Institutions Now Absorb More Bitcoin Than the Network Can Produce

As of May 1, public companies alone have accumulated nearly 158,000 BTC—roughly 96% of the total Bitcoin expected to be mined throughout 2025.

When factoring in purchases from ETFs and private firms, the total climbs to just under 193,000 BTC acquired in the first four months of the year—about 17% more than the projected annual issuance. This mounting demand has significantly tightened the available supply in the market.

Leading the charge is Strategy, which has added over 107,000 BTC so far this year, accounting for more than 65% of all Bitcoin mined in 2025. While Strategy remains the most aggressive buyer, other publicly traded firms, mining companies, and treasury allocators are steadily joining the trend.

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This year’s accumulation follows a blistering pace set in 2024, when corporations and institutions snapped up nearly four times more Bitcoin than was mined. Public companies were responsible for over 330,000 BTC, ETF issuers bought more than 500,000, and private firms slightly reduced exposure.

Though ETF inflows have slowed compared to last year’s initial surge—adding only about 35,000 BTC so far in 2025—their impact remains substantial. The majority of new Bitcoin continues to be absorbed by long-term holders, limiting market liquidity and reinforcing the narrative of Bitcoin as a corporate and institutional reserve asset.

The result is a supply dynamic increasingly defined by reduced float and multi-year holding strategies, which could shape Bitcoin’s market behavior well beyond the current cycle.

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