Bitcoin News Today: Bitcoin Treasuries Add 630 BTC as ETFs Lose $323.5M in Outflows

Bitcoin corporate treasuries added 630 BTC at the start of the week, extending a month-long trend of inflows into the asset class [1]. This movement highlights a growing institutional appetite for Bitcoin, with companies and financial entities increasingly treating it as a strategic reserve asset, akin to traditional treasuries. The 630 BTC influx, valued at approximately $72 million, reflects a continued accumulation strategy despite ongoing market volatility [1].

In contrast, the Bitcoin ETF landscape witnessed a significant outflow. On Monday alone, the U.S. spot Bitcoin ETFs experienced a net outflow of $323.5 million [1]. The largest of these, BlackRock’s iShares Bitcoin Trust (IBIT), lost $292.2 million in one of its largest daily outflows of 2025. This divergence underscores a clear split in market sentiment: while long-term institutional actors continue to build positions in Bitcoin, shorter-term investors are choosing to scale back, potentially in response to profit-taking or shifting risk appetites [1].

The ongoing inflows into corporate treasuries represent a broader narrative where Bitcoin is increasingly being integrated into institutional balance sheets. The trend suggests a maturing market, where more sophisticated investors are entering the space and taking a long-term view. Capriole Investments data also highlights that corporate treasury interest has remained strong throughout July, with the largest single-day purchase reaching 26,700 BTC ($3 billion) on July 21 [1].

Capriole founder Charles Edwards pointed out that large outflows from corporate treasuries have historically been followed by local price bottoms, serving as potential buy signals [1]. He noted that every time treasury sales exceeded 1,500 BTC in the previous cycle, it coincided with price lows. The last such outflow occurred on March 31, when treasuries sold over 1,700 BTC, followed by a BTC/USD decline to $74,500 within a week [1].

Meanwhile, some analysts remain cautiously optimistic about the market’s potential for a “buy the dip” scenario. Bloomberg ETF analyst Eric Balchunas suggested that current conditions may present a classic opportunity, noting that dip-buying has historically yielded positive returns over the long term [1]. “Lot of dooming going on, but don’t be surprised if traders buy the dip. Why? Because it works—and has for literally decades,” he tweeted [1].

The contrasting movements between corporate treasuries and ETFs highlight a tug-of-war within the Bitcoin market. Institutional buyers appear unfazed by short-term volatility, continuing to add to their holdings, while ETF-driven outflows suggest a more reactive approach to price movements. This dynamic may persist until a stronger catalyst emerges to shift the balance and provide clarity on Bitcoin’s next directional move.

Source:

[1] Cointelegraph, https://cointelegraph.com/news/bitcoin-treasuries-add-630-btc-etfs-shed-300m-as-price-whipsaws