Bitcoin News Today: Corporate Treasuries Now Hold 5% of All Bitcoin as Institutional Buying Surges

Marathon Digital Holdings (MARA) has deepened its Bitcoin treasury with a $46.3 million purchase of 400 BTC through institutional liquidity provider FalconX, further solidifying its position as the second-largest corporate holder of the cryptocurrency with a total of 52,850 BTC valued at over $6.12 billion . The acquisition, executed as Bitcoin rebounded to $114,763 following a historic $19 billion liquidation event last week, underscores a broader trend of institutional investors viewing recent price dips as strategic entry points .

The move aligns with Marathon's dual strategy of combining mining output with strategic market purchases. In September alone, the firm produced 736 BTC through its mining operations while maintaining a disciplined approach to treasury expansion . Marathon's actions mirror those of MicroStrategy (MSTR), which has accumulated 640,031 BTC since 2020 and recently signaled potential for further purchases via Michael Saylor's cryptic social media hints . Together, these corporate treasuries now hold roughly 1.01 million BTC-about 5% of all Bitcoin in circulation-according to Bitcoin Treasuries Net data .

Bitcoin's price action has shown early signs of stabilization, with the 9-day and 20-day exponential moving averages (EMAs) flattening after a prolonged downtrend. The Relative Strength Index (RSI) has also recovered from oversold territory, suggesting improving momentum . On-chain data reveals a tight liquidity equilibrium, with bid walls stacked near $115,174 and ask walls forming at $115,186. A sustained close above $117,000 could confirm a bullish reversal, while a break below $112,500 risks another pullback toward $109,000 .

Analysts remain divided on Bitcoin's near-term trajectory. Some point to the "golden cross" pattern-a bullish technical signal-as a potential catalyst for a 2,200% rally similar to 2017 and 2020 . Others caution that Bitcoin's failure to hold above key resistance levels could trigger a retest of $100,000 amid lingering macroeconomic uncertainties .

The divergence between institutional and retail sentiment has never been more pronounced. While Marathon and other corporate buyers continue to "buy the dip," retail traders have struggled with short-term volatility, particularly after President Donald Trump's initial tariff threats sent Bitcoin plunging below $106,000 last week . Pav Hundal, Lead Market Analyst at Swyftx, noted that institutions "see resets as opportunities," contrasting with retail traders who often exit during dips .

Michael van de Poppe, another analyst, argued that Bitcoin's recent drop below the 20-week moving average does not signal a bear market but rather a discounted entry point for long-term investors . This sentiment is echoed by Marathon's management, which has consistently framed Bitcoin as a "digital gold" asset class insulated from geopolitical tensions .

The surge in institutional accumulation has outpaced Bitcoin's organic supply, with corporate treasuries and ETPs purchasing 944,330 BTC year-to-date-7.4 times the amount mined in 2025 . This dynamic has created a supply-demand imbalance, with institutions absorbing 6.3 times more Bitcoin than new supply in August alone . However, the concentration of Bitcoin in corporate hands has raised concerns about market fragility, with analysts warning that a shift in institutional sentiment could amplify liquidity risks .

Marathon's stock, down 7.77% year-to-date, has underperformed MicroStrategy's 27.4% gain, reflecting divergent investor perceptions of their strategies. While MicroStrategy's unbalanced bet on Bitcoin has generated outsized returns, Marathon's capital-intensive mining operations face challenges from rising energy costs and the 2028 halving event .

As Bitcoin hovers near $115,000, the market's next move may hinge on whether institutional buying pressure can overcome macroeconomic headwinds. If Marathon and other corporate buyers maintain their pace, the $117,000 threshold could serve as a psychological catalyst for a broader rally. Conversely, a breakdown below $112,500 may invite renewed selling.

For now, the data suggests that large holders remain confident in Bitcoin's long-term narrative, even as retail traders grapple with short-term volatility. As one analyst put it, "The market is leaning toward caution, but institutional conviction keeps the floor in place" .

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Source: [1] Bitcoin Bulls Re-Emerge After MARA Adds 400 BTC and Saylor ... (https://ecoinimist.com/2025/10/13/bitcoin-bulls-re-emerge-mara-strategy/)

[2] MARA Holdings Buys $46 Million in Bitcoin Post-Crypto Market ... (https://decrypt.co/343979/mara-holdings-46-million-bitcoin-historic-market-crash)

[3] Bitcoin Up 2% On $46.3M MARA Buy, Possible Strategy Purchase (https://insidebitcoins.com/news/bitcoin-rebounds-2-as-mara-buys-46-3m-btc-saylor-hints-at-new-strategy-purchase)

[4] BTC Mining Firm Marathon (MARA) Scoops Up 400 BTC After ... (https://www.coindesk.com/markets/2025/10/13/marathon-scoops-up-400-btc-after-friday-s-usd20b-crash)

[5] MARA Holdings Expands Bitcoin Treasury by 400 BTC Despite ... (https://www.hokanews.com/2025/10/mara-holdings-expands-bitcoin-treasury.html)

[6] Better Bitcoin Stock: MicroStrategy vs. Marathon Digital (https://www.fool.com/investing/2024/10/15/better-bitcoin-stock-microstrategy-vs-marathon-dig/?msockid=3c38ed547e20670d361cfbd07f7a66e6)

[10] Why Corporate Bitcoin Treasuries Demand Is Slowing in 2025 (https://cryptonews.com/exclusives/why-corporate-bitcoin-treasuries-demand-is-slowing-in-2025/)

[11] Why Institutional Bitcoin Demand Exploded In 2025 (https://bitcoinmagazine.com/markets/institutional-bitcoin-demand-explodes-in-2025-7x-more-btc-bought-than-mined)

[12] Bitcoin's Remarkable Institutional Accumulation: How Smart ... (https://www.stockpil.com/bitcoin-institutional-accumulation-retail-volatility/)