Corporations Amass 5% of Bitcoin Supply, Fueling Institutional Bull Run

Bitcoin (BTC) has surged past $112,000, marking a significant milestone as the total crypto market cap rebounded 2.1% in 24 hours, signaling a potential recovery phase in the sector. The price action reflects sustained institutional demand, driven by the continued inflow into U.S. spot ETFs, including the BlackRock iShares fund. Over 2025, BTC has already traded above $120,000, reinforcing the feasibility of a push beyond $112,000 if market flows remain supportive. Corporate treasuries now hold over 1 million BTC, representing 5% of the total supply, with MicroStrategy leading with 636,505 BTC. Analysts note that if this trend continues, corporations could control 25% of BTC by 2030, potentially driving prices toward seven figures.

Technical analysis highlights BTC's consolidation around $113,000 after rebounding from the $110,000 support zone. The RSI at 60 indicates bullish momentum without overbought conditions, while Fibonacci extensions suggest next targets at $114.5K and $119.8K. A clean breakout above these levels could make September 2025 a standout month for BTC bulls. On-chain data reveals declining exchange balances and increasing whale activity, with wallets holding 1,000+ BTC accumulating rather than distributing. However, the Put/Call ratio at 1.22 suggests hedging against downside risks as $2.81 billion in options expire.

Market performance in September 2025 has already been the second-best since 2012, with an 8% gain bucking traditional seasonality trends. Historical volatility has dropped to levels unseen in over a decade, with the largest drawdown from all-time highs at 30%, contrasting past cycles where drawdowns reached 80%. Institutional adoption remains a key driver, with companies like Metaplanet and Strategy aggressively expanding BTC holdings. This shift has reduced circulating supply and stabilized the market, challenging Bitcoin’s previous “fringe asset” narrative.

Analysts project continued institutional adoption and ETF inflows as critical factors. Standard Chartered and Bernstein maintain a $200,000 BTC year-end 2025 target, citing ETF adoption and macroeconomic easing. Meanwhile, the H1 2025 crypto market report notes that BTC ETFs recorded $48.97 billion in cumulative inflows, with holdings representing 6.27% of the total market cap. Ethereum ETFs also gained traction, though at a smaller scale.

Looking ahead, the market faces key resistance levels at $115K–$116K. A breakout could target $120K, while a drop below $110K might trigger a retest of $108K. The Altcoin Season Index on CoinGlass has surged to its highest level since 2025’s start, with altcoins like Pump.fun and MNT showing strong performance. However, Bitcoin’s dominance remains pivotal, as altcoins often follow BTC’s momentum. If institutional buying continues, the total crypto market cap could approach $4–$5 trillion by year-end, fueled by ETF inflows, regulatory clarity, and macroeconomic shifts.

[1] Bitcoin Price Prediction 2025: Will BTC Surge Past $112K (https://coinpedia.org/press-release/will-btc-surge-past-112k-avalon-x-comparison-todays-market-price/)

[2] Bitcoin Surges Past $112K as Corporate Backing Fuels Rally – … (https://www.btcc.com/en-US/square/AltH4ck3r/913960)

[3] What Happens to Bitcoin After $112K: Surge or Sell-Off? (https://www.analyticsinsight.net/bitcoin/what-happens-to-bitcoin-after-112k-surge-or-sell-off)

[4] Bitcoin 8% Gains Already Make September 2025 Its Second Best (https://cointelegraph.com/news/bitcoin-price-gains-8-september-2025-on-track-for-best-in-13-years)

[5] Which Altcoins Are Positioned Best for Upside Right Now? (https://coinedition.com/altcoin-upside-2025-xrp-pump-wlfi-mnt-ath/)

[8] H1 2025 Crypto Market Report- Market Trends, Key … (https://coinpedia.org/research-report/h1-2025-crypto-market-report-market-trends-key-metrics-and-institutional-flows/)