According to River’s data, the company and funds adhere to Bitcoin at a speed that far surpasses new supply from miners. If this trend is maintained, the available coins of the market can be reduced rapidly, which can be pushed into the hands of some large buyers with liquidity.
The organs surpass miners
According to the report, the publicly traded Bitcoin financial company and private companies have purchased an average of 1,755 BTC in 2025. Exchange trading funds and other investment vehicles have added about 1,430 BTC a day.
Potential supply shock
The production of miners has been quite steady, but market epidemiology changes when demand overcomes supply. Analysts point out that the market situation is more stringent if the exchange reserves continue to fall while the institution continues to maintain.
Some market watchers say such imbalances can be an optimistic trigger of price. Others warn that the price can change when the flow is reversed due to the thin fluidity of the exchange.
Companies are absorbing Bitcoin in four times the mined proportion. pic.twitter.com/41n8kn6sen
-Gang (@river) August 27, 2025
Who buys
According to the report, Bitcoin Finance acquired 159,100 BTC in the second quarter of 2025. Companies currently have a total of more than a million BTC.
The strategy led by Michael Saylor stands out. Based on the publicly available figures, the strategy is 632,457 BTC in the corporate protection area, which is one of the largest single holders in the market.
Supply ‘synthetic’
Adam Livingston, the author of “Bitcoin Age and the Great Harvest,” said the strategy is half -accumulated and “synthetic” Bitcoin in half with one hand.
The strategy will synthesize bitcoin in half and will set capital costs for the next 100 years.
Most people think that the bitcoin supply curve is sacred.
determined. immutability. Can’t touch.
They were frame.
The strategy is to manually rewrite the shortcomings of Bitcoin.
-Adam LivingSton (@adambliv) April 27, 2025
This claim depends on the idea that a large company does not distribute coins and reduces what can be used by traders and investors if storage in the long run. This is a similar supply effect in the results for half of the protocol event if it is not a mechanism.
The purchase method is important
Shirish Jajodia, the company’s financial officer of the strategy, opposed the idea that purchases move short -term prices.
Jajodia said the company has spread the purchase that can be purchased in the exchange order to avoid sudden price shift.
Supply supply of 4x mining, increase the fear of supply shock
The company and funds buy more than 3,000 BTCs every day, while the miners create only 450 people. Companies currently have more than a million BTC and controls 632,457 with strategy alone.
According to River’s data, this fast accumulation can cause supply pressure even if OTC purchases are immediately reduced.
If the exchange holds thinner, the risk of price fluctuations still remains on the horizon.
Chart of TradingView, the main image of Unsplash
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