Bitcoin treasury companies accumulated $1.2 billion in BTC last week. New all-time high of over $125,000 reached on Saturday. Japanese investment firm Metaplanet led with 5,258 Bitcoin purchase. Spot Bitcoin ETFs saw net inflow of $3.24 billion, matching record week in November 2024. Vincent Liu from Kronos Research credits ETF inflows for price increase.

Institutions buying more Bitcoin than miners can supply. Miners generate 900 Bitcoin daily, while businesses acquired 1,755 Bitcoin daily in 2025. ETFs bought 1,430 Bitcoin daily on average this year. Binance’s Matt Poblocki sees market consolidation around Bitcoin for long-term stability. Altcoin season predicted with new crypto ETF approvals.

Crypto analyst Will Clemente III points to ETF inflows as catalyst for Bitcoin surge. Bloomberg Intelligence analyst Eric Balchunas notes +$3.3 billion in ETF inflows last week. Bitcoin’s all-time high driven by ETF activity. Bitcoin ETF inflows expected to drive more increases by year-end. Bloomberg’s Liu expects institutional adoption, shrinking supply, and macro tailwinds to shape Q4 outlook.

Michael Saylor predicts Bitcoin momentum to increase with growing corporate and institutional interest. ETFs hold 1.5 million Bitcoin worth $188 billion. Corporate Bitcoin treasuries exceed 1.4 million coins valued at over $166 billion. Bitcoin’s future gains to depend on institutional adoption and regulatory clarity.

Read more at Cointelegraph: Bitcoin hits all-time high as ETFs drive price despite treasury buys