Tether is expected to buy nearly 10,000 BTC by the end of 2025 – a reserve strategy

Accumulate long-term profits

Tether quietly added nearly 10,000 Bitcoin to its balance sheet in the fourth quarter, reinforcing its long-term strategy of accumulating BTC as a core reserve asset. This move further solidifies Tether's position not only as the world's largest stablecoin issuer, but also as one of the most influential Bitcoin holders in the market.

• November 7, 2025: Withdrawn 961 BTC ( ~$97 million ) from Bitfinex to a reserve address.

• January 1, 2026: Transfer 8,888,888,888 BTC ( ~$778 million ) to complete the allocation for the quarter.

Strategic reserve assets

Tether's continued accumulation of Bitcoin reflects a deliberate shift in how the company manages its excess capital. With circulating USDT levels remaining high and returns driven by Treasury bond yields , Tether has surplus cash flow that can be reinvested in long-term assets.

Bitcoin is well-suited to this role. It offers long-term scarcity, global liquidity, censorship resistance, and diversification away from national sovereignty risks.

By continuously adding BTC rather than opportunistically, Tether is implementing a dollar-cost averaging strategy on Bitcoin, positioning itself to achieve long-term returns while maintaining liquidity in other reserves.

Strengthening long-term confidence

Tether's decision comes amid growing polarization among institutions surrounding Bitcoin. While some asset managers are reducing risk during periods of volatility, others—including corporations and cryptocurrency firms—are increasing their investments.

For Tether, Bitcoin aligns philosophically and strategically with their business operations. USDT operates globally, often in regions with limited stable financial infrastructure. Holding Bitcoin serves as an additional reserve for this global operation.

However, market risks remain.

Critics often point out the volatility risks associated with stablecoin issuers holding Bitcoin. However, Tether has repeatedly emphasized that BTC represents only a fraction of its reserves, with the majority held in highly liquid and secure assets.

Importantly, the Bitcoin holdings are funded by surplus capital, not to meet USDT conversion requirements. This distinction is crucial: holding BTC increases the potential for price appreciation without compromising the stability of the fixed exchange rate.

From a signaling perspective, this move demonstrates confidence—not only in Bitcoin, but also in Tether's own financial strength and liquidity management capabilities.

Disclaimer: The information presented in this article is the author's personal opinion in the field of cryptocurrency. This is not financial or investment advice. All investment decisions should be based on careful consideration of your personal portfolio and risk tolerance. The views expressed in this article do not represent the official stance of the platform. We recommend that readers conduct their own research and consult with experts before making any investment decisions.

Compiled and analyzed by HCCVenture

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