{"id":25947,"date":"2025-08-08T15:43:45","date_gmt":"2025-08-08T12:43:45","guid":{"rendered":"https:\/\/forklog.com\/en\/institutional-demand-for-bitcoin-surpasses-supply-threefold\/"},"modified":"2025-08-08T15:43:45","modified_gmt":"2025-08-08T12:43:45","slug":"institutional-demand-for-bitcoin-surpasses-supply-threefold","status":"publish","type":"post","link":"https:\/\/u1f987.com\/en\/institutional-demand-for-bitcoin-surpasses-supply-threefold\/","title":{"rendered":"Institutional Demand for Bitcoin Surpasses Supply Threefold"},"content":{"rendered":"<p>Since the beginning of the year, corporate treasuries and funds have acquired 371,111 BTC, a figure 3.75 times greater than the volume mined by miners over the same period. This was highlighted by Andr\u00e9 Dragosch from Bitwise.<\/p>\n<blockquote class=\"twitter-tweet\">\n<p lang=\"en\" dir=\"ltr\">\ud83d\udcccUPDATE: In 2025, Bitcoin Treasury Companies have already bought 371,111 <a href=\"https:\/\/twitter.com\/search?q=%24BTC&#038;src=ctag&#038;ref_src=twsrc%5Etfw\">$BTC<\/a> which is equivalent to <\/p>\n<p>*checks notes*<\/p>\n<p>3.75 x times the new supply of bitcoins. <a href=\"https:\/\/t.co\/eAoUXh2VYk\">pic.twitter.com\/eAoUXh2VYk<\/a><\/p>\n<p>\u2014 Andr\u00e9 Dragosch, PhD\u26a1 (@Andre_Dragosch) <a href=\"https:\/\/twitter.com\/Andre_Dragosch\/status\/1953748304740626629?ref_src=twsrc%5Etfw\">August 8, 2025<\/a><\/p><\/blockquote>\n<p> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cThere won&#8217;t be enough bitcoins for everyone if institutions continue to accumulate cryptocurrency at this rate,\u201d he also <a href=\"https:\/\/x.com\/Andre_Dragosch\/status\/1953474853211705352\">noted<\/a>.\u00a0<\/p>\n<\/blockquote>\n<p>Public companies continue to increase their \u201cdigital reserves,\u201d following the strategy of Michael Saylor. Major ETFs have accumulated a significant portion of the circulating supply.\u00a0<\/p>\n<p>According to SoSoValue, exchange-traded funds manage bitcoins worth nearly $151 billion \u2014 6.47% of the total issuance of digital gold.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/u1f987.com\/wp-content\/uploads\/AD_4nXc4-6U22M7n_nTXTlGR6ut04qQUuSH7bQQ5SH2VSaZ0jS3TYK7BkNJnytkmoQfZafK3p4vGa41FFI8-623NLQXhVKwKC7o403YV2AtenPgkO7qj1dNO5SUpkPpabZ-2oF29UnLCWQ.webp\" alt=\"Institutional Demand for Bitcoin Surpasses Supply Threefold\" class=\"wp-image-263553\"\/><figcaption class=\"wp-element-caption\">Monthly chart of BTC-ETF inflows and outflows. Source: <a href=\"https:\/\/sosovalue.com\/assets\/etf\/Total_Crypto_Spot_ETF_Fund_Flow?page=usBTC\">SoSoValue<\/a>.\u00a0<\/figcaption><\/figure>\n<p>According to BitcoinTreasuries, 197 public and private companies have already added the first cryptocurrency to their reserves. The combined holdings exceed 1254 BTC, valued at over $146 billion, accounting for about 16% of the total supply of the first cryptocurrency.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/u1f987.com\/wp-content\/uploads\/AD_4nXds6rx_bAL7kM3Sc-Tb-4AG6_lSDtUctS3WFnVbfrmdewefvWN1G7WrdRuIR-teMzRiJieueIOPNmgjKCUUngWc8b4jDKDeS8E_51YhJ6txFWwEzahnutY-q0WNiFAeUX6oZWcN.webp\" alt=\"Institutional Demand for Bitcoin Surpasses Supply Threefold\" class=\"wp-image-263552\"\/><figcaption class=\"wp-element-caption\">Source: <a href=\"https:\/\/bitcointreasuries.net\/\">Bitcointreasuries.net<\/a>.\u00a0<\/figcaption><\/figure>\n<p>Analysts at Glassnode noted that retail investors have also shifted to accumulation. According to their data, wallets with balances up to 100 BTC are purchasing about 17,000 BTC monthly, exceeding the current issuance of 13,850 BTC.\u00a0<\/p>\n<h2 class=\"wp-block-heading\">\u201cSupply Shock\u201d Approaches\u00a0<\/h2>\n<p>The situation is exacerbated by the rapid decline in liquidity on <span data-descr=\"over-the-counter market\" class=\"old_tooltip\">OTC<\/span> platforms, where large players traditionally conduct transactions. Only 155,000 BTC remain on these platforms \u2014 a record low, noted a trader under the pseudonym Bedlam Capital Pres.<\/p>\n<blockquote class=\"twitter-tweet\">\n<p lang=\"en\" dir=\"ltr\"><a href=\"https:\/\/twitter.com\/search?q=%24MSTR&#038;src=ctag&#038;ref_src=twsrc%5Etfw\">$MSTR<\/a> buys most of its BTC from OTC trade desks.<\/p>\n<p>MSTR bought 182,391 BTC YTD.<\/p>\n<p>OTC trade desks&#8217; collective balances are down to around 155,000 BTC.