Institutional Bitcoin Buying Spree: Public Companies Secure 96% of 2025 Supply Ahead of Schedule
Publicly traded corporations and institutional investors have aggressively accumulated Bitcoin in early 2025, acquiring nearly the entire year’s expected supply months ahead of schedule. This unprecedented institutional demand signals growing mainstream adoption and could have significant implications for Bitcoin’s price dynamics and market structure.
Public Companies Acquire 96% of Bitcoin’s 2025 Supply Ahead of Schedule
Publicly traded corporations have aggressively accumulated Bitcoin this year, snapping up 157,957 BTC as of May 1—equivalent to 96% of the 164,250 BTC expected to be mined in 2025. This institutional buying spree extends beyond public firms, with private companies adding 16,799 BTC and ETF issuers purchasing 34,968 BTC during the same period.
The combined 192,925 BTC acquired by these entities in just four months exceeds the annual new supply by 17%, signaling intense demand pressure from institutional investors. MicroStrategy remains the dominant player, having secured 107,155 BTC—enough to claim 65% of the year’s new supply alone. The company’s relentless accumulation continues to reshape Bitcoin’s liquidity landscape.
Bitcoin Price Breaks $97,000: What’s Next?
Bitcoin surged past $97,000, marking a new milestone in its relentless upward trajectory. The cryptocurrency now hovers just below this threshold after decisively breaching $96,000, with technical indicators flashing bullish signals on both daily and weekly charts. While minor retracements remain possible, the dominant trend points unequivocally north.
Market analysts are mapping key resistance levels as Bitcoin’s rally threatens to catalyze broader crypto market gains. The second quarter of 2025 has revealed particularly strong momentum, with the asset recently conquering its 200-day moving average while establishing robust support zones. Critical floors at $95,797 and $96,441 now form the foundation for what appears to be a sustained structural advance.
MicroStrategy Stock Surges 3000%+ After Bitcoin Pivot, Plans $800M Debt Offering for More BTC
MicroStrategy’s ($MSTR) shares have skyrocketed 3,142% since August 2020 when the company first adopted Bitcoin as its primary treasury reserve asset. Executive chairman Michael Saylor highlighted the outperformance versus traditional tech stocks and legacy assets, calling it validation of the firm’s "Bitcoin Standard" strategy.
The business intelligence firm now plans to raise an additional $800 million through convertible debt offerings to acquire more BTC, doubling down on its crypto-first treasury policy. This move comes as Bitcoin breaches $96,500 amid 8% trading volume growth, signaling strengthening institutional demand.
Market observers note MicroStrategy’s transformation from a stagnant software company to a de facto Bitcoin proxy for equity investors. The firm currently holds 214,400 BTC ($20.6 billion at current prices) – the largest corporate treasury position globally.
Bitcoin Nears $97K as Morgan Stanley and Schwab Prepare for Crypto Trading Expansion
Bitcoin briefly approached $97,000 on May 1 amid growing institutional interest, with Morgan Stanley and Charles Schwab reportedly developing crypto trading services. The price surge reflects accelerating mainstream adoption as traditional finance firms move beyond experimental phases into full product offerings.
Morgan Stanley’s E*Trade platform is actively working to integrate cryptocurrency trading, signaling a strategic shift toward democratizing digital asset access. This development follows Schwab’s parallel efforts to expand crypto offerings beyond high-net-worth clients.
Bitcoin Nears $100,000 as Gold Corrects Sharply
Bitcoin surged 3% on May 1st, briefly touching $97,400 before settling at $96,600. Bulls now eye the psychological resistance at $97,000 as gold tumbles 8% from recent highs.
The rally coincides with a broad risk-on move in US equities, led by Microsoft’s 10% gain. Bitcoin’s resilience stands out amid macroeconomic uncertainty, marking its highest level since February 22.
Market data shows mounting pressure on short positions as the uptrend gains momentum. Analysts suggest sustainable bullish momentum may return if key support levels hold.
