According to latest reports and stats, public companies and institutional funds now hold over 10% of the total Bitcoin supply. The new numbers, shared by Charles Edwards, CEO of Capriole Investments, on July 24 via X show institutional Bitcoin demand has never been higher.
- Institutional Demand is a New Market Force
- Why Institutional Bitcoin Demand Matters for Prices
- How Long Until BTC Reaches $120K and Beyond?
- Conclusion
- FAQs
- What is the current institutional Bitcoin demand?
- How much Bitcoin does Strategy hold?
- Why does institutional buying outpacing mining matter?
- Can this hold Bitcoin above $118K?
- Glossary
18 months ago, institutions held around 4% of the supply. ETFs are estimated to hold around 1.62 million BTC, and publicly listed companies hold 918,000 BTC. This is big because institutional buying is now exceeding new coin issuance by a factor of 10.
Edwards pointed out that institutional accumulation is outpacing Bitcoin mining supply growth by a lot. When institutional demand exceeds mining, supply has coincided with big price rallies.
Institutional Demand is a New Market Force
The rise of institutional Bitcoin demand is centered around several high profile treasury strategies. Strategy (formerly MicroStrategy) leading the way, just bought 4,980 more BTC, bringing their total to over 607,000 BTC as of mid-2025. Other public companies like GameStop, Trump Media & Technology Group and Tesla are following suit and accumulating Bitcoin as a strategic asset.
Meanwhile spot Bitcoin ETFs, especially in the US, have grown to over 1 million BTC, more than the holdings of the pseudonymous founder Satoshi Nakamoto. As institutional savings and remaining BTC from miners shrink, these funds are becoming a dominant force.
And to add more nuance, Reuters reports that while institutional involvement is rising, traditional long-term investors like pension funds still only control less than 5% of ETF holdings. Most is still retail controlled, with hedge funds and wealth managers making up 10-15%.
Why Institutional Bitcoin Demand Matters for Prices
The impact of institutional Bitcoin demand goes beyond the headlines. When big buyers buy repeatedly, the market sees a supply squeeze until miners release more BTC. Previous patterns including those tracked by Edwards, show these Bitcoin supply-demand imbalances often precede big price moves.
Additionally, correlations between institutional trading on platforms like Coinbase and price moves are showing up. Edwards says when institutional orders are 10-50% of daily volume, BTC goes vertical.
With institutional buying up and mining supply fixed, demand is now consuming BTC at 10x the rate, this is the clearest bullish signal in years.
How Long Until BTC Reaches $120K and Beyond?
Edwards and others see the institutional demand trend as setting up Bitcoin for another big move back into the $118,000 to $123,000 range and beyond. Institutions are absorbing newly minted Bitcoin supply so fast that there’s less and less for price discovery in open markets.
Strategy’s recent big acquisition was financed with equity, so firms will keep expanding exposure as long as regulatory clarity and market confidence holds. Trump Media’s $2 billion Bitcoin accumulation is also proof that corporate treasuries are confident.
Conclusion
Based on latest reasearch, with entities now holding over 10% of total Bitcoin supply and buying at 10x the rate of miners; market is entering a phase of structural scarcity. Previous patterns and on-chain correlations show this imbalance often leads to rapid price moves.
As public companies, ETFs and institutional programs keep adding to their holdings, the next big move looks more and more likely. The combination of rising demand and capped supply makes the case for bullishness strong.
Read more about Bitcoin Price Analysis.
Summary
Institutional Bitcoin demand is surging, public companies and ETFs now hold over 10% of all Bitcoin supply and buying at 10x the rate of miners. Supply from mining is being outpaced by institutional buying, historically associated with big price moves. Strategy, Trump Media and multiple public companies are driving demand,
FAQs
What is the current institutional Bitcoin demand?
Public companies and ETF-backed institutions now hold over 10% of the total Bitcoin supply.
How much Bitcoin does Strategy hold?
Strategy holds over 607,000 BTC, the largest corporate Bitcoin holder.
Why does institutional buying outpacing mining matter?
When institutional demand exceeds new coin issuance, supply in public markets tightens.
Can this hold Bitcoin above $118K?
Based on historical correlations and current demand intensity, institutional accumulation suggests yes.
Glossary
Institutional Bitcoin Demand – total BTC acquired and held by public companies, ETFs and institutional investment vehicles.
Bitcoin Supply Growth Rate – percentage increase in total Bitcoin supply based on new coins mined.
Corporate Bitcoin Treasury – strategy where public companies hold a portion of their treasury reserves in BTC.
Bitcoin ETF (Exchange-Traded Fund) – regulated financial product that holds Bitcoin directly and trades on public exchanges.
Bitcoin Treasuries – aggregated public data on institutional Bitcoin holdings across companies and funds.
Sources
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