What happened?
Corporations have significantly increased their Bitcoin holdings in 2025, outpacing other buyers like ETFs and retail investors. This year alone, companies have added 157,000 BTC to their balance sheets, valued at approximately $16 billion. Notably, Michael Saylor’s company, formerly known as MicroStrategy, is the biggest contributor, making up 77% of this growth.
Who does this affect?
This shift impacts several groups, including corporations, investors, and Bitcoin miners. Companies across diverse sectors such as finance, consulting, and healthcare are actively purchasing Bitcoin, illustrating widespread interest beyond traditional tech firms. Investors and miners may face challenges due to increased corporate demand driving a supply squeeze, with only 450 BTC being mined daily post-halving.
Why does this matter?
The surge in corporate Bitcoin buying is causing a supply shock that could impact market prices. With fewer coins circulating and companies holding large reserves, this corporate demand might push Bitcoin prices higher, possibly reaching $120,000. The increasing scarcity combined with institutional interest could lead to significant price volatility and influence investment strategies.