Bitcoin’s Rally May Restart Treasury Buying as Tight Liquidity Looms

Corporate Bitcoin treasury buying appears to have cooled in Q3, with several companies slowing purchases after the 2025 funding boom faded. Analysts speaking to Cointelegraph say that a stronger rally later in 2026—and into 2027—could restart the trend, but with a much higher bar for which companies attract capital. In the meantime, demand may still be supported by other channels, particularly spot Bitcoin ETF flows. However, those inflows can turn quickly, suggesting investors shouldn’t treat any single demand source as permanent.

Source: Crypto Breaking News