Bitcoin News Today: Bitcoin Corrects as Institutions Buy the Dip, Defying Market Bears

Bitcoin's price retreated from record highs in early 2025, with technical indicators suggesting a potential sell-off, as institutional demand for the cryptocurrency continued to surge. The asset reached an all-time high near $100,000 in November 2024, driven by a wave of corporate adoption and macroeconomic tailwinds. However, by August 2025, BTC/USD had corrected to approximately $73,000, with traders citing bearish signals from on-chain data and overbought conditions. This pullback occurred despite robust institutional accumulation, as public companies added over 725,000 BTC to their treasuries in 2025-a 135% increase from 2024-surpassing the annual issuance of 164,250 BTC.

Corporate adoption of Bitcoin has accelerated globally, with Japanese firms leading the charge. Remixpoint Inc. (3825.T), a Tokyo-listed company, exemplified this trend by acquiring 1,273.1 BTC ($158 million) through aggressive purchases in early 2025, positioning itself as the 46th largest corporate holder. The company's strategy mirrors that of U.S. firms like MicroStrategy, which holds over 582,000 BTC ($63 billion), as businesses increasingly treat Bitcoin as a strategic reserve asset to hedge against fiat depreciation and inflation. Japan's broader corporate sector has also embraced crypto, with Metaplanet's $881 million stock issuance in 2025 funding the purchase of 18,991 BTC, aiming to own 1% of Bitcoin's total supply by 2027. These moves reflect a shift from speculative investment to long-term treasury management, with corporations leveraging Bitcoin's fixed supply to diversify assets in a low-yield environment.

The surge in institutional demand has tightened Bitcoin's circulating supply, reducing liquidity and potentially amplifying price volatility. As of September 2025, 335 entities held 3.75 million BTC, including ETFs, funds, and corporate treasuries. This accumulation has created a "dry powder" effect, where institutional buyers could drive further demand if prices dip, offsetting short-term sell-offs. However, the recent pullback has raised concerns about market sentiment, with some analysts noting that overextended bullish positioning may correct before the next halving event in 2028.

Japan's regulatory environment has played a pivotal role in this adoption. The government's proposed 20% flat tax on crypto gains-down from 55%-and alignment with equity tax treatment aim to boost institutional participation. Additionally, Metaplanet's inclusion in the FTSE Japan Index underscores growing acceptance of Bitcoin as a corporate asset class. These developments align with global trends, as public companies in North America and Asia increasingly allocate capital to Bitcoin, with U.S. firms like Strategy Inc. (formerly MicroStrategy) and Tesla leading the charge.

Despite the institutional buying frenzy, the recent price correction highlights the tension between long-term accumulation and short-term market dynamics. While corporate treasuries absorb over six years' worth of annual Bitcoin supply, technical indicators such as RSI overbought levels and declining exchange balances suggest a temporary consolidation phase. Analysts caution that sustained adoption will depend on regulatory clarity and macroeconomic stability, particularly as central banks adjust monetary policies in 2026.