Bitcoin companies are accumulating BTC and staking ETH at record levels despite AI-driven capital rotation away from risk assets. American Bitcoin increased its treasury by 137% to 5,843 BTC, while entities like Bitmine have staked over 2.3 million ETH, signaling strong long-term conviction as the broader market questions crypto’s utility narrative.
The recent AI-driven market momentum has pulled liquidity away from risk assets like cryptocurrency, putting the sector’s utility narrative under scrutiny. Despite this rotation, Bitcoin companies are demonstrating significant long-term conviction through treasury accumulation.
American Bitcoin increased its BTC holdings by 137%, adding 416 BTC for a total of 5,843, making it the 18th largest treasury among Bitcoin firms. This accumulation coincided with Bitcoin’s 23.29% drop in Q4 2025, its worst quarterly performance of the year. Since its NASDAQ debut, ABTC has delivered a BTC yield of 116%.
Bitcoin has struggled recently, with a mid-January rally to $97,000 slipping back to around $88,000. This leaves January’s return at just 1.5%, the weakest start to a year in two years, with investors remaining cautious.
American Bitcoin now sits on roughly $100 million in unrealized losses from its September purchases made around $105,000. Despite this pressure, accumulation by Bitcoin firms and record Ethereum staking are setting a precedent for absorbing macro uncertainty.
On-chain data flagged that Bitmine staked another 113,280 ETH, bringing its total staked to 2,332,051 ETH, representing 55% of its holdings. Total Ethereum staking has reached an all-time high of 36 million ETH, or 30.6% of the total supply.
These moves reinforce market resilience amid the AI-driven capital rotation. They also reinforce confidence in the broader “crypto capital” vision, as firms like American Bitcoin, which has backing from the Trump family, continue building their digital asset treasuries.
