Corporations Accumulate 4.09% of Bitcoin Supply Driving Price Surge

Corporations are increasingly adopting Bitcoin as a treasury reserve, leading to a significant surge in demand for the cryptocurrency. Public companies now hold over 858,850 BTC, valued at more than $93 billion, which constitutes approximately 4.09% of the total Bitcoin supply. This trend is being driven by major corporations such as MicroStrategy, which owns around 597,325 BTC, worth over $64.9 billion. The strategy involves issuing more shares, using the funds to purchase BTC, and increasing the BTC-per-share ratio to boost stock value, creating a feedback loop known as the "Bitcoin flywheel."

This corporate accumulation of Bitcoin is creating a supply shock, as most of the newly mined Bitcoin is now going directly to corporate treasuries. The current BTC block reward stands at 3.125 BTC, and it is set to halve again in 2028. This reduction in new supply, coupled with accelerating corporate demand, is intensifying Bitcoin's scarcity. Analysts warn that this imbalance is unsustainable and that a massive price breakout is inevitable.

CryptoQuant data reveals that the total Bitcoin reserves across exchanges have hit a record low of just 2.4 million BTC. At the current buying pace, these reserves could be depleted within months. With CFOs treating BTC as a strategic reserve asset, institutional demand may soon leave retail investors sidelined. This trend is part of a broader financial revolution known as hyperbitcoinization, where Bitcoin becomes the preferred store of value over fiat currencies. As regulations legitimize BTC as a treasury asset, more companies are expected to adopt it, potentially leading to a phase where the "early adopter" window closes forever.

Crypto analysts, including Adam Livingston, predict that this corporate rush to accumulate Bitcoin could mark the decline of fiat currency dominance. The supply squeeze could push BTC into uncharted territory, forcing a dramatic shift in global finance. As more companies adopt BTC as a treasury reserve, the demand for Bitcoin is expected to continue rising, further intensifying its scarcity and potentially leading to hyperbitcoinization.