Bitcoin Supply Shock Incoming? ETFs and Public Companies Now Own 9%

According to the data:

Spot Bitcoin ETFs hold 5.5% of the supply. Public companies such as MicroStrategy account for another 3.5%.

This trend, tracked since the launch of U.S. spot BTC ETFs in 2024, reflects a structural shift in ownership. While Grayscale and early institutional players dominated between 2020 and 2023, the sharp rise post-ETF approval suggests a surge in traditional capital entering the space.

“The launch of spot ETFs did the heavy lifting,” the chart notes, “but MicroStrategy and other public companies did some serious buying as well.”

As institutional appetite continues to grow, Ecoinometrics suggests that tracking the behavior of ETF flows and public company treasuries offers valuable insights into long-term market sentiment and supply dynamics.

In short, institutional adoption is no longer a future prediction—it’s already here and accelerating.

The post Bitcoin Supply Shock Incoming? ETFs and Public Companies Now Own 9% appeared first on Coindoo.