- Institutions allocated $3B into Bitcoin, with Strategy₿ leading $1.34B, marking a shift to decentralized treasury assets.
- Whale wallets acquired 2,218 BTC worth $227M, reflecting rising institutional and long-term holder accumulation.
- Bitcoin liquidity fell 73% since 2021, signaling tightening supply as BlackRock added $232.9M in BTC holdings.
A coordinated influx of institutional capital has seen five major firms allocate over $3 billion into Bitcoin. Strategy, Metaplanet, and others have significantly boosted corporate exposure to digital assets amid accelerating demand.
Strategy₿ Leads with $1.34B Allocation
According to a post by Crypto Patel, Strategy₿ committed the largest portion with $1.34 billion, or 44.67%, of total funds. This marks a strategic pivot toward Bitcoin dominance in treasury reserves across leading enterprise portfolios. The investment accounts for nearly half of the reported allocations by institutional players.
Metaplanet followed with a $2 billion Bitcoin position, yet represented only 10% of the charted total. Twenty One claimed 15.27% of the investment breakdown, converting to $458 million in BTC exposure. Other unnamed entities contributed smaller shares of 10% and 15.27%, completing the $3 billion institutional repositioning.
These distributions illustrate diversified risk strategies among participating companies, favoring long-term accumulation. Each firm’s exposure underlines a broader pivot away from fiat treasuries toward decentralized, supply-capped assets. Such shifts are prompting firms to recalibrate strategies in response to market inflation concerns.
Whale Activity Confirms Accumulation Phase
Two major Bitcoin transactions indicate rising inflows into whale wallets from centralized exchanges. According to reports, 2,218 BTC worth $227 million were acquired from Binance and Kraken. The activity suggests renewed interest by long-term holders in consolidating large balances.
Wallet data shows previous peaks above $3.2 billion in 2024, followed by a correction into 2025. Current holdings remain stable at around $2 billion. These movements are consistent with accumulation phases where supply is absorbed from exchanges into deep cold storage.
Transfers within the past 24 hours include 1.038K BTC from Binance and 1.18K BTC from Kraken. Past outflows to Kraken of 2K BTC last week and 1K BTC inflow from Kraken three weeks ago confirm continued rotation. The wallet’s balance history reflects active liquidity management during macro volatility.
Bitcoin Liquidity Drop Signals Supply Shock
Simultaneously, other market indicators suggest a different trend in sell-side liquidity. Charts show Bitcoin OTC and exchange liquidity declining sharply from 450K BTC in 2021 to 120K BTC by early 2025. This 73% drop highlights tightening supply conditions across regulated and decentralized trading venues.
U.S. exchange reserves and OTC desk volumes have driven the largest liquidity contractions. Miner reserves have also declined, though more gradually, reflecting reduced pressure to sell. Government-seized balances remained largely unchanged throughout, contributing minimally to total supply shifts.
This structural shift reflects self-custody trends and long-term holding strategies. The environment reinforces the scarcity narrative underpinning Bitcoin’s recent price action. The Bitcoin Fear and Greed Index, recorded at 71 on May 16, 2025, registers Greed amid rising enthusiasm.
BlackRock Adds $232.9M in BTC to Institutional Holdings
In another significant development, BlackRock confirmed a $232.9 million Bitcoin purchase, expanding its existing institutional exposure. The purchase reflects confidence in Bitcoin’s macro positioning and inflation-resistant architecture. Coinvo reported that institutions continue accumulating aggressively during price retracements and low-liquidity periods.
These assets are expected to be held under custodial structures designed for long-term capital preservation. BlackRock’s continued participation follows earlier allocations tied to spot ETF expansion. Market analysts cite this movement as another signal of capital rotation into decentralized assets.
