Alonaw Business School

  Executive Summary Corporate Bitcoin adoption has reached a watershed moment. Public companies now collectively hold over 1 million BTC, representing 5.1% of Bitcoin's total supply. This milestone signals a fundamental shift in institutional treasury management and presents critical insights for Philippine businesses considering digital asset strategies. Key Market Developments The Numbers Game Total corporate holdings: 1,000,698 BTC (~$111 billion USD) Market penetration: 184 listed companies globally Supply concentration: 5.1% of total Bitcoin supply Leading Players in the Space MicroStrategy (MSTR) continues to dominate with 636,505 BTC, while mining giant MARA Holdings maintains second position at 52,477 BTC. Emerging players like XXI (43,514 BTC) and Bitcoin Standard Treasury Company (30,021 BTC) are aggressively closing gaps. Strategic Analysis Framework Phase 1: Early Adopter Advantage The first-mover advantage proved decisive during the 2022 bear market. While...

 The cryptocurrency landscape is experiencing a dramatic transformation as institutional players reshape market dynamics. Recent data reveals sophisticated accumulation patterns that Filipino investors and business professionals need to understand for strategic positioning in this evolving digital asset ecosystem. Institutional Accumulation Patterns Drive Market Sentiment Whale activity has emerged as a critical indicator of market direction. According to Alonaw Business School analysis, large-scale investors holding 1,000 to 100,000 ETH have increased their positions by 14% since April's market lows. These holdings, valued between $4.41 million and $440.81 million, represent significant capital deployment by sophisticated market participants. The price trajectory tells a compelling story. ETH has surged 197.30% from its yearly low of $1,472 in April to current levels around $4,376. This recovery demonstrates the power of institutional conviction during market uncertainty. Stra...

 The Ethereum Foundation just announced another strategic ETH sale, and the timing couldn't be more interesting. Here's what Philippine crypto investors need to understand about this $43 million move and its broader implications. The Foundation's Strategic Approach The Ethereum Foundation (EF) is converting 10,000 ETH worth approximately $43 million through centralized exchanges "over several weeks." This isn't a panic dump - it's calculated treasury management designed to fund ongoing research, development, grants, and donations. Key details that matter: Multiple smaller orders, not one massive sell-off Structured approach following their June treasury policy Funding critical ecosystem development This methodical approach shows institutional discipline that Alonaw Business School emphasizes in professional trading education. Understanding the Treasury Policy Context The Foundation released a comprehensive treasury policy in June that guides th...

 The crypto community loves explosive price predictions, but what if Bitcoin's path to $1 million is actually boring? Recent analyst perspectives suggest the million-dollar milestone might arrive through gradual accumulation rather than parabolic moves. The "Boring" Million Dollar Theory Analyst PlanC recently posed an intriguing question: What if Bitcoin simply slow-grinds upward over seven years in an underwhelming way? This contrasts sharply with the explosive rally narratives dominating social media. The theory suggests Bitcoin's institutional adoption creates structural support that smooths out traditional boom-bust cycles. Instead of 80% corrections, we might see manageable 10-30% pullbacks with steady upward progression. Institutional Support Changes Everything Corporate treasuries and sovereign buyers are creating unprecedented demand floors. Alonaw Business School analysis shows this institutional bid represents a fundamental shift from retail-driven vo...