Companies Are Buying Bitcoin At Triple the Rate of New Coin Supply

TLDR

• Companies acquired 260,000 BTC in six months, adding $25 billion in value.
• Miners produced only 82,000 BTC during the same period.
• Strategy now holds 687,410 BTC after its latest 13,627 BTC purchase.
• Spot Bitcoin ETFs attracted over $20 billion in 2025 investor inflows.

Corporate appetite for Bitcoin is reshaping the market as companies now buy the digital asset at a rate three times higher than new supply. Over the past six months, firms added 260,000 BTC to their treasuries, while miners produced only 82,000 BTC. With billions flowing into spot Bitcoin ETFs and top firms like Strategy leading the charge, the available supply continues to tighten, signaling a major shift in Bitcoin ownership.

Corporate Demand Surpasses Bitcoin Supply

Corporate buying of Bitcoin has surged in the past six months, overtaking the rate of new coin production. Based on on-chain data, companies acquired around 260,000 BTC from mid-2025 to early 2026. This equates to roughly 43,000 BTC per month.

Meanwhile, miners added only about 82,000 BTC over the same timeframe. The imbalance suggests that firms are absorbing more Bitcoin than is being created, contributing to a tighter market. These purchases added close to $25 billion in Bitcoin to corporate balance sheets.

Strategy Leads in Corporate Holdings

One firm continues to dominate the corporate Bitcoin landscape. Strategy, a publicly traded company, now holds 687,410 BTC. The company disclosed that it bought 13,627 BTC between January 5 and January 11, 2026. This was its largest purchase since July 2025.

The size of Strategy’s holding gives it a major role in the corporate Bitcoin market. Other firms are also building positions, though none rival Strategy’s total. MARA Holdings currently holds 53,250 BTC. The company mines Bitcoin and keeps a share of what it creates, showing that some mining firms are now acting more like long-term holders.

ETF Inflows Support Bitcoin Demand

Exchange-traded funds are another strong source of Bitcoin demand. Spot Bitcoin ETFs in the U.S. attracted more than $20 billion in flows during 2025. These funds purchase Bitcoin directly, contributing to lower available supply.

Analysts say that if ETF demand continues at this pace, fewer coins will remain available for trading. That dynamic, combined with corporate buying, could keep pressure on supply if both groups continue to hold rather than sell. ETFs are designed to hold assets securely for investors, which reduces circulation in open markets.

Market Reactions and Current Trading Levels

Bitcoin is currently trading near $92,000. The $90,000 level is viewed as a psychological support point by market participants. Price action remains steady, with trading volumes flat ahead of U.S. inflation data expected later this week.

Macro trends are also supporting the price, as investors watch central bank policy and global developments. With many holders now long-term focused, short-term price shifts may depend more on ETF flows and whether institutional buyers continue to accumulate.

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