Corporate Demand for Bitcoin Surges Beyond Supply, Says Bitwise
According to Odaily Planet Daily, citing data from asset manager Bitwise, corporate Bitcoin acquisitions in 2025 have already exceeded three times the newly mined BTC supply.
As of this report, listed companies have added 205,507 BTC to their balance sheets this year, while only 64,556 BTC have been newly mined over the same period. These figures exclude private company purchases, suggesting the actual gap could be even larger.
Key Metrics: 2025 Corporate Bitcoin Accumulation
Metric | Value |
|---|---|
Total Corporate BTC Purchases | 205,507 BTC |
Total New Bitcoin Mined (2025 YTD) | 64,556 BTC |
Purchase-to-Supply Ratio | 3.18x |
Data Source | Bitwise (via Odaily) |
Implications: Institutional Demand Far Outpacing Supply
The trend marks a major shift in supply-demand dynamics, where public company accumulation alone is absorbing more than triple the available new BTC issuance.
“This pace of accumulation reflects a structural evolution in Bitcoin’s role within corporate treasuries and long-term investment portfolios,” Bitwise analysts noted.
The surge also follows:
The April 2024 Bitcoin halving, which cut new issuance rates
Increased accessibility through spot Bitcoin ETFs
Broader macro narratives around de-dollarization and digital hard assets
Market Impact and Outlook
Supply scarcity is expected to intensify if corporate demand remains elevated
Bitcoin’s narrative as a strategic treasury asset is strengthening, particularly among firms seeking alternatives to fiat reserves
The actual demand could be significantly higher, as Bitwise’s data includes only publicly disclosed acquisitions
