Metaplanet buys 136 BTC, total holding reaches 20,136

  • CEO Simon Gerovich said in a post on X that the purchase was made at an average price of roughly $111,666 per Bitcoin.
  • Bitcoin steadied near $111,300 on Monday after gaining nearly 3% last week.
  • The new acquisition brought Metaplanet’s total holdings to 20,136 BTC.

Japanese Bitcoin treasury firm Metaplanet announced Monday that it purchased an additional 136 BTC for about $15.2 million, as it continues to build its cryptocurrency reserves.

CEO Simon Gerovich said in a post on X that the purchase was made at an average price of roughly $111,666 per Bitcoin.

The new acquisition brought Metaplanet’s total holdings to 20,136 BTC, acquired at approximately $2.08 billion based on the company’s cumulative purchase price of $103,196 per bitcoin.

According to BitcoinTreasuries data, Metaplanet now ranks sixth globally among publicly traded companies with Bitcoin reserves, behind Strategy, Mara, XXI, Bitcoin Standard Treasury Company, and Bullish.

Michael Saylor’s Strategy remains the largest corporate holder, with 636,505 BTC.

Shares of Metaplanet dipped following the announcement. The stock slipped 1.2% around midday Monday in Japan, while US-traded shares closed down 1.6% at $4.86 on Friday.

The company’s stock has dropped 30% over the past month but remains up 101% year-to-date.

El Salvador adds Bitcoin on anniversary

In a separate development, El Salvador President Nayib Bukele said Monday that the country acquired an additional 21 BTC to mark “Bitcoin Day,” the anniversary of the law making the cryptocurrency legal tender in September 2021.

The purchase brought El Salvador’s total holdings to 6,313 BTC, according to its Bitcoin Office.

The move comes after a July report from the International Monetary Fund, which stated that El Salvador had not added to its bitcoin reserves since signing a $1.4 billion loan agreement in December 2024 that required it to scale back purchases.

Bitcoin price outlook

Bitcoin steadied near $111,300 on Monday after gaining nearly 3% last week, rebounding from three consecutive weeks of declines.

The price remains below its all-time high of $124,474 but has recovered modestly amid improved risk sentiment in global markets and growing expectations of a Federal Reserve interest rate cut.

Technical indicators show momentum improving.

The Relative Strength Index (RSI) on the daily chart stood at 46 and pointed upward toward its neutral 50 level, signalling that bearish momentum is fading.

If Bitcoin sustains its recovery, analysts see potential for a move toward resistance near $116,000.

Ethereum has been trading in a narrow range between $4,232 and $4,488 over the past nine days.

It was last seen near $4,300 after rebounding from its lower boundary.

A daily close above $4,488 could open the path toward its record high of $4,956 if support at $4,232 continues to hold.

 

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Bitcoin treasury purchase size collapses 86%, data shows

  • Total BTC treasury holdings have hit a record high of 840,000 BTC.
  • However, the average purchase size has collapsed by a staggering 86 percent.
  • This waning demand was the key driver of the Q2 Bitcoin rally.

They were the heroes of the last great rally, the talk of the town at the recent BTC Asia conference, their voracious appetite for Bitcoin single-handedly driving the market to new heights.

But a shadow has fallen over the world of the corporate Bitcoin treasury.

A new report reveals a worrying trend beneath the surface: while their total holdings are larger than ever, their conviction, measured by the size of their buys, has collapsed.

The great contradiction: more players, smaller bets

The on-chain data, laid bare in a new report from CryptoQuant, tells a tale of two conflicting truths.

On one hand, the aggregate Bitcoin treasury holdings have surged to a record 840,000 BTC, a war chest led by the titan Strategy, which holds 637,000 BTC. Transaction activity also remains near record levels, with 46 deals in August alone.

But on the other hand, the average size of these purchases has fallen off a cliff. Strategy bought just 1,200 BTC per transaction in August, while other firms averaged a mere 343 BTC.

Both of these figures are down a staggering 86 percent from their peaks in early 2025. In total, Strategy acquired only 3,700 BTC in August, a whisper compared to the 134,000 BTC it bought at its peak last year.

This is not the behavior of a market brimming with confidence; it is the sign of smaller, more hesitant buys, a clear signal of liquidity constraints or waning conviction.

The ghost of rallies past

This dramatic slowdown is a major concern for investors because it was the relentless engine of treasury accumulation that drove Bitcoin’s spectacular price growth in the second quarter.

As CoinDesk reported at the time, by late August 2025, institutions were absorbing more than 3,100 BTC a day against a mere 450 being mined.

This created a powerful 6-to-1 demand-supply imbalance that sent prices soaring.

Now, that engine is sputtering. This slouching demand raises the critical risk that the market’s current price strength may not be sustainable if the giants of the space continue to nibble cautiously rather than devour at scale.

A new hope? The rise of Asia’s treasury front

But as the Western giants grow hesitant, a new front in the treasury movement is opening in the East.

