According to Kashif Raza, BlackRock CEO Larry Fink said large endowments and sovereign funds are quietly increasing Bitcoin (BTC) exposure and are building long positions rather than short-term trades; source: X post by Kashif Raza on Dec 5, 2025 https://twitter.com/simplykashif/status/1996823170951864729. For traders, sustained long-only institutional demand is typically reflected through spot Bitcoin ETP primary market creations that hold BTC and through futures positioning, making ETF primary flows, CME futures basis, and exchange reserve trends key confirmation metrics; sources: SEC Order approving spot Bitcoin ETPs (Release No. 34-99306) https://www.sec.gov/rules/sro/nysearca/2024/34-99306.pdf; CME Group Bitcoin futures product page https://www.cmegroup.com/markets/cryptocurrencies/bitcoin/bitcoin.html; Glassnode Academy Exchange Balance metric https://academy.glassnode.com/metrics/supply/exchange-balance.

According to @JasonSoraVC, Moon Inc HK acquired 7 BTC at an average price of $86,233. Source: @JasonSoraVC on X, Dec 2, 2025. He stated the company’s Bitcoin treasury now totals 42 BTC with an average cost basis of $90,363. Source: @JasonSoraVC on X, Dec 2, 2025. This tranche equals roughly $603,631 and the $86,233 entry is below the $90,363 cost basis, implying this buy lowered the overall average cost. Source: calculation based on figures disclosed by @JasonSoraVC on X, Dec 2, 2025. Fang emphasized a focus on consistent, long-term accumulation and execution amid market noise, positioning the purchase within a steady treasury strategy. Source: @JasonSoraVC on X, Dec 2, 2025.

According to Lookonchain, the crypto market weakened this week with major assets down and trading activity cooling across both spot and perpetual markets. Source: Lookonchain on X x.com/lookonchain/status/1995526807383413153 Stablecoin market capitalization increased by $3.26 billion, while stablecoin flows and institutional accumulation remained steady despite the overall decline. Source: Lookonchain on X x.com/lookonchain/status/1995526807383413153 A total of nine public companies increased their holdings by 734.41 BTC worth $62.2 million last week. Source: Lookonchain on X x.com/lookonchain/status/1995526807383413153 According to Lookonchain, Tom Lee's Bitmine bought 96,798 ETH valued at $273 million and now holds 3,726,499 ETH valued at $11.52 billion. Source: Lookonchain on X x.com/lookonchain/status/1995494740737802418 Arthur Hayes purchased 4.89 million ENA for $1.37 million, 436,000 PENDLE for $1.13 million, and 696,000 ETHFI for $543,000. Source: Lookonchain on X x.com/lookonchain/status/1993971772245606839 An early Ethereum ICO participant sold 20,000 ETH for approximately $58.14 million. Source: Lookonchain on X x.com/lookonchain/status/1993510988524797980

According to @lookonchain, Tom Lee (@fundstrat)'s Bitmine bought 63,123 ETH (about $174M) this week, lifting its holdings to 3,623,002 ETH (about $9.96B) [@lookonchain, Nov 21, 2025]. According to @lookonchain, BlackRock reduced its ETH by 43,237 ETH (about $119M) today, bringing its balance to 3,604,966 ETH (about $9.91B) [@lookonchain, Nov 21, 2025]. Based on @lookonchain data, Bitmine now holds approximately 18,036 ETH more than BlackRock [@lookonchain, Nov 21, 2025]. Based on @lookonchain data, net weekly change across the two entities is +19,886 ETH with a gross swing of 106,360 ETH, highlighting sizable tracked flows relevant to traders [@lookonchain, Nov 21, 2025].

According to @simplykashif, public companies added about 195,000 BTC (approximately $20.5 billion) to their holdings in Q3 2025; source: @simplykashif. According to @simplykashif, total accumulation by public companies since early 2024 now exceeds 700,000 BTC; source: @simplykashif.

According to the source, ABTC stated it acquired 139 BTC (about $13.9 million), bringing its total holdings to 4,004 BTC (about $401.6 million; source: ABTC on X). ABTC also said it is building America's Bitcoin infrastructure backbone, alongside the holdings update (source: ABTC on X).

According to @PANewsCN, citing Base co-founder Jesse Pollak’s post on X (x.com/jessepollak/status/1984068343721292162), Coinbase increased holdings by 2,772 BTC and 11,933 ETH in Q3 and intends to continue accumulating (source: @PANewsCN; @jessepollak on X). According to @PANewsCN referencing Coinbase’s Q3 report, the company reported $433M in net income, $1.9B in total revenue, and added $299M worth of Bitcoin during the quarter (source: @PANewsCN).

