Institutional investors now control over 10% of Bitcoin’s supply, signaling massive accumulation driven by ETFs and rising demand.
Institutional investors now hold over 2.3 million BTC, worth around $135 billion, according to HODL15Capital. That’s more than 10% of Bitcoin’s total supply, and includes major U.S. spot ETFs like BlackRock’s IBIT, Grayscale’s GBTC, Fidelity’s FBTC, and corporate treasuries like MicroStrategy.
In January 2025, institutions held 1.8 million BTC. A year ago, it was just 1.4 million BTC. That’s a 64% increase year-over-year, and 27% in six months, driven by spot ETF approvals, rising demand, and increased institutional confidence.
Demand Now 10x Bitcoin’s Daily Supply
Only 900 BTC are mined daily since the 2024 halving. Yet, spot ETFs alone buy over 9,000 BTC daily—creating a 10:1 demand-to-supply ratio. With institutions holding tight, Bitcoin’s liquid supply is shrinking fast, setting up a potential supply shock if retail demand returns.
MicroStrategy leads corporate buying, adding 14,620 BTC in one month, now holding over 226,000 BTC. CEO Michael Saylor calls Bitcoin the “ultimate store of value.”
VALR CEO Farzam Ehsani emphasized that self-custody remains key for financial sovereignty, while regulated ETFs offer easier access, blending traditional finance with crypto.
The Bigger Picture
The institutional wave began after the SEC approved spot Bitcoin ETFs in January 2025. Since then, consistent inflows and limited supply have created one of the most bullish macro setups for Bitcoin in recent history.
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