<\/p>\n<p>As the OTC desks run low, the demand on the public exchanges will increase, and that is what will uncork BTC&#8217;s price. <a href=\"https:\/\/t.co\/MYkOMcCp3u\">pic.twitter.com\/MYkOMcCp3u<\/a><\/p>\n<p>\u2014 Bedlam Capital Pres (@BedlamPres) <a href=\"https:\/\/twitter.com\/BedlamPres\/status\/1952892406422225148?ref_src=twsrc%5Etfw\">August 6, 2025<\/a><\/p><\/blockquote>\n<p> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cAs OTC platform reserves deplete, demand on exchanges will rise, and this is what will trigger a sharp increase in bitcoin&#8217;s price,\u201d wrote the expert.\u00a0<\/p>\n<\/blockquote>\n<p>Reserves on trading platforms have also reached minimal levels. According to Glassnode, exchanges hold 2.919 million BTC.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/u1f987.com\/wp-content\/uploads\/AD_4nXfnDCbRfmg0NPBmG4r-JV-mTPh5mkzJ8r2pSIrbcTfHHqH8lCt3m7s82uHlzv_rc_bpf9lO0vLuWj8pPt-aaK9qUXJTfjFIokJIBkHAN53DmkVKMX09P9BGvMclwoWwrD-C1XtKwg.webp\" alt=\"Institutional Demand for Bitcoin Surpasses Supply Threefold\" class=\"wp-image-263551\"\/><figcaption class=\"wp-element-caption\">Source: <a href=\"https:\/\/studio.glassnode.com\/charts\/distribution.BalanceExchanges?a=BTC&#038;zoom=all\">Glassnode<\/a>.\u00a0<\/figcaption><\/figure>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cInvestors have shifted from euphoria to caution, with oversold conditions and seller exhaustion indicating a potential rebound. Yet vulnerability is growing \u2014 the market could still suffer from external shocks or if demand does not recover in time,\u201d <a href=\"https:\/\/insights.glassnode.com\/btc-market-pulse-week-31-2\/\">emphasized<\/a> analysts.\u00a0<\/p>\n<\/blockquote>\n<p>At the time of writing, bitcoin is trading at $116,740.\u00a0<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/u1f987.com\/wp-content\/uploads\/AD_4nXd6hIu4vUebISmTyy3kCGFi6Zds7y39riQ4mEkY8WLvc20oBpN3nbXfn08n3-osZ_KLguGy2CxbJqvvm4zT7C4ABuqVHxFsYeLEo7mOsag6dipYw3PB8VhFwdkL0J40WDbKaLLl6A.webp\" alt=\"Institutional Demand for Bitcoin Surpasses Supply Threefold\" class=\"wp-image-263550\"\/><figcaption class=\"wp-element-caption\">Hourly chart of BTC\/USDT on Binance. Source: <a href=\"https:\/\/ru.tradingview.com\/chart\/?symbol=BINANCE%3ABTCUSDT\">TradingView<\/a>.\u00a0<\/figcaption><\/figure>\n<p>Analysts at CryptoQuant <a href=\"https:\/\/u1f987.com\/en\/news\/cryptoquant-bitcoin-enters-bullish-pause-phase\">stated<\/a> that bitcoin has entered a phase of \u201cbullish pause.\u201d Previously, they also <a href=\"https:\/\/u1f987.com\/en\/news\/cryptoquant-highlights-structural-shift-in-bitcoin-capital-distribution\">pointed out<\/a> a fundamental shift in capital distribution in the market.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Since the beginning of the year, corporate treasuries and funds have acquired 371,111 BTC, a figure 3.75 times greater than the volume mined by miners over the same period. This was highlighted by Andr\u00e9 Dragosch from Bitwise. \ud83d\udcccUPDATE: In 2025, Bitcoin Treasury Companies have already bought 371,111 $BTC which is equivalent to *checks notes* 3.75 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":25946,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"select":"","news_style_id":"","cryptorium_level":"","_short_excerpt_text":"","creation_source":"","_metatest_mainpost_news_update":false,"footnotes":""},"categories":[3],"tags":[18,569,1156],"class_list":["post-25947","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-and-analysis","tag-bitcoin","tag-etf","tag-institutional-investors-and-whales"],"aioseo_notices":[],"amp_enabled":true,"views":"84","promo_type":"","layout_type":"","short_excerpt":"","is_update":"","_links":{"self":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts\/25947","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/comments?post=25947"}],"version-history":[{"count":0,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts\/25947\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/media\/25946"}],"wp:attachment":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/media?parent=25947"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/categories?post=25947"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/tags?post=25947"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}