- Corporate Bitcoin holdings grew by 30% in just six months.
- Strategy controls roughly 60% of all corporate-held BTC.
- Regulatory clarity may take years, despite rapid market adoption.
Corporate appetite for Bitcoin is growing faster than the network can produce new coins — and that trend is colliding with a regulatory process in Washington that may take years to fully unfold.
Over the past six months, corporate digital asset treasuries (DATs) have added roughly 260,000 Bitcoin to their balance sheets, according to Glassnode data. That accumulation dwarfs the estimated 82,000 BTC mined during the same period, underscoring a widening gap between demand from institutions and new supply entering the market.
Corporate Treasuries Absorb Bitcoin Supply
Public and private companies now collectively hold about 1.11 million BTC, up from roughly 854,000 six months ago. At current prices, that increase represents nearly $25 billion flowing into corporate Bitcoin positions — an average of around 43,000 BTC per month.
Glassnode describes the trend as a steady expansion of Bitcoin exposure on corporate balance sheets, and the numbers support that view. Bitcoin miners generate roughly 450 BTC per day, meaning corporate buyers are absorbing several times the monthly issuance.
This dynamic strengthens the long-term supply narrative that has attracted institutional investors since Bitcoin’s early days, especially as more firms treat BTC as a strategic reserve asset rather than a short-term trade.
Strategy Dominates Corporate Bitcoin Holdings
The corporate treasury landscape remains highly concentrated. Strategy, led by Michael Saylor, controls about 687,410 BTC — roughly 60% of all Bitcoin held by companies. The firm resumed aggressive buying this month, purchasing over 13,600 BTC in early January, its largest single acquisition since mid-2025.
MARA Holdings ranks a distant second with just over 53,000 BTC. While more companies are entering the space, Strategy’s outsized position continues to shape perceptions of corporate Bitcoin adoption and market influence.
ETFs Add Pressure, but Regulation Lags Behind
Spot Bitcoin ETFs could intensify the supply squeeze if inflows remain consistent. Since launching in early 2024, US-listed ETFs have at times absorbed more than 100% of newly mined Bitcoin. While early 2026 flows have been mixed, net inflows remain positive, led largely by BlackRock’s IBIT fund.
At the same time, regulatory clarity may arrive far more slowly. A bipartisan crypto market structure bill is advancing in Congress, but Paradigm’s Justin Slaughter warns that full implementation could stretch across two presidential terms. The bill reportedly requires more than 45 separate rulemakings — a process that historically takes years, as seen with Dodd-Frank.
Bitcoin adoption by corporations and ETFs is accelerating on a timeline measured in months. Regulation, by contrast, moves in years. That mismatch could define the next phase of the crypto market — with capital racing ahead while lawmakers and regulators work to catch up.
Also Read: Iran’s Currency Is Failing—Here’s Why Bitcoin Keeps Entering the Conversation
For now, the numbers suggest one clear takeaway: institutional demand for Bitcoin is no longer theoretical. It is already reshaping supply dynamics in real time.
Disclaimer: The information in this article is for general purposes only and does not constitute financial advice. The author’s views are personal and may not reflect the views of CoinBrief.io. Before making any investment decisions, you should always conduct your own research. CoinBrief.io is not responsible for any financial losses.
