Bitcoin Could Rally Toward Year‑End as ETF and Treasury Companies’ Demand Outpaces Miner Supply, Says Michael Saylor

• Corporate and ETF buys exceed miner daily supply

• Market data shows businesses and ETFs purchasing roughly 3,185 BTC per day versus ~900 BTC mined.

• Supply gap and institutional flows may fuel a price rebound toward year‑end.

Bitcoin demand surges as companies and ETFs outpace miner supply, pressuring prices higher—read expert analysis and market data from COINOTAG. Learn more now.

Strategy chair Michael Saylor says Bitcoin will gain after “macro headwinds” subside as treasury companies and ETFs put upward pressure on the cryptocurrency.

What is driving the recent surge in Bitcoin demand from companies and ETFs?

Bitcoin demand is being driven by two forces: corporate treasuries adding BTC as a reserve asset and institutional ETFs buying on behalf of investors. Market-tracking data indicates combined corporate and ETF purchases are currently surpassing the daily miner issuance, tightening available supply and creating upward price pressure.

How much Bitcoin are miners, companies and ETFs moving daily?

Miners are producing roughly 900 BTC per day. Recent market reports show public companies are acquiring about 1,755 BTC per day in 2025, while ETFs are acquiring approximately 1,430 BTC per day. That totals near 3,185 BTC daily, outpacing miner supply and absorbing natural issuance.

Strategy executive chairman Michael Saylor told CNBC’s Closing Bell Overtime that this dynamic—companies and ETFs accumulating BTC faster than miners supply it—is “putting upward pressure on the price.” He added that some companies buy more than natural supply, tightening markets further.

Strategy chair Michael Saylor said Bitcoin demand from ETFs and companies is surpassing daily miner supply, which could drive a year-end rally. Source: CNBC

How will buy pressure affect Bitcoin price through year‑end?

Buy pressure from corporations and ETFs can reduce available float and raise price if demand persists. Bitcoin traded in a recent 24‑hour window between $111,369 and $113,301, with a seven‑day range up to $117,851 (CoinGecko). Technical flushes, such as a near $2 billion liquidation event, were attributed to market structure, not fundamental demand shifts.

Why are public companies adding Bitcoin to their balance sheets?

Companies fall into two categories: operating companies using BTC as a reserve instead of dividends or buybacks, and “treasury companies” explicitly capitalizing on Bitcoin as digital capital. Strategy (the company chaired by Michael Saylor) and other firms view Bitcoin as improving capital structure and enabling new digital‑credit instruments.

Bitbo tracks at least 145 companies with Bitcoin on their balance sheets; Strategy reports holdings of 638,985 BTC. (References: Bitbo, River, CoinGecko — cited as plain text.)

Frequently Asked Questions

Will corporate and ETF buying guarantee a Bitcoin rally?

Corporate and ETF buying increases upward pressure, but price outcomes depend on macro conditions, liquidity, and technical levels. Persistent net demand that exceeds miner issuance raises the probability of a rally, but timing and magnitude remain influenced by broader market forces.

How much Bitcoin do ETFs buy each day in 2025?

ETF acquisitions averaged about 1,430 BTC per day in 2025, according to recent market reports. This has been a material component of total demand compared to miner issuance.

What is a “treasury company” in the context of Bitcoin?

A “treasury company” holds digital capital (Bitcoin) as a primary reserve asset and may issue credit instruments backed by that digital capital. This model treats Bitcoin as a form of digital gold that supports new forms of credit and equity instruments.

Key Takeaways

• Supply gap: Companies and ETFs are purchasing more BTC than miners produce, tightening supply.
• Price implication: Sustained net demand increases the likelihood of upward price pressure toward year‑end.
• Corporate strategy: Companies view Bitcoin as a reserve asset that can strengthen capital structure and enable digital credit.

Conclusion

The convergence of corporate treasury accumulation and institutional ETF flows has created a measurable supply-demand imbalance for Bitcoin. Bitcoin demand outpacing miner issuance is a central signal suggesting potential upward price pressure into year‑end. Monitor corporate disclosures and ETF flows for confirmation and timing.