Quick Breakdown
- Michael Saylor predicts Bitcoin will rebound toward the end of 2025 as corporate and ETF demand outpaces miner supply.
- Businesses and ETFs are buying over 3,000 BTC daily, compared to miners’ 900 BTC output.
- Saylor says Bitcoin-buying firms strengthen their capital structures and position Bitcoin as “digital gold” for future markets.
Bitcoin demand outpaces supply
Bitcoin could be poised for another strong rally toward the end of 2025 as corporate and institutional demand continues to absorb the market’s natural supply, according to Strategy executive chairman Michael Saylor.
Speaking on CNBC’s Closing Bell Overtime on Tuesday, Saylor said that large corporations and exchange-traded funds (ETFs) are buying more Bitcoin than miners are producing, creating a sustained supply squeeze.
Recent data from BitBo shows miners generate around 900 BTC daily, while businesses are purchasing approximately 1,755 BTC per day in 2025. ETFs add further strain by acquiring an additional 1,430 BTC daily, according to River, a financial services company. A different report revealed that business clients are channeling an average of 22% of their profits into Bitcoin.
Market volatility masks strong fundamentals
Bitcoin traded between $111,369 and $113,301 in the past 24 hours, with a seven-day range stretching from $111,658 to $117,851, according to CoinGecko.
Despite recent turbulence, including nearly $2 billion in liquidations during one of the year’s largest sell-offs on Monday, analysts and Saylor stressed that the downturn was driven by technical factors, not weakening fundamentals.
“I think that as we work through resistance and some macro headwinds, we’ll actually see Bitcoin start to move up smartly again toward the end of the year,”
Saylor said.
Two types of Bitcoin-buying companies
Saylor outlined two categories of companies fueling Bitcoin demand: operating companies that would typically return capital through dividends or buybacks but instead hold Bitcoin as a treasury reserve asset. At least 145 firms, tracked by Bitbo, have already added Bitcoin to their balance sheets, including Strategy, which holds 638,985 BTC.
Treasury companies that treat Bitcoin as a foundation for issuing digital credit instruments.
“The world ran on gold-backed credit for 300 years,”
Saylor said.
“The world’s going to run on digital gold-backed credit for the next 300 years.”
He emphasized that Bitcoin is emerging as the ideal digital reserve asset to underpin equity and credit instruments in global capital markets.
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