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 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 institutional floodgates are about to burst open. With 92 cryptocurrency exchange-traded products awaiting SEC approval, we're witnessing the biggest institutional crypto adoption wave in history. The Numbers That Matter Bloomberg Intelligence reveals staggering pipeline activity. From 72 pending applications in April to 92 today - that's 20 new filings in just four months. This acceleration tells us institutional appetite isn't cooling; it's heating up. Solana leads with 8 ETF applications, XRP follows with 7. The market clearly sees these altcoins as the next institutional darlings after Bitcoin and Ethereum proved their staying power. BlackRock's Dominance Story Here's where things get interesting for Philippine investors. BlackRock's IBIT fund now holds over 3% of Bitcoin's total supply - $58.28 billion in inflows since inception. Their Ethereum fund (ETHA) pulled in $13.12 billion and might soon overtake Coinbase as the largest ETH holder....

 The crypto landscape just experienced a seismic shift as BlackRock's flagship Bitcoin ETF recorded its largest capital exodus in over two months. This development sends ripples across global markets, particularly affecting emerging economies like the Philippines where digital asset adoption continues surging. Market Dynamics Breakdown BlackRock's iShares Bitcoin Trust (IBIT) hemorrhaged $292.5 million on Monday - a stark reversal from its impressive 37-day inflow streak. The institutional giant's Bitcoin holdings faced unprecedented selling pressure as BTC retreated from its July peak, bottoming at $112,300 before recovering to $115,000. This whale-sized outflow represents more than just numbers on a screen. It signals shifting institutional sentiment and risk appetite among major players who've been accumulating Bitcoin aggressively throughout 2024. The Bigger Picture for Philippine Markets Despite this temporary setback, the fundamentals remain bullish for crypt...