Bitcoin News Update: Institutional Investors Surpass Miners, Intensifying Supply and Demand Pressures

Publicly traded firms and large investors are ramping up their

acquisitions at a rate that surpasses the digital asset’s daily creation, sparking concerns about possible market imbalances. Recent figures reveal that these organizations are collectively purchasing about 1,755 Bitcoin (BTC) every day—almost quadruple the roughly 900 mined daily. This heightened demand, fueled by strategic treasury moves and ETF inflows, has led to speculation about a potential supply crunch and its effects on Bitcoin’s price movement.

This pattern highlights a significant shift in how institutions are engaging with crypto. Publicly listed companies now possess close to 4% of all Bitcoin in circulation, overtaking the 3.6% held by Bitcoin-centric ETFs, as more corporate treasuries turn to BTC as both an inflation hedge and a portfolio diversifier, according to

. and Fidelity Investments have recently injected $90.6 million into their spot Bitcoin ETFs, with BlackRock’s IBIT and Fidelity’s FBTC leading the way in new investments, as reported by . This follows months of aggressive accumulation by companies such as MicroStrategy and , which have integrated Bitcoin into their financial reserves to benefit from its perceived long-term potential.

Ethereum, on the other hand, is experiencing a different trend. While

treasury holders now command 4% of the total ETH supply—outpacing corporate Bitcoin holdings—this accumulation is largely concentrated among a handful of major entities. For example, SharpLink and Bitmine Immersion Technologies have significantly increased their Ethereum holdings in 2025, in contrast to the more dispersed corporate adoption seen with Bitcoin, according to . Still, Ethereum’s institutional traction is limited by its ongoing struggle to break past the $4,000 mark, despite its expanding real-world applications in DeFi and international payments, as noted by .

The swift uptake of Bitcoin by corporations has created a gap between available supply and rising demand. With mining production constrained by energy expenses and regulatory hurdles, some analysts caution that continued institutional accumulation could further tighten supply and push Bitcoin prices higher. "We’re seeing a fundamental change as companies begin to treat Bitcoin as a core asset," said Noah Roy of Ryze Labs, adding that this demand could exceed Bitcoin’s scheduled issuance rate.

However, skeptics urge caution. Blockchain analytics provider Artemis points out that while corporate treasuries have withdrawn $800 billion from alternative coins, Bitcoin’s dominance is also shaped by broader economic forces, such as risk aversion and global tensions. Moreover, ETFs still account for 6.8% of the total Bitcoin supply—a larger share than corporate holdings—though their expansion has slowed compared to direct corporate buying.

The broader market impact remains unclear. Some analysts believe the current wave of buying could result in a “supply shock” if mining output fails to keep pace with institutional appetite, potentially driving Bitcoin toward $200,000 by the end of the year, as forecast by Standard Chartered’s Geoff Kendrick. Others, however, reference the October 2025 crash as a warning, stressing that regulatory developments and macroeconomic stability will ultimately shape Bitcoin’s future.

As both corporations and ETFs continue to transform the crypto market, competition for Bitcoin’s finite supply is heating up. With major players like BGIN Blockchain Limited set to introduce next-generation Bitcoin mining equipment in early 2026, according to

, the upcoming chapter in this supply-demand contest could determine whether Bitcoin enters a new phase of institution-driven growth or faces challenges from market saturation and regulatory resistance.

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