Bitcoin News Today: Institutional Bitcoin holdings exceed 10% as demand surges 10x beyond mining

Institutions now hold over 10% of Bitcoin’s total supply, a figure that has surged from 4% in the past 18 months, driven by aggressive accumulation through exchange-traded funds (ETFs), public companies, and investment trusts. Charles Edwards, CEO of Capriole Investments, highlighted this trend in a July 24 analysis, citing data from Bitcoin Treasuries showing ETFs control approximately 1.62 million BTC, while publicly listed companies hold around 918,000 BTC. At current prices of $118,838 per Bitcoin, institutional holdings exceed $250 billion in value [1].

Edwards emphasized that institutional demand has outpaced Bitcoin’s natural issuance by a factor of 10 in some cases, with daily purchases absorbing 10 times the number of newly mined coins. This dynamic, he noted, has historically correlated with sharp price increases. “Every time institutional buying exceeds the Supply Growth Rate, price went VERTICAL,” Edwards stated, referencing a visual comparison of institutional demand (blue) and mining supply growth (red). The trend accelerated after 2020, when Strategy (formerly MicroStrategy) began converting corporate balance sheets into Bitcoin. Under a pro-crypto policy environment, more firms have since adopted Bitcoin as a strategic reserve asset, accumulating the cryptocurrency in bulk [1].

The impact of institutional activity on price is further underscored by Coinbase data. Edwards observed that when institutional trading accounts for 10-50% of the exchange’s daily volume, Bitcoin prices historically experience rapid appreciation. This correlation, he argued, reflects growing institutional confidence in Bitcoin as a store of value. “The demand these companies have for Bitcoin is striping 1,000% of the daily supply out of the market every day,” Edwards said, forecasting a potential price break above $118,000 as institutional adoption intensifies [1].

The analysis aligns with broader shifts in Bitcoin’s market structure. Institutional participation has transformed from niche activity to a dominant force, with corporate treasuries now holding a material portion of the circulating supply. This development signals a maturing market where institutional demand, rather than retail speculation or mining output, increasingly dictates Bitcoin’s trajectory. As Edwards concluded, the exponential growth in treasury holdings and purchasing frequency creates an unprecedented bullish scenario, with prices poised to reflect this structural shift.

Source: [1] [Institutions now hold over 10% of Bitcoin supply as demand outpaces BTC mining by 10x] [https://cryptoslate.com/institutions-now-hold-over-10-of-bitcoin-supply-as-demand-outpaces-btc-mining-by-10x/]