Bitcoin Treasuries Investors and ETF Diverge over Buying the Dip

Important points

• Bitcoin corporate treasuries have added 630 BTC at the start of this week. This continues a trend that has been in place for a whole month.

• This is in contrast to the ongoing selling of Bitcoin ETFs which made nearly $300 Million on Monday.

• There are many people who do not share the same view. “buying the dip” At current levels.

BitcoinBTCThe crypto markets were jittery, but corporate treasuries still added more than 600 BTC to their balances on Monday.

Quantitative digital assets fund data Capriole Investments This confirms the fact that BTC is being ignored by corporate buyers.

Bitcoin Treasurys buck ETF trend

The Bitcoin currency is a good investment. “buy” for some market participants — even as many, including institutional investors, rush for the exit.

Capriole data indicates that Monday corporate Bitcoin treasuries accumulated around 630 BTC.

The new record reflects the divergence between sentiments of large investors and those in treasuries.

On the same day, US Bitcoin ETFs (Exchange-traded Funds) experienced a net outflow of $323.5 million. BlackRock’s iShares Bitcoin Trust IBIT, BlackRock’s largest ETF lost $292 million on its one-day trading. largest daily outflows of 2025.

Capriole exposes corporate interest in treasury stayed strong throughout JulyOn the other hand, on July 21st alone, over 26,700 BTC (over $3 billion) was purchased.

Charles Edwards commented on Capriole’s data and noted that, on those rare occasions when large amounts of money are withdrawn from treasuries, BTC local price bottoms will be near.

“Every time Bitcoin treasury companies daily sales have exceeded 1500 over the last cycle, it’s been at the local price lows, i.e. a buy signal,” He told Tuesday, X follows.

Last time such a large outflow was recorded, it occurred on March 31st when Treasury sold more than 1,700 BTC (194 millions). BTC/USD reached a low of $74,500 about a week later.

ETF analyst dismisses market “dooming”

The following are some of the ways to get in touch with us. Cointelegraph reportedTrading firm QCP Capital said that the results of Monday’s ETF would determine short-term mood on the market.

Related: Is BTC repeating path to $75K? 5 things to know in Bitcoin this week

“If inflows resume and vol metrics begin to compress, it would provide stronger evidence that current conditions may support a buy-the-dip narrative,” It concluded with a message sent to Telegram subscribers.

Bloomberg ETF Analyst Eric Balchunas believes that current conditions may represent a great opportunity.

“Lot of dooming going on, but don’t be surprised if traders buy the dip,” He wrote X next to a bar chart showing the returns on dip buying. 

“Why? Because it works- and has had for literally DECADES.”

Don’t be shocked if the traders are buying dips. Why? It works and it has for DECADES. Check out the average return per week after a decline. It’s not as big a boom as in the 1990s and 2021, but it is still good. pic.twitter.com/IRrLrh2rWy

— Eric Balchunas (@EricBalchunas) August 4, 2025

The article is not intended to provide investment advice. Risk is inherent in every investment decision and trade. The reader should always do research prior to making a final decision.