The Corporate Leviathans Just Stole 1 Million BTC Supply

Everyone is focused on ETF inflows, but the real silent whale shifting the market structure is the corporate balance sheet.

Public and private companies now collectively control 1.08 million $BTC. That is not just a large number; it represents a jaw-dropping 448% increase in holdings since January 2023.

This is the structural demand backbone that too many analysts miss when tracking short-term volatility. Corporate treasuries are treating $BTC not as a cyclical trade, but as the ultimate digital reserve asset. This dramatic shift means that over 5% of the total available supply is effectively locked away in hands that are highly unlikely to sell, regardless of minor pullbacks. The supply shock is already here, hidden in plain sight.

This is not financial advice.

#Bitcoin #SupplyShock #Macro #CorporateAdoption #DigitalGold

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