- Companies purchased a total of 245,510 BTC in the first half of 2025.
- One analyst noticed that 650,000 BTC has flowed out from crypto exchanges in 8 months.
- Several crypto analysts expect a major supply shock ahead for Bitcoin.
Companies purchased a total of 245,510 BTC in the first half of 2025. To highlight, this records for about twice the amount absorbed by ETFs in the same period, and an increase of 375% over the same period in 2024. Among them, the strategy purchase volume was 135,600, and the proportion dropped to 55%, a significant drop from 72% in the same period last year.
Companies Purchased a Total of 245,510 BTC
Corporations have been actively accumulating the pioneer cryptocurrency, Bitcoin (BTC) , in this bull cycle. In detail, corporates are piling into BTC as boardrooms shift toward using it as a treasury reserve, not just a speculative play. Regulatory perks and accounting advantages sweeten the deal, while a wider base of public companies is replacing last year’s single-strategy dominance.
The fact that more institutions are accumulating BTC means more than just the asset’s popularity. In particular, more players mean the ‘strategic’ share of purchases drops—this isn’t just Strategy gobbling up coins anymore, but a broader adoption wave. ETF flows are lagging as hype cools, hedge funds rotate out, and corporates use leverage to accelerate BTC stacking—big moves, but with risk if markets turn.
This significant shift highlights growing boardroom confidence in Bitcoin’s role as a strategic asset. Unlike ETFs, which reflect retail and institutional investor demand, corporate treasury purchases are driven by direct decisions from company leadership, suggesting a long-term shift in reserve management strategy. Notably, Strategy—a prominent corporate Bitcoin holder—accounted for 55% of this year’s purchases, down from 72% in H1 2024.
The drop in its relative share indicates that Bitcoin interest is broadening across the corporate sector, rather than being concentrated among a few firms. Companies are reportedly turning to Bitcoin for its perceived advantages as a hedge against inflation, a tool for cross-border liquidity, and a symbol of alignment with the digital economy. Analysts expect that with Bitcoin flowing out so rapidly, a supply shock is imminent.
Huge Bitcoin Supply Shock Ahead
As we can see from the post above, this analyst and crypto enthusiast highlights how 650,000 Bitcoin have left crypto exchanges over the past 8 months, marking a ridiculously high outflow supply for BTC from crypto exchanges. He says that the arrival of a huge BTC supply shock is accelerating , and in response, the price of BTC will pump to unprecedented levels.
