Debifi

Bitcoin Treasury Weekly Report - July 6 – 11, 2025

S
Sergejs Ponomarjovs
5 min read

Period Covered: July 6 – 11, 2025
Brought to you by Debifi — the non-custodial Bitcoin-backed lending platform delivering institutional-grade liquidity.

Market Overview

market-overview.png

  • Bitcoin Price (July 11, 2025): ~$118,800 – $118,900 (new all-time high)
  • Weekly Price Range: Broke through $112k mid-week, culminating near $118.9k by July 11
  • YTD Gain (~26%): BTC has appreciated ~26% in 2025, matching its performance against gold
  • Catalysts This Week:
    • Short squeeze wiped out over $1B in short positions mid-week
    • Approximately $1.18B inflows into Bitcoin ETFs triggered bullish sentiment
    • Weak U.S. dollar and renewed macro risk-on narrative supported upward momentum

BTC in Treasuries (as of July 11)

Image 12-07-2025 at 01.46.jpeg

Top 21 Institutional Bitcoin Holders

top-21.png BTC Holdings 11 July 2025

  • CleanSpark, Inc. added +3,053 BTC
  • Metaplanet Inc. reduced holdings by –742 BTC
  • Semler Scientific added +187 BTC
  • Cango Inc. added +191 BTC

Governmental Developments

🇵🇰 Pakistan — July 9: The State Bank of Pakistan announced nearing completion of its virtual asset regulation framework and pilot launch of a CBDC, while continuing to explore yield strategies (like DeFi) for its national Bitcoin holdings.

  • No new U.S. federal or state-level BTC reserve developments in this week.

Key Observations

  • Price Breakout:
    BTC surged past $118k on July 11, driven by ETF inflows, short covering, and macro momentum.

  • Institutional Moves:
    CleanSpark’s +3,053 BTC boost shows sustained corporate confidence; Metaplanet’s –742 BTC sale is the only drawdown among tracked holders.

  • Emerging CBDC + DeFi Strategy:
    Pakistan's advancing CBDC pilot and exploration of Bitcoin yield strategies suggest a novel blend of digital asset policy.

  • Risk Environment:
    Rising BTC complements equity and gold markets amid dollar weakness; however, tariff risks (e.g., U.S. levies announced July 11) may introduce fresh volatility.

📈 For charts, full entry data, and real-time updates, visit bitcointreasuries.net

This report is brought to you by Debifi, Bitcoin-backed lending. Non-custodial. Institutional-grade.

This report reflects verified data from July 6 – 11, 2025. If you enjoy our reconstructions, we welcome your feedback to ensure the highest accuracy standards are maintained.

S
Sergejs Ponomarjovs