Author: Sophia Cruz

According to K33 Research, 25% of Bitcoin treasury companies currently trade below their BTC holdings, which restricts their capacity to raise additional funds.

K33’s new market analysis shows that even if Bitcoin did well in September, gaining 3% each week, the spot market is still quiet, with average daily volumes of about $2.6 billion. K33 says that Bitcoin’s 7-day volatility touched a yearly low in mid-September, but the price went past $115,000 in anticipation of the U.S. Federal Reserve meeting.

According to K33 Research, one out of every four public Bitcoin (BTC) treasury businesses now has a market valuation that is less than the value of its BTC holdings. The change shows that people are losing interest in corporate tactics for accumulating crypto as treasury firm premiums drop across the board.

One factor that things are looking up is that more people are interested in BTC and ETH futures premiums on the CME (Chicago Mercantile Exchange), which is one of the biggest financial exchanges in the world. A futures premium indicates that contracts to buy Bitcoin or Ethereum at a later date cost more than they do today, which shows that traders think the prices will go up.

K33, on the other hand, sees this as medium-term optimism, while traders in general are still cautious.K33 Research also says that the surge in firms buying and holding Bitcoin is certainly tapering down. One out of every four publicly traded Bitcoin treasury businesses is now worth less than the market value of their BTC holdings. This makes it difficult for them to get new money to keep buying more.

A few businesses have been struck the worst. For instance, KindlyMD (NASDAQ: NAKA) has lost 96% of its value from its peak, while Strategy (NASDAQ: MSTR), the biggest corporate Bitcoin holder, has had its market premium drop to its lowest level since March. The report argues that this drop makes it harder for MSTR to buy additional BTC and shows that one of the market’s most powerful participants has less buying power.
In September, treasury businesses contributed an average of 1,428 BTC per day, which was the slowest rate since May 2025. K33 experts say that these companies shouldn’t trade at big premiums above their Bitcoin holdings because of costs like advisory fees and complicated structures. They do, however, say that there are times when holding Bitcoin makes other areas of a firm stronger.

K33 says that the market may once again depend more on spot buyers and ETFs to fuel demand because corporate Bitcoin treasuries now own more than 1 million BTC.According to bitcointreasuries.net, K33 is one of the top 100 Bitcoin treasury firms.

As miners cut back on distribution and switch to accumulation, the Bitcoin surge gets stronger, which boosts trust in the market. 

Bitcoin is in the news again as its price keeps going up. One of the strongest signs of this rise? Miners, who are the network’s backbone, are selling less Bitcoin and instead are buying more.

When miners halt its Bitcoin mining, it usually means that people are becoming more sure that the price will go up in the future. These are the players who get BTC as prizes and then have to sell it to pay for their expenses. If they are holding, it usually suggests they think prices will go up.

This change in strategy from distribution to accumulation enhances the current Bitcoin surge, which means that insiders are counting on more gains. 

Recently, BTC made a significant comeback from the highlighted order block (demand zone) on the daily timeframe. This shows that buyers are still in charge at this important level. The rally was confirmed even further by a clear breakout over the 100-day moving average, which had been acting as dynamic resistance.

This news shows that bullish momentum is coming back, although a short-term drop back to the broken MA near $112K is still possible. If this retest holds, the larger structure will still support the move toward the all-time high resistance zone.

The signals seem good, but nothing is ever certain in the crypto market. The way miners are accumulating Bitcoin and the way it is technically strong right now is a good sign for the coin’s rise.

Bitcoin could be ready to hit new highs in the next few weeks as long as outside macroeconomic conditions stay constant and $112K stays as support.

For both novice and experienced investors, following what miners do is still an important sign of long-term sentiment. And right now, the miners seem to be in a good mood.

Bitcoin is having a hard time getting over $112,000, but the number of accumulator addresses is going up, which shows that long-term holders want to buy more. Funding rates are still positive at 0.0091%, and traders in both the spot and futures markets are feeling bullish, which means that they are getting ready for the next upward rise.

Bitcoin (BTC) is back in the news, but not because of its price. Instead, it’s because long-term holders are becoming more confident. CryptoQuant has new information that shows BTC accumulator addresses have hit an all-time high, holding more over 266,000 BTC. This rise shows that investors who believe in the digital asset’s long-term potential are quite confident in it.
These addresses, which are typically connected to whales, institutions, or smart long-term investors, are meant to collect BTC and don’t sell it very often. Even when the market goes through periods of turbulence and consolidation, their persistent accumulation shows that they are hopeful.

Some investors, on the other hand, still have faith in the market despite these problems. These holders haven’t sold their BTC; instead, they’ve kept buying it, which makes people more hopeful that the asset will rebound soon.

A new analysis from the pseudonymous CryptoQuant analyst Darkfost says that demand from BTC accumulator addresses is “skyrocketing.”

These wallet addresses have done at least two transactions with a minimum quantity of BTC, but they have never sold anything. They currently have the most holdings they’ve ever had.

The fact that more and more companies are adopting corporate treasury is another reason why this record is growing. More and more businesses are putting Bitcoin on their balance sheets, just like MicroStrategy did when it first came out. These corporate submissions aren’t just for show; they show that companies are making long-term bets on Bitcoin’s ability to hold value in a global economy that is prone to inflation.

This institutional interest creates a cycle that keeps going: as more BTC is taken out of circulation and stored in cold storage, the supply on exchanges gets smaller, which might push prices up over time.

On Friday, the mining difficulty on Bitcoin hit a new all-time high of 134.7 trillion, which is a sign that it is continue to rise over time. This milestone occurs even though past predictions said that the levels of difficulty might go down.

As of block 913,743, the difficulty of mining Bitcoin has reached an all-time high of 136.04 tera (T). This means that the network’s economy and structure are changing in a big way. This record difficulty, which is caused by more institutions becoming involved and more advanced technology being used, has made a big difference between small miners and large-scale operations. 

As the next difficulty adjustment approaches on September 18, 2025, with a projected 2.74% rise to 139.77 T, it’s important to look closely at what this means for miner profits, centralization dangers, and long-term Bitcoin (BTC) investment plans.  

Network difficulties reached its highest point in August and kept going up all month. This number shows how hard it is on average to mine a block on the Bitcoin network. It changes every two weeks or so.

The hashrate of Bitcoin has dropped from more than 1 trillion hashes per second on August 4 to 967 billion hashes per second. The hashrate shows how much processing power all the miners on the network have.

Higher difficulty levels make it harder for big mining companies that work on small profit margins to do business. As expenses keep going up, the higher computational needs make people worry about possible centralization.

Moreover, the relationship between difficulty adjustments and price trends is essential for those who are investing in Bitcoin. Historical data indicates a lag of 1 to 6 weeks between price movements and adjustments in hashrate, revealing that rising prices tend to draw in miners and lead to increased difficulty. The 2024 halving, for instance, came before a price peak of $73k in March 2024, indicating that a decrease in supply through halving, along with scarcity driven by difficulty, can contribute to bullish market cycles.

The current peak in difficulty brings forth new factors to consider. The adjustment on September 18, if it raises difficulty to 139.77 T, may place additional pressure on smaller miners. This could lead to a decrease in hash rate volatility and contribute to more stable block times. This could provide a short-term boost to Bitcoin’s price by enhancing network security.