Private firms, public companies, and institutional players are accumulating Bitcoin at a pace far outstripping new supply, according to fresh data from Bitcoin financial services firm River.
River’s analysis shows that in 2025, businesses — including listed Bitcoin treasury firms and private enterprises — have been buying roughly 1,755 BTC per day, on average. On top of that, exchange-traded funds (ETFs) and other investment products absorbed around 1,430 BTC daily, while governments added a smaller share of about 39 BTC per day.
By comparison, Bitcoin miners are currently generating only 450 new BTC each day, highlighting a widening supply gap that analysts believe could fuel a sharp supply shock if exchange balances keep declining and institutions continue locking up coins.
Market commentators argue that such a mismatch between supply and demand could serve as a major bullish driver for Bitcoin’s long-term price trajectory.
Corporate treasuries driving historic demand
River’s report also revealed that corporate treasuries alone added 159,107 BTC in Q2 2025, pushing the total holdings of businesses to approximately 1.3 million BTC.
At the center of this surge is Michael Saylor’s Strategy, the single largest corporate Bitcoin holder worldwide, which now controls 632,457 BTC, according to BitcoinTreasuries data.
Adam Livingston, author of The Bitcoin Age and The Great Harvest, has previously suggested that Strategy’s relentless accumulation acts like a “synthetic halving,” effectively tightening Bitcoin’s supply ahead of schedule.
Despite its reputation for aggressive buying, Strategy insists its activity doesn’t move short-term markets. Corporate treasury officer Shirish Jajodia explained that the company conducts its acquisitions through over-the-counter (OTC) trades, which avoid direct impact on spot markets.
“Bitcoin sees over $50 billion in daily trading volume,” Jajodia said. “So even if you’re buying $1 billion across a few days, it doesn’t really push the market in the way people might think.”
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