Institutional funds, funds and public companies continue to increase their BTC holdings, currently managing 12.3% of all Bitcoin supply.
According to Bitcoin Analytics Platform EcoInometrics, this figure has risen dramatically over the past 12 months. In-facility money added 5% to total holdings over the past year alone, and has driven Bitcoin prices by more than 80% over the past 12 months.
Entities such as ETFs, sovereign funds, and the Ministry of Corporate Treasury currently collectively hold billions of dollars worth of BTC, well over $1 million.
The rise of the Bitcoin Treasury Ministry
The structural transformation of the market is captured by an increase in Bitcoin finance companies such as Strategy and Metaplanet. Currently, the strategy alone exceeds 638,400 BTC, with over 3% of the total circulation supply being held. At the same time, Japan’s metaplanet is over 20,000 BTC, and is rapidly appearing among the corporate Bitcoin Treasury Ministry.
Their strategy revolves around an aggressive accumulation of Bitcoin supply, a stock issuance policy adjusted to buy more Bitcoin, and innovative balance sheet management to maximize exposure to BTC as a reserve asset.
Wall Street’s biggest name is also rushing to accommodate the new wave. JPMorgan began accepting shares in Bitcoin ETF as collateral for loans in June 2025, and partnered with Coinbase to have Chase Credit Card Wolders directly fund Crypto purchases.
This continuous integration through lending, asset management and direct purchases demonstrates the level of normalization of Bitcoin in traditional finance, and a deeper spelling out the liquidity of the entire ecosystem.
And now that $7.5 trillion is parked in money market funds, just looking for a new home, the institutional accumulation of Bitcoin supply will likely rise to the right.
Bitcoin supply is a shift from retail to institutional
Perhaps most impressive is the concentration of Bitcoin supply moving from early owners and retail investors towards funds and businesses.
Recent chain data reveals dramatic changes in address distribution and exchange outflow over the past two years, highlighting the large players consolidating shares of the finite supply. As the founder and chairman of the strategy, Michael Saylor famously warned.
“The Digital Gold Rush is over ~ January 7, 2035. Get Bitcoin before you have no Bitcoin left.”
Accelerated institutional adoption tightens liquidity, increasingly shortages in Bitcoin, supporting higher prices during each inflow.
Innovative financial strategies from companies like Strategy and Metaplanet set new standards, but bank giants like JPMorgan are more supportive of assets than ever before.
This continuous integration could fundamentally change the Bitcoin narrative as Bitcoin supply shifts from the hands of retailers to the wallets of facilities.
Institutional appetite is one of the most powerful forces that shape both the short-term volatility and the long-term fate of the world’s largest crypto coin.