According to the source, a claim circulated that BitMine purchased 63,539 ETH (~$251M) and now holds ~$13.07B in ETH; however, this cannot be verified via primary disclosures or on-chain evidence at the time of writing, and we do not cite competing crypto media as sources. Traders should await a verifiable primary source such as an official company statement, regulatory filing, or identifiable wallet activity before acting on this headline. Source: an X/Twitter post; verification should rely on official company communications, SEC/EDGAR or equivalent regulator databases, and on-chain explorers like Etherscan for transaction hashes and wallet attribution.

According to @MilkRoadDaily, BTC held firm after a $20B flush because institutions didn’t panic while OG whales sold, per insights from CryptoQuant Head of Research Julio Moreno, signaling a rotation that could set up the next major move. source: @MilkRoadDaily The interview outlines a drop in the Bull Market Score and weakening spot demand, indicating near-term momentum risk until fresh bids return. source: @MilkRoadDaily It also highlights a surge in stablecoin liquidity that can precede renewed BTC spot demand as risk appetite improves. source: @MilkRoadDaily Traders are guided to monitor Q4 key levels and whale-versus-institution flows to time entries and manage risk. source: @MilkRoadDaily The segment discusses how prospective Fed rate cuts and trade tensions could impact BTC risk allocation and volatility. source: @MilkRoadDaily The conversation frames a potential BTC supply shock if institutional accumulation absorbs whale distribution, with the timing of a new ATH debated between Q4 and 2026. source: @MilkRoadDaily

According to @rovercrc, Bitmine has acquired $1.5 billion in Ethereum (ETH), while Tom Lee warns of a Treasury market bubble but remains bullish on crypto; traders should monitor ETH spot exchange netflows, large on-chain transfers to custodians, ETH/BTC relative strength, and options implied volatility for confirmation of institutional accumulation and rates-driven volatility impacts. Source: @rovercrc on X, Oct 19, 2025.

According to @OnchainLens, a newly created wallet 0x8df4ef8b5871ae3a9e0438369b3867f69a733776 withdrew 24,409 ETH worth USD 93.18M from Kraken. Source: Onchain Lens; data: Nansen. According to @OnchainLens, the wallet also received 8,914 ETH worth USD 34.1M from FalconX and now holds 28,933 ETH valued at USD 110.69M. Source: Onchain Lens; data: Nansen. According to @OnchainLens, these flows are characterized as whale and institutional accumulation of ETH, and the related addresses include 0x8df4ef8b5871ae3a9e0438369b3867f69a733776 and 0xedf1519979C5b71fF1452ac37d1c6cdA8CbEfeb9. Source: Onchain Lens; data: Nansen. According to @OnchainLens, the implied average transfer reference is approximately USD 3,826 per ETH based on the reported USD values, which traders can use as a cost basis reference. Source: Onchain Lens; calculation based on reported figures.

According to @CryptoKing4Ever, Bitmine’s Ethereum holdings have risen to $11.9 billion, placing it among the biggest institutional holders of ETH. Source: @CryptoKing4Ever. The source characterizes this as steady accumulation signaling growing trust in Ethereum’s future and network strength. Source: @CryptoKing4Ever. Traders can use this update to watch ETH spot flows, funding rates, and options skew for confirmation of institutional demand around ETH. Source: @CryptoKing4Ever. The update did not provide wallet addresses or on-chain verification details. Source: @CryptoKing4Ever.

According to @GracyBitget, BTC has reached a new all-time high in an unusually quiet move with minimal retail FOMO, indicating the advance is driven by spot demand and institutional accumulation (source: @GracyBitget). She emphasizes this structure is sturdier than retail-driven runs, highlighting the market’s current leadership by institutions and spot buyers at ATH levels (source: @GracyBitget).

According to @AltcoinGordon, nations initiating crypto reserves and Wall Street accumulation can add liquidity but make markets harder, with larger players triggering shakeouts and FOMO-driven moves (source: @AltcoinGordon on X, Sep 30, 2025). Traders should validate any institutional accumulation via CFTC’s weekly Commitment of Traders for CME Bitcoin futures to track large trader positioning shifts (source: CFTC). Cross-check daily spot BTC ETF creations/redemptions and flows published by issuers like iShares and Fidelity to confirm or refute net demand surges (source: iShares, Fidelity). Monitor on-chain holdings tagged to treasury or sovereign wallets using analytics to verify reserve build-up claims rather than relying on headlines (source: Glassnode, Arkham). Expect deeper liquidity sweeps around prior highs/lows and event-driven wicks during high-liquidity regimes, so adjust with volatility-based position sizing and reduced leverage around macro prints and ETF flow updates (source: CME Group). Use order book imbalance and iceberg detection on major exchanges such as Binance and Coinbase to avoid chasing engineered FOMO rallies (source: Binance, Coinbase). Track the trifecta of ETF net creations, CME futures basis vs. spot, and funding rates; alignment often signals trend quality for BTC and ETH during institutional phases (source: iShares/Fidelity issuer data, CME Group, major exchange funding dashboards).

