In 2025, the Bitcoin market is undergoing a significant shift: major corporations and institutional investors are accumulating BTC at an unprecedented pace — three times faster than the rate of new supply. This is not just a trend — it is a transformation of the crypto landscape that could define the future of digital assets for decades to come.
Corporate purchases exceed BTC supply threefold
According to analysts, the volume of corporate Bitcoin purchases now exceeds the new supply entering circulation through mining by more than three times. These figures only account for officially registered acquisitions by public companies — not including private corporations or funds operating outside the scope of regulators.
This means that more BTC is being removed from the market every day than is being created, forming a shortage that inevitably pushes the asset’s price higher. The current dynamics point to the beginning of a new phase for Bitcoin — as a global institutional-grade asset.
Forecast: by 2026, corporations will hold 20% of all BTC
According to a Bitwise forecast, by the end of 2026, institutional investors — including corporations and government entities — will control around 4.2 million BTC, which equals approximately 20% of the total Bitcoin supply.
The reasons behind this trend are clear: institutions are looking for protection against inflation, strategic reserves, and new sources of capital growth. Against this backdrop, Bitcoin is increasingly seen as a reliable long-term asset — especially due to its fixed supply of just 21 million coins.
Capital inflow: $120 billion in 2025 and $300 billion in 2026
Bitwise projects that institutional capital inflows into Bitcoin will reach approximately $120 billion in 2025, and grow to $300 billion in 2026. At current prices, this would equate to the purchase of more than 4.2 million BTC.
These are colossal figures that will continue to reduce the amount of Bitcoin in free circulation and increase the concentration of coins in the hands of large players. Investors are increasingly viewing BTC as the digital gold of a new era, where they can “park” capital for years to come.
ETFs and new SEC leadership open new horizons
“The launch of ETFs is just the first step. It opens the door to a much wider range of crypto investment products,” analysts at Bitwise note. A new administration in the U.S. and crypto-friendly leadership at the SEC are creating conditions for true innovation in financial markets.
In 2025, the market expects the arrival of new investment tools based on cryptocurrencies, which will further boost institutional interest. Analysts also predict a doubling in the number of companies holding BTC compared to the current level.
BTC on balance sheets: 10 million coins under corporate control
Experts believe that by 2045, half of all BTC will be held by companies. The outline of this future is already visible: over 10 million coins could end up on corporate balance sheets.
Bitcoin is no longer just an “alternative” — it is rapidly taking a central role in the capital management strategies of the world’s largest corporations. Its fixed supply, high liquidity, and reputation as a reliable asset make BTC an ideal choice for strategic investment.
Given the ongoing institutional demand, we can expect a new phase of growth not only in Bitcoin’s price, but also in its role within the global financial system. In the age of digital assets, BTC is becoming what gold once was — a symbol of stability and trust.
