Bitcoin News Today: Bitcoin Institutional Holdings Rise 35% Y-O-Y, 59.3% Market Dominance as Halving Cycles Fade

Bitcoin’s recent price surge has been driven by a transformative shift in market dynamics, with institutional adoption redefining traditional assumptions about the cryptocurrency’s behavior. Corporate and institutional holdings of Bitcoin have grown by 35% year-over-year, surpassing 134,456 BTC held by over 35 publicly traded companies, marking a pivotal moment in mainstream acceptance [1]. This shift has disrupted the historical four-year halving cycle model, as institutional investors now play a dominant role in shaping price trends and market structure [2]. Analysts note that Bitcoin’s price predictability, once tied to supply-halving events, is eroding due to the influx of capital from institutional players [3].

The growing institutional presence is evident in Bitcoin’s market structure. Over 10% of the total Bitcoin supply is now held by public companies or exchange-traded funds (ETFs), a milestone underscoring its integration into traditional finance [4]. Bitcoin’s market dominance has also surged, reaching an annual average of 59.3% in 2025, up from 45.6% in 2023, reflecting its evolving role as a stable reserve asset [5]. This resurgence follows years of volatility, with daily dominance fluctuations averaging smaller swings compared to previous cycles. Bitcoin’s peak dominance of 60.5% in April 2025 highlights its reemergence as the crypto market’s dominant force [5].

Institutional activity has also reshaped speculative dynamics. Open interest in Bitcoin futures hit a record $44.5 billion, even as prices dipped to $115,020, signaling heightened participation [6]. The approval of U.S. spot Bitcoin ETFs in early 2024 and sustained institutional inflows have further cemented Bitcoin’s status as a benchmark digital asset [5]. CryptoQuant’s CEO emphasized that the old cycle theory—historically tied to halving events—is now obsolete, as institutional demand drives price trends independently of supply mechanics [3]. Bitwise’s analysis aligns with this view, noting that historical four-year cycles have weakened in predictive power amid institutional reshaping [2].

The structural changes are irreversible despite short-term volatility. Corporate holdings, ETF inflows, and speculative capital have created a new paradigm where Bitcoin’s price is increasingly influenced by institutional sentiment rather than retail trading. This shift validates Bitcoin’s role as a financial asset and signals its broader integration into global capital markets. Analysts suggest that regulatory clarity and infrastructure development will further support long-term institutional participation, reinforcing Bitcoin’s position as a cornerstone of the crypto ecosystem.

Sources:

[1] [Bitcoin Institutional Adoption Reaches Critical Inflection](https://www.ainvest.com/news/bitcoin-news-today-bitcoin-institutional-adoption-reaches-critical-inflection-point-35-yoy-growth-corporate-holdings-surpassing-134-456-btc-q2-2025-2507/)

[2] [Bitcoin's four-year cycle loses grip as maturing market reshapes dynamics](https://cryptoslate.com/bitcoins-four-year-cycle-loses-grip-as-maturing-market-reshapes-dynamics/)

[3] [CryptoQuant CEO says Bitcoin's old cycle theory is outdated](https://coincentral.com/cryptoquant-bitcoin-no-longer-follows-halving-driven-market-cycles/)

[4] [Surge in Bitcoin Futures Open Interest: A Deep Dive into Market Dynamics](https://coinmarketcal.com/pt/news/surge-in-bitcoin-futures-open-interest-a-deep-dive-into-market-dynamics)

[5] [Bitcoin (BTC) Dominance Surges for Third Consecutive Year](https://blockchain.news/postamp?id=bitcoin-btc-dominance-surges-market-shifts)

[6] [Volcon Invests Heavily in Bitcoin Amid Market Peaks](https://m.economictimes.com/crypto-news-today-live-25-jul-2025/liveblog/122889124.cms)