Bitcoin Mining Can’t Keep Up: Companies Buying At Quadruple Pace – Report

According to data from River, companies and funds are gobbling up bitcoin at a rate that far outstrips new supply from ￰0￱ these flows hold, the market’s available coins could shrink quickly, pushing liquidity into the hands of a few big ￰1￱ Outpace Miners Reports have disclosed that publicly traded bitcoin treasury firms and private businesses bought about 1,755 BTC per day on average in 2025. Exchange-traded funds and other investment vehicles added roughly 1,430 BTC per day. A Potential Supply Shock Looms Miners’ output has been fairly steady, but when demand beats supply by multiples, market dynamics ￰2￱ are now pointing to the possibility of tighter market conditions if exchange reserves keep dropping while institutions continue to ￰3￱ market watchers say that such an imbalance could become a bullish trigger for ￰4￱ warn that thin liquidity on exchanges can make prices volatile when flows ￰5￱ are absorbing bitcoin at 4x the rate it is ￰6￱ — River (@River) August 27, 2025 Who Is Buying And How Much Reports show that bitcoin treasury companies acquired 159,100 BTC in Q2 2025 ￰7￱ now hold over 1 million BTC in ￰8￱ , led by Michael Saylor, stands ￰9￱ on publicly available figures, Strategy holds 632,457 BTC in its corporate reserve, making it one of the largest single holders in the market. ‘Synthetically’ Hoarding Supply Adam Livingston, author of “The Bitcoin Age and The Great Harvest,” said that Strategy is single-handedly “synthetically” halving bitcoin through its rapid ￰10￱ is synthetically halving Bitcoin and will set the cost of capital for the next 100 ￰11￱ people think the Bitcoin supply curve is sacred.

Fixed. Immutable. Untouchable. They’re ￰12￱ is manually rewriting Bitcoin’s scarcity schedule right now with… — Adam Livingston (@AdamBLiv) April 27, 2025 The claim rests on the idea that when a big company pulls coins out of circulation and stores them long term, it reduces what’s available to traders and investors — a supply effect similar in result, if not in mechanism, to protocol halving ￰13￱ Purchases Are Done Matters Strategy’s corporate treasury officer, Shirish Jajodia, has pushed back against the idea that their buying moves short-term ￰14￱ said the firm spreads purchases over-the-counter, away from exchange order books, to avoid sudden price ￰15￱ Quadruples Mining Supply, Raising Supply Shock Fears Companies and funds are buying over 3,000 BTC daily while miners create only ￰16￱ now hold over 1 million BTC , with Strategy alone controlling 632,457.

River’s data suggests this rapid accumulation could spark a supply squeeze, even if OTC purchases reduce immediate price ￰17￱ exchange reserves thinning, the risk of sharper price swings remains on the ￰18￱ image from Unsplash, chart from TradingView