Over the past six months, corporate cryptocurrency treasuries have exhibited a strong buying trend, significant enough to alter market supply dynamics. Institutional digital asset treasuries (DATs) made net purchases of approximately 260,000 Bitcoin during this period.
At current prices, this amount is approximately $25 billion. On a monthly basis, it can be seen that companies add an average of 43,000 BTC.
During the same period, the total amount of Bitcoin mined remained limited to approximately 82,000 BTC. This reveals that institutional purchases were more than three times the new supply entering the market through mining.
According to experts, this shows that Bitcoin is increasingly being adopted as a long-term store of value in corporate balance sheets.
Data reveals that the total amount of Bitcoin held in the treasuries of both public and private companies has reached approximately 1.2 million BTC. The clear leader in this area is Strategy, co-founded by Michael Saylor. With 687,410 BTC, Strategy holds approximately 60% of institutional Bitcoin holdings. This amount has a current market value of approximately $65.5 billion.
Second on the list of institutional investors is the mining company MARA Holdings. With a reserve of 53,250 BTC, MARA has a Bitcoin portfolio worth approximately $5 billion. Analysts note that such strong institutional demand for an asset with limited supply could put upward pressure on prices in the medium to long term.
*This is not investment advice.