According to @AltcoinGordon, Deutsche Bank, described as managing over $1 trillion in AUM, said Bitcoin (BTC) will evolve from a speculative asset into a pillar of global finance (source: @AltcoinGordon on X, Sep 23, 2025). He further claims his sources indicate the bank plans to accumulate as much BTC as possible, but the post provides no official confirmation, documents, or statements from Deutsche Bank (source: @AltcoinGordon on X, Sep 23, 2025). For trading, this remains an unverified claim; traders may consider waiting for official confirmation from Deutsche Bank before positioning to avoid headline-driven volatility risk (source: @AltcoinGordon on X, Sep 23, 2025).

According to @AltcoinGordon, institutions are quietly accumulating while retail investors panic and chase moves, implying a contrarian, buy-the-dip posture for crypto positioning (source: @AltcoinGordon on X, Sep 15, 2025, https://twitter.com/AltcoinGordon/status/1967477479930806301; linked thread: https://x.com/Crypto_Crib_/status/1967476727736918046). The post includes no tickers, metrics, or timeframes, so it should be treated as sentiment commentary rather than a data-backed trading signal (source: content of the cited X post and linked thread).

According to @stocktalkweekly, multiple stocks are breaking out of multi-year bases on all-time record volume while others remain range-bound, highlighting a narrow leadership market, source: @stocktalkweekly on X, Sep 12, 2025. Breakouts confirmed by record volume historically signal institutional accumulation and higher follow-through probabilities than low-volume moves, source: William J. O'Neil, How to Make Money in Stocks. Traders can tilt exposure toward new-high breakouts on expanding volume and reduce or avoid names that fail to clear resistance to align with leadership, source: @stocktalkweekly on X, Sep 12, 2025. A risk-on equity backdrop led by strong breakouts often coincides with higher beta across crypto; monitoring BTC and ETH during equity-led momentum regimes can improve timing, source: Coin Metrics State of the Network research on BTC–equity correlations. Risk controls remain critical; use tight stops and exit failed breakouts quickly to protect capital, source: William J. O'Neil, How to Make Money in Stocks.

According to @MilkRoadDaily, corporate Bitcoin holdings now exceed 1M BTC with an estimated value of 114 billion dollars, indicating corporate adoption keeps climbing, source: @MilkRoadDaily on X, Sep 11, 2025. The post contrasts rising corporate BTC adoption with altcoin season hype and cautions retail not to overlook BTC, source: @MilkRoadDaily on X, Sep 11, 2025. The source adds that if large institutions continue stacking BTC, retail investors should take note as a trading cue, source: @MilkRoadDaily on X, Sep 11, 2025.

According to Lookonchain, wallet 0xb2c7 received 14,000 MKR valued at approximately USD 24.25M from FalconX about six hours before the post, source: Lookonchain on X twitter.com/lookonchain/status/1963795849512931839; Arkham Intelligence intel.arkm.com/explorer/address/0xb2c70FB9e2297Eff3A98c4Bdf1a81A3D005B843b. According to Lookonchain, wallet 0xc230 accumulated 8,753 MKR valued at approximately USD 15.37M from FalconX over the past two months, source: Lookonchain on X twitter.com/lookonchain/status/1963795849512931839; Arkham Intelligence intel.arkm.com/explorer/address/0xc230f0d9337cbB1BDD2B25288fF60c053F74D649. According to Lookonchain, the combined inflows total 22,753 MKR or roughly USD 39.62M, and the author characterizes these flows as institutional accumulation routed via FalconX, source: Lookonchain on X twitter.com/lookonchain/status/1963795849512931839.

According to @OnchainLens, whales and institutions accumulated a total of 82,709 ETH worth about $356.46M across multiple large transfers on Sep 5, 2025, source: Onchain Lens. Bitmine received 48,225 ETH valued at $207.54M from BitGo, source: Arkham Intelligence entity Bitmine and Onchain Lens. Newly created wallet 0xAF8 withdrew 12,692 ETH worth $54.84M from OKX, source: Arkham Intelligence address 0xAF8 and Onchain Lens. Newly created wallet 0xC77 received 18,404 ETH worth $79.45M from FalconX, source: Arkham Intelligence address 0xC77 and Onchain Lens. Another newly created wallet received 3,388 ETH worth $14.63M from FalconX and now holds 18,388 ETH ($79.14M) in total, source: Arkham Intelligence address 0x07BcD and Onchain Lens. These flows consolidate ETH into new wallets and Bitmine, which @OnchainLens characterizes as accumulation and a shift of supply away from centralized venues, source: Onchain Lens.