According to a Bitwise report, 28 new treasury companies were formed in July and August alone, collectively adding over 140,000 BTC to their coffers.

More significantly, Asia is emerging as the next major battleground. Taiwan-based Sora Ventures has launched a massive 1 billion dollar fund specifically to seed new regional treasury firms, with an initial commitment of 200 million dollars.

This new vehicle will pool institutional capital to support a fresh wave of entrants, a different model from the region’s current largest player, Metaplanet.

The stage is now set for a fascinating and pivotal confrontation.

The central question that will define the next phase of Bitcoin adoption—and its price—is whether this new, hungry wave of Asian treasuries can offset the shrinking appetite of the incumbents who first blazed the trail.

Market updates

BTC: Bitcoin remains resilient for now, trading in the 110,000–113,000 dollar range. The price is being supported by broad expectations of Federal Reserve rate cuts and continued, if smaller, institutional inflows via ETFs.

ETH: Ethereum is trading near the 4,300 dollar level. Its recent weakness, marked by a 3.8 percent weekly decline, is being attributed to ETF outflows and the historically subdued trading that characterizes “Red September.”

However, its longer-term outlook remains positive, buoyed by deep institutional interest and growing staking activity.

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Ether ETFs see $788M in outflows: what’s going on?

  • The funds shed a total of $787.6 million between Tuesday and Friday.
  • Over the same period, Bitcoin ETFs saw $250.3 million in net inflows.
  • The weekly reversal comes after a strong August for Ether ETFs, which attracted $3.87 billion in inflows.

US-based spot Ether exchange-traded funds (ETFs) saw four straight days of net outflows during the shortened trading week following Labor Day, reversing some of the momentum that had built up in August.

The funds shed a total of $787.6 million between Tuesday and Friday, with the sharpest move on Friday when $446.8 million exited the products, according to data from Farside.

Date ETHA (BlackRock) FETH (Fidelity) ETHW (Bitwise) TETH (21Shares) ETHV (VanEck) QETH (Invesco) EZET (Franklin) ETHE (Grayscale Mini) ETH (Grayscale ETHE) Total
02 Sep 25 0.0 (99.2) (24.2) (6.6) 0.0 0.0 0.0 (5.3) 0.0 (135.3)
03 Sep 25 (151.4) 65.8 20.8 0.0 0.0 0.0 0.0 0.0 26.6 (38.2)
04 Sep 25 148.8 (216.7) (45.7) 0.0 (17.2) (2.1) (1.6) (26.4) (6.4) (167.3)
05 Sep 25 (309.9) (37.8) 0.0 (14.7) 0.0 0.0 0.0 (51.8) (32.6) (446.8)

Over the same period, Bitcoin ETFs saw $250.3 million in net inflows.

The weekly reversal comes after a strong August for Ether ETFs, which attracted $3.87 billion in inflows.

Bitcoin ETFs, in contrast, recorded $751 million in outflows during the month.

Long-term optimism

Despite the recent weakness, several market participants remain bullish on Ether’s outlook.

On Wednesday, BitMine chairman Tom Lee reiterated his forecast that ETH could eventually reach $60,000.

Speaking on the Medici Presents: Level Up podcast, he said Wall Street’s growing interest in the token could become a “1971 moment” for the asset, a reference to the US ending the gold standard and ushering in a new financial era.

BitMine is the largest Ether treasury company, holding about $8.04 billion worth of ETH, according to data from StrategicETHReserve.

Collectively, Ether treasury companies now control 2.97% of the token’s circulating supply, valued at $15.49 billion at the time of publication.

Whale accumulation

Supporting that outlook, blockchain analytics firm Santiment noted that large Ether holders have steadily increased their positions.

Wallets holding between 1,000 and 100,000 ETH — worth between $4.31 million and $430.63 million — have grown their balances by 14% since April, when ETH touched yearly lows.

“In exactly 5 months, they have added 14.0% more coins,” Santiment said in a post on X.

The firm suggested that the accumulation trend could provide underlying support for the asset even as ETF flows fluctuate.

Market context

Ether traded at $4,313 on Saturday, while Bitcoin stood at $110,238.

The diverging ETF flows highlight shifting sentiment between the two largest cryptocurrencies as traders weigh the impact of macroeconomic conditions, regulatory clarity, and institutional adoption.

While short-term flows have turned negative, Ether’s strong August performance and continued interest from institutional players suggest that investors remain divided on whether the latest moves mark a pause or the start of a broader rotation back into Bitcoin.

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Ether ETF mania implodes: $505M lost in just 4 days

  • Ethereum ETFs lost $505M in just four days amid profit-taking and economic uncertainty.
  • Bitcoin ETFs gained $284M, signaling a shift toward perceived safer crypto assets.
  • Analysts warn volatility may continue, but long-term fundamentals for Ethereum remain strong.

