According to André Dragosch (@Andre_Dragosch), public corporations have purchased nearly 200,000 BTC in 2025, which is four times more than the combined acquisitions by all US spot Bitcoin ETFs for the year. This surge follows the latest MicroStrategy (MSTR) announcement, highlighting a significant shift in institutional demand towards direct Bitcoin holdings rather than ETF exposure. For traders, this trend signals increased corporate confidence in holding Bitcoin on balance sheets, potentially tightening available supply and driving upward price pressure in the crypto market. Source: André Dragosch, Twitter, May 12, 2025.

According to Lookonchain, on April 25, 2025, 10 Bitcoin ETFs recorded a net inflow of 5,037 BTC, equivalent to $477.93 million, with Blackrock iShares leading by adding 3,500 BTC worth $332.07 million and now holding 586,164 BTC valued at $55.62 billion. Simultaneously, 9 Ethereum ETFs saw net inflows of 31,199 ETH ($55.5 million), with Blackrock iShares contributing the largest share by acquiring 22,704 ETH valued at $40.39 million. These substantial inflows highlight strong institutional demand, signaling potential bullish sentiment and increased liquidity in both Bitcoin and Ethereum ETF markets (source: Lookonchain via Twitter).