Bitcoin News Today: Bitcoin's Quiet Revolution: Corporations Buy, Prices Stay Quiet

Sequans Communications S.A., a French semiconductor firm listed on the New York Stock Exchange, has recently taken steps to bolster its Bitcoin treasury, signaling further momentum in the growing trend of corporate adoption of the cryptocurrency. According to publicly available data, Sequans currently holds 3,171 Bitcoin (BTC), placing it among the ranks of publicly traded companies that have allocated a portion of their treasury reserves to BTC. The company’s holdings amount to approximately $347.6 million at current prices, representing a 0.015% share of the total circulating Bitcoin supply of 21 million coins.

The move aligns with Sequans’ broader strategy to explore innovative financial instruments and digital assets to enhance shareholder value. The firm aims to expand its BTC holdings significantly over the next five years, with a target of acquiring 100,000 BTC by 2030. This ambitious goal is supported by a $200 million equity offering announced earlier this month. The funding will be used to acquire additional Bitcoin and to strengthen the company’s financial position in the evolving digital economy.

Sequans is not alone in its pursuit of Bitcoin as a reserve asset. The company’s approach mirrors that of several high-profile firms, including MicroStrategy and Marathon Digital Holdings, which have substantially increased their BTC holdings in recent years. Public companies now collectively hold 948,863 BTC, worth over $104 billion, according to the latest data from Bitbo.io. This represents 4.518% of the total circulating supply. The trend has also gained traction among ETFs, private companies, and even some governments.

Despite these substantial inflows into corporate treasuries, the price of Bitcoin has not seen a corresponding surge. At the time of reporting, Bitcoin was trading below its all-time high, with a year-to-date return of just 19%. Analysts attribute this divergence to the fact that much of the activity involves the transfer of BTC from private to public treasuries, rather than new capital entering the market. This reshuffling benefits public company valuations but has a limited impact on Bitcoin’s spot price.

The broader Bitcoin treasury movement is also reshaping the landscape of institutional crypto adoption. Public companies have nearly doubled in number from 70 to 134 in the first half of 2025 alone, with over 245,000 BTC acquired during that period. These companies span 27 countries, underscoring the global nature of the trend. Corporate treasuries and funds have acquired over 371,111 BTC year-to-date—nearly four times the amount mined in the same period—according to CoinTelegraph.

Sequans’ announcement has been viewed as part of a larger strategic shift in corporate finance. The company’s management has emphasized its confidence in Bitcoin’s role as a store of value and long-term asset. CEO and Chairman David Bailey stated, “Our long-term mission of accumulating one million Bitcoin reflects our belief that Bitcoin will anchor the next era of global finance.” Such statements highlight the growing sentiment that BTC can serve as a hedge against traditional market volatility and inflation.

The impact of Sequans’ strategy will likely unfold over the coming years. As the company continues to allocate capital to Bitcoin, it will join other firms that have made similar commitments. This trend could further normalize Bitcoin’s role in corporate treasury management, potentially leading to broader institutional adoption and increased liquidity in the crypto markets.

Source:

[1] Bitcoin Treasuries | 145 Companies Holding (Public/Priv) (https://bitbo.io/treasuries/?ref=learningcrypto.ghost.io)

[2] If Bitcoin Treasury Companies Are Buying Billions, Why Is The Price Not Going Up? (https://finance.yahoo.com/news/bitcoin-treasury-companies-buying-billions-203108902.html)

[3] The Bitcoin Treasury Movement Rolls On — Here's What's (https://www.fastbull.com/news-detail/the-bitcoin-treasury-movement-rolls-on--heres-news_6100_0_2025_3_9048_3/6100_DOGE-USDT)