Bitcoin News Today: Crypto Treasury Buying Outpaces BTC Supply 3-to-1, Signaling Structural Demand Shift

Corporate demand for Bitcoin is increasing at a rapid speed that far exceeds new supply, reinforcing that institutional balance sheets are becoming a major driver of the market. Over the past six months, corporate digital asset treasuries have accumulated Bitcoin at nearly three times the rate of mining issuance.

Corporate Bitcoin Holdings Surge

According to Glassnode's data, the total amount of Bitcoin owned by public and private companies’ treasuries has risen from 854,000 BTC to roughly 1.11 million BTC in the last 6 months. 

This marks a net addition of approximately 260,000 BTC, translating into nearly 43,000 BTC each month.

At the current market price, this is roughly worth $25 billion, which highlights the growth in the amount of Bitcoin being actually held by corporate balance sheets. 

Glassnode sees this as an indicator of the lasting institutional trust instead of a short-term speculative game.

Supply Growth Lags Demand

The pace of corporate accumulation stands in sharp contrast to Bitcoin’s issuance rate. Currently, the miners' daily BTC production is around 450 BTC, which means that about 82,000 BTC have been mined over the six months.

The corporate treasuries have accumulated almost three times the amount, indicating a tightening supply-demand situation.

If the imbalance continues, it might affect price discovery, especially in times when the selling pressure from the long-term holders is less.

Strategy Dominates Corporate Holdings

Strategy, led by Michael Saylor, controls the majority of corporate-held Bitcoin. The company currently holds 687,410 BTC, representing about 60% of all Bitcoin held by corporate treasuries. These holdings are valued at roughly $65.5 billion.

After a brief pause, Strategy resumed aggressive buying earlier this month, acquiring 13,627 BTC between January 5 and January 11, marking its largest purchase since July.

The second-largest corporate holder is MARA Holdings, which holds 53,250 BTC, worth approximately $5 billion.

Also Read: BTC Gains Strategic Relevance Beyond Price During Venezuela Shock

ETF Demand Adds Another Layer

Beyond corporate treasuries, spot Bitcoin exchange-traded funds are emerging as an additional demand channel. 

Bitwise CIO Matt Hougan recently noted that ETFs have been absorbing more than 100% of newly mined Bitcoin since their launch, a trend that could create supply stress if sustained.

US spot Bitcoin ETFs recorded nearly $22 billion in net inflows during 2025, with BlackRock iShares Bitcoin Trust capturing the largest share. 

The start of 2026 has been more mixed, with inflows and outflows roughly offsetting, leaving net inflows just above $500 million so far.