According to River's recent research, companies are absorbing approximately 1,755 BTC per day, compared to just 450 BTC mined daily in 2025. This disparity highlights that companies are taking in nearly four times the amount of bitcoin available from mining. The influx of bitcoin into business wallets includes contributions from funds and spot ETFs, which add another 1,430 BTC daily in institutional demand. River categorizes these businesses broadly, including both bitcoin treasury firms and traditional corporations that hold bitcoin. The report notes that individual investors represent the largest net outflow, moving about -3,196 BTC per day to institutional wallets. This trend suggests a tightening supply as businesses and institutions outpace miners in their acquisition of bitcoin, potentially shifting ownership patterns in the market. River emphasizes that these figures are estimates based on various data sources and should be interpreted cautiously, as inflows do not solely reflect direct exchange purchases but can also include other forms of transfer and reshuffling.

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