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A dramatic supply crunch is reshaping the Bitcoin market as institutional investors ramp up purchases, accumulatemillions of coins, and dry up available liquidity.
With daily corporate acquisitions that far outweigh mining production, experts warn of a threatening imbalance that could redefine the role of bitcoin from unstable assets to strategic reserves. The new forecasts foresee billions of dollars of institutional inflows, while the long -term owners and governments show the intention of sales.
As centralized stock exchanges dry and the regulation is visible, bitcoin could be on the verge of structural transformation – one that could permanently limit access to the world’s leading cryptocurrency.
2000 bitcoin per day?
Bitcoin management company strategy is buying over 2000 bitcoins per day, while miners only produce 450 units a day. The real difference is much greater that more and more institutions are joining the Bitcoin race. How it affects the future of Bitcoin, we are yet to see, but the new report provides a mark.
Guillaume Girard and Will Owens from UTXO predict that by the end of 2025, institutions will invest $ 130 billion in Bitcoin. In 2026. This amount will increase to $ 300 billion. According to Girard and Owens, the total amount of bitcoin bought by the institutions will reach 4.2 million, which is 20% of the total bid of bitcoin (if we do not consider millions of lost bitcoin).
According to the Bitcoin Treasuries website, since May 2025. In corporate, state and various other vaults, there were 3.35 million bitcoins. Now only 800,000 bitcoins are held in corporate balances.
How is bitcoin sales from circulation?
According to Strategy President Michael Saylor, the company will not sell any of its bitcoins. Assuming that strategy and other entities copying his manual will not sell bitcoins, we should admit that Bitcoin’s offer is reduced at higher speed.
As the Government, together with private and public companies, continue to buy bitcoins without the intention of selling, more and more coins will disappear from circulation at increasing speed.
The Cryptoquant CEO, Ki Young Ju, claims that the annual rate of the Bitcoin -2.23% deflation is thanks to Strategy’s activities. In the first third of 2025, the corporations bought 196,000 BTC, while only about 60,044 BTC was excavated. The amount acquired by the long-term holding company has already exceeded the total amount of bitcoin, which is foreseen to be excavated 2025 (164,250 BTC).
As the new Bitcoin Treasuries bonds continue to appear (Nakamoto and 21 Capital are the latest well -known launch), Bitcoin will increasingly lose the liquid offer. The market situation can change dramatically.
According to the UTXO forecast, 2026 could bring less volatility, increased transparency of reserves and changing the role of bitcoin from seized property to strategic spare assets. The platforms of decentralized finances based on Btcfi will reportedly become larger. The new age could bring a drastic lower circulation of bitcoin.
Much depends on regulation. At least two US laws can seriously influence the Bitcoin Sector: Law on Bitcoin Reserves, which suggests that the US should buy Bitcoin, and the Geniya Law, which aims to regulate stable coins, facilitating institutions to enter the crypto market.
Furthermore, if they are adopted, various laws that establish bitcoin reserves at the state level could also encourage the purchase of BTC.
Supply shock and possible implications
Bitcoin is running out of the central stock market. In April 2025. His supply on the stock market was the lowest since November 2018. In 2025. The stock markets lost 21% of BTC stored on their states.
Merchants move their bitcoins to wallets and do not seem to want to sell them. Since May 2025, almost two -thirds Bitcoin address are motionless, at least since the beginning of the year.
Although many expect that institutional investors who buy millions of bitcoins will stimulate the price of BTC, not everyone believes in it.
Investor and merchant Willy Woo does not think that the inflow of institutional customers could stimulate the price of BTC.
He explains that institutional investors buying large amounts of bitcoin compensate for risks with parallel short sales.
Great demand, a reduction in offer
Matt Hougan, CIO Bitwise, predicts that Bitcoin’s price could reach $ 200,000 in 2025.
He says that the gap between the growing demand and the reduction of the offer will also eliminate the four -year cycles with their multiple increases and falls of 90%.
All in all, Bitcoin’s shock is already there. Increased customer pressure under the drop-down conditions can make the BTC price more stable or put on a way for new peaks.
The sale of BTC at a preferred price will be easier; The purchase will become harder. Bitcoin could lose its vulnerability to macroeconomic factors and strengthen its reputation of safe haven and strategic property.
Source: https://crypto.news/bitcoin
