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Companies are soaking up bitcoin at a pace that far outstrips new supply, according to fresh research from River. The firm’s flow map estimates businesses are absorbing about 1,755 BTC per day while miners add roughly 450 BTC per day. That imbalance hints at a persistent supply deficit if demand holds and exchange reserves continue to thin.
River’s findings slot into a broader picture of where bitcoin sits today. The same research series estimates ownership at about 65.9% for individuals, 7.8% for funds, 6.2% for businesses and 1.5% for governments, with roughly 7.6% presumed lost. In parallel coverage, outlets noted that corporates have emerged as the biggest net buyers this year, reinforcing the idea that treasury strategies are now a major force in the market.
Secondary reports echo the scale of corporate demand. Yahoo Finance summarized River’s daily absorption figures, while a separate River brief highlighted that bitcoin treasury companies are among the largest buyers in 2025. Cointelegraph has also reported that private firms are recycling a meaningful share of profits into BTC, adding to the steady bid from institutions.
Supporters say this corporate bid tightens supply and can amplify upside during risk-on phases. Critics counter that concentrated buying by treasuries raises cyclicality and headline risk if prices slip. Recent analysis in mainstream outlets has warned that some companies could be vulnerable if they lean too heavily on crypto to boost shares or take on costly financing to build reserves.
For investors, the takeaway is simple. If businesses keep accumulating at several times daily issuance, price action will depend on whether new supply from miners, long-term holder distribution and ETF flows can balance the books. If not, the market could face intermittent supply squeezes, especially during periods of improving risk appetite.
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