The post 1.3M BTC and 5.5M ETH appeared on BitcoinEthereumNews.com.

TL;DR Recently, digital asset treasuries aggregate approximately 1.3M BTC and 5.5M ETH according to third-party estimates: BitcoinTreasuries.net and industry analysis collected by Chainalysis Research. Data updated as of October 2, 2025. The sector shows signs of consolidation: stricter selection of projects, better infrastructure, clearer governance rules. The “it’s a bubble” thesis coexists, in parallel, with the arrival of more patient and institutional capital, especially on BTC, ETH, SOL, and TON. The Hook: Record Data, but “It Looks Like a Bubble” Corporations and foundations continue to accumulate tokens in their treasury, with numbers that surprise even industry insiders. At the Token2049 in Singapore, the CEO of TON Strategy, Daria Kapustina, stated: “it looks like it’s a bubble”. The contrast is stark: growing figures accompanied by the return of the word “bubble”. In this context, the signal is that the cycle is changing, with new dynamics and greater selectivity from investors, who are more attentive to sustainability and processes. According to data collected by our research team, which monitored dozens of on-chain balances and corporate reports between 2023 and 2025, many treasuries have indeed reallocated exposures towards assets with greater liquidity and formal custody infrastructures. custody services. Industry analysts observe an increase in requests for risk management policies and periodic reporting in consultations with foundations and corporates. Context and Key Statements Kapustina explained that Digital Asset Treasuries (DAT) have attracted fast capital, but now the focus is shifting to projects with more solid fundamentals, marking a phase of filtering rather than an immediate crash. It should be noted that the trajectory suggests a shift from indiscriminate growth to operational discipline. She recalled the role of Michael Saylor and MicroStrategy as a model of treasury in Bitcoin. Recently, the logic has also extended to Ether, Solana, and Toncoin, with TON Strategy active in…

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Filed under: News - @ October 2, 2025 12:29 pm