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Businesses, ETFs Absorbing Bitcoin 4x Faster Than New Supply

Institutional Bitcoin Buying in 2025 Far Outpaces New Supply, Raising Supply Shortage Concerns

  • Private businesses and public companies are acquiring Bitcoin at a pace nearly four times faster than new coins come into existence.
  • On average in 2025, businesses bought 1,755 BTC daily, and investment funds added another 1,430 BTC each day, according to River.
  • Bitcoin miners currently produce only about 450 new BTC every day, raising concerns about possible supply shortages.
  • Institutions now hold around 1.3 million BTC, with Strategy leading corporate purchases at 632,457 BTC in reserves, based on BitcoinTreasuries data.
  • Despite large buying, Strategy says it uses off-exchange trades to avoid major price impacts in the short term.

Businesses and investment funds are purchasing Bitcoin at much higher rates than miners are able to create new coins, data from River shows. In 2025, private companies, public firms, and funds together have acquired thousands of BTC each day, outpacing daily Bitcoin production.

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Throughout 2025, private and public companies bought an average of 1,755 BTC per day, while funds and exchange-traded products added an additional 1,430 BTC daily. Meanwhile, governments purchased about 39 BTC each day. Miners, who verify Bitcoin transactions and create new coins, only produced about 450 new BTC per day during this period.

This buying activity could lead to a shortage in supply as exchange reserves hit multi-year lows, according to CryptoQuant. Some industry analysts have said such a supply gap could boost Bitcoin’s price, though no firm predictions were made in the report.

Research from River found that Bitcoin treasury companies brought in 159,107 BTC in the second quarter of 2025. The largest holder among them is Strategy, which has built a reserve of 632,457 BTC. According to Adam Livingston, author of “The Bitcoin Age and The Great Harvest,” Strategy is rapidly accumulating coins at a pace that is “synthetically” halving available supply.

Despite the volume, Strategy says its impact on daily Bitcoin prices is minimal because it uses over-the-counter (OTC) transactions outside of exchanges. “Bitcoin’s trading volume is over $50 billion in any 24 hours — that’s huge volume. So, if you are buying $1 billion over a couple of days, it’s not actually moving the market that much,” said corporate treasury officer Shirish Jajodia. OTC trades happen off the main trading platforms, so they usually do not move spot prices directly.

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Recent data shows institutional demand for Bitcoin remains strong. As more organizations continue to hold onto their assets, liquid supply levels have dropped, creating discussions about the future impact on the market.

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