Bitcoin News Today: Bitcoin Soars 29.74% in Q2 on Record ETF Inflows and Corporate Buying

The Q3 2025 crypto market is entering a pivotal quarter with strong bullish fundamentals driven by record ETF inflows and corporate demand for Bitcoin [1]. July 2025 saw the crypto market deliver a strong performance, particularly Bitcoin, which surged 29.74% in Q2, setting a solid foundation for the upcoming quarter [1]. The momentum was supported by institutional buying, with U.S. spot Bitcoin ETFs absorbing over $47 million in a single day, led by major issuers like BlackRock and Bitwise [1]. Meanwhile, Ether ETFs recorded a 17-day inflow streak, collecting over $726 million in a single session, signaling a shift in capital allocation toward digital assets [1].

Corporate demand for Bitcoin also accelerated, with MicroStrategy purchasing 21,021 BTC in Q2 using $2.521 billion in raised capital, bringing its total holdings to nearly 600,000 BTC, or over 3% of global supply [1]. Broader corporate Bitcoin holdings increased by 23% in Q2, with new entrants like GameStop and Sequans Communications, further tightening supply and adding to the bullish narrative [1]. These developments suggest that corporate treasuries are increasingly viewing Bitcoin as a strategic asset, removing supply from the open market and reinforcing long-term price support.

However, historical data indicates that Q3 has traditionally been the weakest quarter for Bitcoin since 2013, with an average return of just +6%. August and September, in particular, have shown negative average monthly returns of -0.2% and -5.5% respectively, according to data from CoinGlass [1]. This raises questions about the sustainability of the current bullish momentum against a historical headwind. Analysts note that while the fundamental case for Bitcoin has never been stronger, the market must now prove its ability to overcome seasonal trends [1].

The broader macroeconomic environment has changed significantly since 2013, with the U.S. passing the GENIUS Act in March 2025 and establishing a Strategic Bitcoin Reserve, providing political legitimacy and boosting institutional demand [1]. Deutsche Bank has highlighted institutional adoption, regulatory clarity, and shrinking supply as key pillars supporting Bitcoin’s long-term trajectory [1]. On an annualized basis, Bitcoin delivered a 230% rate of return in 2025, vastly outperforming other major asset classes, including the Nasdaq, large U.S. stocks, and gold [1]. This exceptional performance underscores Bitcoin’s growing role as a digital store of value and a hedge against traditional financial market volatility.

Despite the strong fundamentals, analysts caution that volatility and regulatory uncertainty remain potential headwinds. While ETF inflows and corporate demand suggest a bullish setup, the market must navigate the historically weaker Q3 timeframe. The coming months will be a critical test of the crypto market’s resilience and institutional confidence [1].

Source:

[1] Q3 2025 Crypto Outlook: ETF Inflows and Treasury Demand Point to Record Quarter https://coinedition.com/q3-2025-crypto-outlook-etf-inflows-and-treasury-demand-point-to-record-quarter/