According to River data, businesses and funds are pouring Bitcoin at a rate that is far greater than new supplies from miners. If these flows are held, the available coins in the market could quickly shrink and push liquidity forward into the hands of several large buyers.
Institutions outweigh miners
According to the report, publicly available Bitcoin finance companies and private companies purchased an average of around 1,755 BTC per day in 2025. Exchange trade funds and other investment instruments added about 1,430 BTC per day.
Potential supply shocks are approaching
Miners’ output is fairly stable, but market dynamics change when demand beats supply by multiples. Analysts now point out the possibility of a more severe market situation if exchange reserves continue to decline while the institution continues to hold.
Some market watchers say such imbalances can trigger bullish prices. Others warn that thin liquidity of exchanges can ease prices if the flow is reversed.
Companies are absorbing Bitcoin at four times the mined rate. pic.twitter.com/41n8kn6sen
– River (@river) August 27, 2025
Who is buying it, how much?
According to the report, the Bitcoin Finance Company acquired 159,100 BTC in the second quarter of 2025 alone. Currently, the company has a total of over 1 million BTC.
Michael Saylor’s strategy stands out. Based on published figures, the strategy holds 632,457 BTC in corporate reserves, making it one of the largest single holders in the market.
“Synthetic” hoarding supply
Adam Livingston, author of “The Bitcoin Age and the Great Harvest,” said the strategy is “synthesizing” Bitcoin on its own through rapid accumulation.
The strategy is synthetically halving Bitcoin and setting the cost of capital for the next 100 years.
Most people think that the supply curve of Bitcoin is sacred.
Repaired. Unchanging. Untouchable.
They’re wrong.
The strategy is to manually rewrite the Bitcoin rarity schedule now…
– Adam Livingstone (@adambliv) April 27, 2025
This claim is based on the idea that when large companies draw coins from the circulation and store them in the long term, they reduce what is available to traders and investors.
How to buy is important
Shirish Jajodia, Corporate Treasurer for Strategy, opposed the idea that their purchases would drive short-term prices.
Jajodia said the company is spreading purchases in store away from the exchange order books to avoid sudden price shifts.
Demand mining supply, demand that causes shock fear of supply
Companies and funds buy over 3,000 BTC every day, while miners create just 450. The business currently holds 1 million btc and controls 632,457 on strategy alone.
River data suggests that this rapid accumulation can cause supply throttle, even when OTC purchases reduce the impact on immediate prices.
As exchange reserves become thinner, the risk of sharper price fluctuations remains on the horizon.
Unsplash featured images, TradingView charts
