Bitcoin News Today: Investor Confidence Surges as Bitcoin Treasury Firms Gain Momentum

Three Bitcoin treasury companies—MARA Holdings Inc. (MARA), Rumble Inc. (RUM), and BTC Digital Ltd. (BTCT)—are showing improved momentum metrics, signaling growing investor confidence and a potential re-rating in the digital asset treasury stock segment. MARA's momentum percentile score surged from 29.92 to 60.21, representing a 30.29-point jump. The company, known for its aggressive Bitcoin accumulation strategy similar to that of MicroStrategy (MSTR), continues to expand its operations while maintaining a stronger price trend over the medium term, despite a 7.15% year-to-date decline. RUM also improved its ranking, climbing 14.13 points to 48.63, following its allocation of up to $20 million of treasury reserves into Bitcoin. Although the stock is down 41.21% YTD, it was up 32.79% over the year. BTC Digital, meanwhile, saw the most dramatic upward shift, with its momentum score leaping from 38.0 to 69.43—a 31.43-point gain. Despite exiting Bitcoin treasury holdings by July 2025 in favor of Ethereum, the firm remains in the spotlight due to its pivot toward DeFi and staking opportunities, which have attracted speculative positioning from investors.

The momentum percentile rankings—calculated using price movement and volatility across multiple timeframes—indicate that all three companies are now positioned well above the market median. This suggests a strong relative strength and increased institutional and retail attention. Such momentum shifts are often interpreted by market participants as a precursor to further short-term price appreciation, especially when combined with strategic reorientations, such as BTC Digital’s pivot to Ethereum-based models or Rumble’s Bitcoin allocation.

From a valuation perspective, MARA, RUM, and BTCT continue to exhibit mixed performance across different time horizons. MARA maintains a solid growth ranking, with a stronger medium-term price trend but weaker short- and long-term trends. RUM, on the other hand, lags across all timeframes, despite its strategic commitment to Bitcoin. BTC Digital, while having a good growth ranking, shows a weak price trend across all periods. The divergence in performance highlights the complexity of evaluating digital asset treasuries, where operational expansion, strategic shifts, and macroeconomic factors all play a role.

The broader context of institutional Bitcoin adoption is also shaping these momentum trends. Public and private companies have increasingly added Bitcoin to their reserves, with corporate treasuries managing over 6% of the total Bitcoin supply as of August 2025. The acceleration in accumulation has been driven by financial firms, technology companies, and professional services, with financial firms accounting for the largest share at 35.7%. The trend is further reinforced by the establishment of a U.S. Strategic Bitcoin Reserve and similar initiatives in New Hampshire, Texas, and Arizona. This institutional shift is not limited to Bitcoin; Ethereum, Solana, XRP, and Litecoin are also being explored as reserve assets, with Ethereum-based companies such as BitMine Immersion Technologies accumulating over 1.52 million ETH.

The momentum improvements observed in MARA, RUM, and BTCT reflect broader investor sentiment and strategic reallocation in the corporate and institutional sectors. While these firms differ in their operational focus and asset strategies, their shared exposure to digital asset treasuries positions them at the intersection of emerging financial trends. As corporate and government adoption of crypto continues to expand, digital asset treasury stocks are likely to remain a focal point for both short- and long-term investors. The trajectory of these firms, therefore, could serve as a barometer for the evolving role of cryptocurrencies in mainstream financial portfolios.

Source:

[1] 3 Bitcoin Treasury Firms Show Improving Price Trends, Strong Momentum Signals (https://www.benzinga.com/markets/earnings/25/09/47442044/3-bitcoin-treasury-firms-show-improving-price-trends-strong-momentum-signals)

[2] Is MARA Holdings Stock a Buy? (https://danelfin.com/is-mara-holdings-stock-a-buy-now)

[3] Institutional Crypto Reserves: Trend Analysis by CP Media (https://coinspaidmedia.com/columns/institutional-crypto-reserves-trend-analysis-cp-media/)