Despite persistent volatility throughout the year, capital largely remained in the market. This behavior suggests a more cautious but durable investment approach, shifting expectations away from sharp rallies toward a scenario of gradual and sustained participation.

More Than Half of 2025 Inflows Came From DATs

Analysts estimate that around $68 billion of total digital asset inflows in 2025 originated from Digital Asset Treasuries (DATs). Of this amount, approximately $23 billion was attributed to Strategy, closely mirroring the company’s $22 billion Bitcoin purchase in 2024.

The more notable shift, however, occurred outside Strategy. Other corporate treasuries collectively acquired about $45 billion in digital assets during 2025, a sharp increase compared with $8 billion the previous year. The data highlights a broader expansion in the number of balance-sheet-driven participants entering the market.

Buying Slowed, But No Clear Exit Signal

Most DAT-related purchases were concentrated in the early part of the year. Since October, crypto acquisitions through this channel — including those by major players such as Strategy and BitMine — have slowed considerably.

Analysts do not view this slowdown as a clear risk-off move. In recent commentary, they noted signs that risk aversion in crypto markets has eased, with ETF flows and other indicators beginning to stabilize.

The prevailing view at JPMorgan is that capital brought forward in 2025 has not exited the market. Instead, new allocations appear to be more selective and spread over time, suggesting a transition into a more measured phase rather than a reversal.

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Bitcoin Options Expired, Eyes on Trump’s Tariffs 

Trump’s customs tariff pause will end on July 9, causing concern among crypto investors. On Friday, approximately 139,392 Bitcoin options worth around $17 billion expired. According to Deribit data, the put-call ratio was measured at 0.74. This ratio indicates that the market remains bullish. The max pain point was at $102,000. 

Despite these developments, Bitcoin held steady at the $107,500 level. However, altcoins such as Ethereum (ETH), Solana (SOL), XRP, and Dogecoin (DOGE) lost between 2% and 5% in value. Investors believe the resistance at the $110,000 level is particularly strong. Data from Greek.Live showed mixed momentum signals in the market. Investors preferred to stay in profit or breakeven positions, increasing uncertainty in the market. 

How Will New Trade Agreements Affect Crypto? 

U.S. President Donald Trump and U.S. Trade Secretary Lutnick officially signed the U.S.-China trade agreement. This development temporarily eased global trade tensions. The new deal includes the relaxation of tariffs in certain sectors. If the Trump administration does not extend the 90-day customs tariff exemption, tariffs of up to 50% will be applied to the European Union. Additionally, country-specific “reciprocal tariffs” will come into effect. A general global tariff of 10% is also planned. 

This situation will continue to impact the crypto market, as investors may shift to less risky assets in response. However, some experts argue that such macroeconomic pressures could strengthen crypto in the mid-term. Arthur Hayes stated that developments like the SLR exemption and the GENIUS Stablecoin Act will have a positive long-term effect on digital assets. According to Hayes, Bitcoin may approach an all-time high. 

In addition, institutional interest in Bitcoin is growing through ETFs. This week, BlackRock’s IBIT product saw inflows exceeding $1.7 billion, indicating strong institutional support. 

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