Businesses Absorb Bitcoin at Four Times the Rate of Miner Production in 2025

Private companies and public businesses are accumulating Bitcoin at a pace that far exceeds the rate of new supply from miners, raising speculation about a looming supply shock in the cryptocurrency market. Data from River shows that these entities are purchasing nearly four times more BTC daily than what miners are able to generate.

According to River, publicly traded Bitcoin treasury firms, along with conventional private businesses, have acquired an average of 1,755 BTC per day in 2025. This is in addition to an average of 1,430 BTC per day absorbed by exchange-traded funds (ETFs) and other investment products, while governments have added about 39 BTC daily

Together, this level of institutional absorption significantly overshadows the 450 BTC produced by miners each day.

Institutions Outpacing Supply

Analysts believe such a mismatch between demand and supply could set the stage for a substantial price surge, should current trends continue. Bitcoin treasury companies alone acquired 159,107 BTC in the second quarter of 2025, bringing total business-held reserves to around 1.3 million BTC

Leading this wave of accumulation is Michael Saylor’s company Strategy, which holds 632,457 BTC in its corporate treasury — the largest known BTC position globally.

Adam Livingston, author of The Bitcoin Age and The Great Harvest, noted that Strategy’s massive and consistent buying is “synthetically halving Bitcoin,” referring to the reduced available supply effect usually seen only after programmed halving events.

Strategy’s Approach to Buying Bitcoin

Despite the scale of its acquisitions, Strategy insists that its purchases are not driving short-term market movements. The company’s corporate treasury officer, Shirish Jajodia, explained that its BTC buying strategy is carefully structured to minimize any impact on spot markets.

“Bitcoin’s trading volume is over $50 billion in any 24 hours — that’s huge volume. So, if you are buying $1 billion over a couple of days, it’s not actually moving the market that much,” Jajodia said. He added that most of Strategy’s purchases are made through over-the-counter (OTC) desks, keeping transactions away from public exchanges.

Market observers remain divided on whether such sustained accumulation by businesses and institutions will immediately trigger price appreciation. However, with supply tightening and major players signaling long-term commitment, many view the possibility of a future BTC supply shock as increasingly likely.

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