Bitcoin Updates: Analysts Praise Bitcoin Approach, Yet Copying Becomes Increasingly Hazardous

Bitget-RWA2025/10/25 10:32

By:Bitget-RWA

- Strategy's Michael Saylor plans to buy more Bitcoin as prices rebound, but capital constraints limit growth without shareholder dilution. - Mixed market signals show $477M ETF inflows vs. a $19B crypto crash, with experts forecasting $200K Bitcoin by 2025 despite ETF stagnation. - Swiss bank Sygnum introduces transparent Bitcoin lending via multisign custody, aiming to boost institutional participation in crypto collateral. - Regulatory risks rise as BOE investigates AI-linked data-center lending, while

Analysts Maintain That Strategy's

Bitcoin

Approach Remains Effective—But Opportunities to Imitate Are Diminishing

Michael Saylor's

Strategy

, which holds the largest corporate stash of Bitcoin at 640,250 BTC (worth $71 billion), is hinting at the possibility of another substantial Bitcoin acquisition, even as it faces obstacles in securing new capital. Saylor recently posted a chart showing previous purchases and alluded to the

next buy

after Bitcoin climbed past $111,000. The company's market-to-Net-Asset-Value (mNAV) ratio has dropped to 1.3x, making it harder to expand its Bitcoin reserves without impacting shareholder value. The most recent acquisition, in early October, saw 220 BTC added at an average price of $123,561, primarily financed through preferred stock, according to the report.

Market signals remain mixed. On October 22, Bitcoin ETFs saw

ETF net inflows

totaling $477 million, with BlackRock's IBIT accounting for $210.9 million.

Ethereum

ETFs received

Ethereum ETF inflows

of $141 million, led by Fidelity's FETH and BlackRock's ETHA. These inflows contrast with the recent $19 billion crypto market downturn in October, which Standard Chartered’s Geoff Kendrick believes could help propel Bitcoin to $200,000 by 2025, even as ETF inflows remain sluggish, according to a

crypto crash analysis

Institutional developments are also transforming the Bitcoin sector. Swiss-based Sygnum Bank has introduced a

multisign custody model

for a Bitcoin lending solution, enabling borrowers to maintain control over their collateral via distributed key management. This system, planned for a 2026 rollout, is designed to meet the rising demand for transparent collateral frameworks and could broaden institutional involvement in Bitcoin-backed lending.

Yet, regulatory oversight is intensifying. The Bank of England is examining data-center lending linked to AI, cautioning that a collapse in AI valuations could threaten financial stability. With projections of $6.7 trillion to be invested in AI infrastructure by 2030, the BOE's

data-center lending probe

underscores possible ripple effects for crypto markets. At the same time, UK banks have already enacted restrictions on crypto payments, further complicating institutional access to digital assets.

In spite of these challenges, specialists contend that Strategy's approach is still sound. Its methodical accumulation of Bitcoin during price recoveries is consistent with historical trends. However, the company’s limited mNAV buffer and the growing dominance of ETFs—which now see BlackRock alone holding 803,287 BTC—indicate that the chance to mirror Strategy's achievements is rapidly closing.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Bitcoin Updates: Analysts Praise Bitcoin Approach, Yet Copying Becomes Increasingly Hazardous

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