Ethereum ETFs took a sharp hit, losing $505 million in just four days. The pullback follows a strong Q3 rally, where inflows and prices were hitting new highs, but investors suddenly hit the brakes.

Rising economic uncertainty and profit-taking appear to be behind the sudden flight.

Bitcoin ETFs, by contrast, drew in $284 million over the same stretch, showing investors are still hungry for crypto exposure—but not all crypto is treated equally.

For Ethereum, it’s a mix of strong demand and high volatility that’s keeping traders on edge.

Rise and fall of Ethereum ETF inflows

Ethereum ETFs rode a blistering wave in Q3 2025, pulling in over $33 billion in net inflows.

The surge was fueled by a mix of factors: the deflationary supply model after the Merge, attractive staking yields averaging 4.5% a year, and growing adoption of Layer 2 solutions, including the Dencun upgrades.

Institutional demand helped push Ethereum’s price from roughly $2,500 in mid-July to a peak of $4,744 by late August—a near doubling in just six weeks.

ETF inflows were closely tied to the rally, showing a 62% correlation with price movements.

Ethereum’s rally ran into trouble in early September. On Tuesday, investors pulled $135.3 million out of Ethereum ETFs, moving into Bitcoin ETFs, which are seen as a safer bet amid rising economic uncertainty.

The shift dragged Ethereum’s price down more than 10% from mid-August, to $4,209, the lowest since the middle of the month.

The drop highlights short-term caution, even as Ethereum’s ecosystem keeps evolving and the long-term growth story remains on track.

What analysts say: Caution amid volatility

Market watchers see the recent ETF outflows as a typical cooldown after an exuberant rally, though they warn that volatility could linger.

Analysts stress that the outflows are driven more by profit-taking and risk management than a loss of confidence in Ethereum’s fundamentals.

Institutional interest remains solid, supported by staking rewards, Layer 2 adoption, and growing custody demand as Ethereum ETFs still hold roughly 5% of the total supply.

The back-and-forth between Ethereum and Bitcoin ETFs is showing just how jittery investors are.

Bitcoin raked in $283.7 million while Ethereum saw money leaving, a clear sign traders are leaning toward what they consider safer bets as inflation and policy worries mount.

Charts show short-term hesitation, but the real test will be whether Ethereum can break past $4,550 and keep climbing.

Right now, everyone’s watching the headlines-economic data, regulations, and ETF flows for clues on the next move.

If Ethereum finds its footing, the outflows could flip fast, reinforcing its position as a top crypto, though caution is still the name of the game in this volatile stretch.

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Sui price prediction after SUI Group Holdings’ $332m token grab

  • SUI’s 24-hour trading volume  signals heightened market interest.
  • Treasury bets and staking yield could attract more institutional investors to SUI.
  • A potential price test may occur if buying momentum persists
Sui is trading up as bulls continue the uptick seen since SUI Group Holdings’ recent acquisition of 20 million SUI tokens.
As the company boosted its treasury to over $332 million, Sui prices jumped amid optimism about the future of SUI.
The altcoin is up from lows of $3.12 this week and could explode as the crypto market eyes a Q4 rebound.

Sui price surge – key bet by SUI Group Holdings

Although gains in the past 24 hours and week are below 3%, analysts are bullish about SUI following recent activity.
The token, which  currently stands at $3.41, with a 24-hour trading volume of $806 million according to CoinMarketCap, also has open interest at $12.19 billion to indicate trader confidence.
As this happens, the recent purchase of 20 million SUI tokens by SUI Group has added to short term optimism.
The company’s holdings of 101.8 million tokens are a move that hints at strong confidence in the project’s future.

“Since the initiation of our SUI treasury strategy in late July, we have expeditiously accumulated over 100 million SUI, underscoring our conviction in the transformative potential of the SUI blockchain and its critical role in the future of decentralized finance,” said Stephen Mackintosh, Chief Investment Officer of SUI Group.

Accumulation executed through a discounted deal with the Sui Foundation has sparked discussions about a potential price surge, building on the bullish momentum.
The recent treasury boost is seen as a catalyst, potentially pushing the price toward $4.00 within the next quarter if market conditions remain favorable, which further strengthens SUI’s fundamentals, attracting long-term investors.

Sui price volatility

Despite the optimism, the crypto market’s volatility encounters challenges as analysts caution that whale activity, like SUI Group’s, might lead to short-term price swings, with a possible dip to $3.00 if selling pressure mounts.
Buyers appear willing to step in repeatedly, reinforcing the base if the price finally cracks, with the structure favouring a swift climb as liquidity thins above.
In this case, the Sui price could explode above $4.00, with targets above $5.00 in the short term.
Sui chart by TradingView
However, the SUI Group’s cash reserves  for further acquisitions signal a commitment to growth, potentially stabilizing the token.
As the crypto community reacts with enthusiasm, with users heaping praise on the treasury strategy move, the main target will be on what this means for the long term price outlook.

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