The shift isn’t subtle anymore. It’s loud. It’s happening in real time. And it’s being led by the biggest buyers in the space, the ones who don’t trade for a quick flip, but stack for the long haul.

This week delivers three clear signals: institutional accumulation is accelerating, supply is tightening, and the market is slowly entering a new era where retail traders no longer shape the cycle.

Let’s break it down.

Strategy just made another major move.

They acquired 10,624 BTC for $962.7 million, buying at an average price of $90,615 per bitcoin. That is not a cautious add. That is a confident, multi-hundred-million-dollar punch straight into the market.

According to their latest update (as of 12/7/2025), Strategy now holds:

They aren’t reacting to volatility. They aren’t waiting for a dip. They’re executing a straight accumulation strategy, cycle after cycle.

This is how long-horizon buyers behave.

They don’t care about weekly candles.

They care about ownership.

And with more than half a million bitcoin locked away, Strategy is quickly becoming one of the largest non-government holders in the world.

Strategy has acquired 10,624 BTC for ~$962.7 million at ~$90,615 per bitcoin and has achieved BTC Yield of 24.7% YTD 2025. As of 12/7/2025, we hodl 660,624 $BTC acquired for ~$49.35 billion at ~$74,696 per bitcoin. $MSTR $STRC $STRK $STRF $STRD $STRE https://t.co/oyLwSuW7nW

— Michael Saylor (@saylor) December 8, 2025

If Strategy is aggressive, then Bitmine Immersion is something else entirely.

They bought 138,452 ETH this week, worth $435 million at current prices (CoinMarketCap data).

Yes, one week.

Yes, nearly half a billion dollars.

Their total stack now stands at:

This isn’t normal accumulation.

This isn’t opportunistic buying.

This is market ownership.

Bitmine Immersion is positioning itself like a long-term supply sink. Every large entity in the space can see what they’re doing, and what it likely signals for Ethereum’s liquidity structure over the next decade.

When billion-dollar treasuries accumulate, they don’t sell into rallies.

They absorb supply.

They remove liquidity.

They shift the entire market foundation.

And when the biggest buyers keep stacking, you already know what tends to come next.

BitMine Expands Ethereum Holdings to $13.2B, Accelerates Weekly Buying Pace 156%
BitMine Immersion Technologies has increased its Ethereum position to over 3.86 million ETH valued at $13.2 billion, marking a 156% surge in weekly acquisition pace. https://t.co/Wsp0KQnyi6 pic.twitter.com/OWMep7UgxH

— Coinspeaker (@coinspeaker) December 8, 2025

This week came with another major milestone:

Bitcoin held in global treasuries has officially surpassed 4 million BTC.

That’s almost 20% of the circulating supply, effectively removed from open market trading and stored inside:

A decade ago, this was unimaginable.

Today, it’s the new baseline.

The accumulation is accelerating, not slowing.

And the size of the players entering is only getting bigger, pensions, yield funds, long-horizon asset managers.

Over 4 Million $BTC Now Held in Global Treasuries

The amount of Bitcoin held in treasuries has officially surpassed 4 million #BTC, reflecting accelerating institutional adoption across ETFs, public companies, governments, and DeFi protocols. This signals a gradual shift away… pic.twitter.com/9atYixgi0r

— CryptoRank.io (@CryptoRank_io) December 8, 2025

The message is simple:

And institutional presence is no longer a narrative, it’s math.

Here’s the part most people don’t talk about.

Even with more than 4 million BTC locked away, Bitcoin still trades like a high-beta tech asset.

Its flows remain speculative.

Its liquidity still reacts to macro shocks.

And its volatility still mirrors the Nasdaq during stressed periods.

This is the “qualitative gap” the market is trying to cross.

For Bitcoin to earn true “digital gold” status, three structural changes need to happen:

 1. Time

Bitcoin needs more cycles to prove resilience during real-world crises.

Gold didn’t become gold overnight.

2. Deeper long-horizon participation

Not ETFs.

Not hedge funds.

But sovereign wealth funds, insurance giants, and multi-decade capital allocators.

3. Stability-driven flows

Speculative capital must be overshadowed by treasury-grade capital, the kind that locks coins away for good.

That transition is underway… slowly.

But the numbers this week show we’re moving in that direction faster than most realize.

Bitmine’s multi-billion dollar position puts Ethereum in a new spotlight.

With nearly 4 million ETH in a single treasury, Ethereum is starting to show the same profile Bitcoin displayed in its pre-ETF era, large holders with long-term intent gradually removing supply from the open market.

At 3.86 million ETH, Bitmine Immersion holds more Ethereum than many Layer-2 ecosystems combined.

Just imagine the impact if two or three more firms follow the same model.

Ethereum’s circulating liquidity could collapse into the tightest supply zone it has seen since the pre-Merge era.

These are the conditions where multi-year revaluations begin.

Look at the pattern:

All of it points to one conclusion:

And unlike retail, institutions don’t trade narratives.

They trade supply and time.

The signals are clear:

The largest buyers are not selling anytime soon

This is the quiet start of an institutional accumulation phase that will reshape the next decade of crypto.

And if history is any guide…

When the biggest buyers keep stacking, price eventually follows.

Disclosure: This is not trading or investment advice. Always do your research before buying any cryptocurrency or investing in any services.

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