcoin; Holdings Hit $37.9 B Record [ 4 ].

The trend of companies adding Bitcoin to their treasuries is spreading outside the U.S., with nine UK-listed businesses adopting similar strategies in 2025 Nine UK-Listed Firms Turn to Bitcoin Tre… [ 7 ]. Firms like Tao Alpha and Smarter Web Company raised £100 million and £4 million respectively to buy Bitcoin, signaling strong investor interest in digital currencies. After Smarter Web revealed its Bitcoin purchase, its market value soared from £4 million to £1 billion, though its stock price later fell. Panther Metals and Bluebird Mining have also joined in, with Bluebird raising £2 million to grow its Bitcoin portfolio Nine UK-Listed Firms Turn to Bitcoin Tre… [ 7 ]. These shifts highlight a change in corporate approach, as more companies see Bitcoin as both a hedge against inflation and a way to diversify Bitcoin Treasuries | Companies owning BTC | Finder [ 5 ].

The Lightning Network is becoming increasingly important for Bitcoin’s adoption. B HODL’s approach involves using its treasury to support Lightning Network operations, earning revenue from routing fees and providing liquidity REG - B HODL PLC - Bitcoin Purchase — TradingView News [ 1 ]. This fits into broader efforts to make Bitcoin more practical as a payment method. Still, managing liquidity is a persistent challenge. Operators need to maintain a balance between incoming and outgoing channel capacities to keep transactions flowing smoothly. Tools such as Balance of Satoshis and charge-lnd help automate this process, while platforms like Lightning Pool and Breez Wallet work to close liquidity gaps Lightning Network Liquidity Management: Balance Inbound and … [ 8 ]. Despite these advancements, issues with unbalanced channels and limited liquidity continue to affect payment reliability, requiring ongoing oversight and adjustment Lightning Network Channel Management: Best … [ 9 ].

Market trends indicate that corporate buying could have a significant impact on Bitcoin’s price. Strategy’s recent $1.42 billion Bitcoin purchase brought its total holdings to $37.9 billion, with an average buy-in of $68,459 per BTC Strategy Snaps Up $1.42 B Bitcoin; Holdings Hit $37.9 B Record [ 4 ]. Experts suggest that such large-scale acquisitions could push prices higher if demand continues to exceed supply. However, volatility remains, as Bitcoin fell 4% over the past week due to stalled U.S.-China trade negotiations and ETF outflows Saylor's Strategy acquires 705 BTC for $75 million for … [ 3 ]. Saylor has indicated a willingness to buy during price dips, stressing Bitcoin’s limited supply and long-term growth prospects. Achieving a $100,000 price point would require ongoing institutional interest and stable macroeconomic conditions.

Some experts warn against relying too heavily on Bitcoin treasury strategies. The Motley Fool recommends that investors focus on holding Bitcoin directly rather than through corporate treasuries, noting that the latter can involve greater leverage and risk Should You Invest in a Bitcoin Treasury Company? The Motley … [ 6 ]. For instance, companies managing Bitcoin treasuries often use debt or equity to finance their purchases, which can magnify losses if prices fall. Regulatory uncertainties, such as new UK crypto reporting requirements set for 2026, may also influence corporate approaches Nine UK-Listed Firms Turn to Bitcoin Tre… [ 7 ]. Still, supporters believe that the growing presence of Bitcoin in corporate treasuries marks the asset’s maturation, with the potential for rapid growth as adoption widens.