Institutional Giants Strategy & Metaplanet Now Control 12.3% of All Bitcoin—Supply Squeeze Incoming?

Wall Street's quiet accumulation just hit a tipping point—major players now hold over one-eighth of the entire Bitcoin supply.

The New Whales

Institutional adoption isn't coming—it's already here. Strategy and Metaplanet lead a pack of corporations and funds snapping up BTC at an unprecedented pace. They're not just dipping toes; they're diving deep into digital reserves.

Supply Shock Dynamics

With 12.3% of all Bitcoin locked in institutional vaults, available supply tightens—every new purchase amplifies price pressure. Traditional finance finally understands scarcity, even if they still can't pronounce 'Satoshi' correctly.

Legacy finance spends billions trying to replicate Bitcoin's security while ignoring the real thing—classic hedge fund logic.

Institutional accumulation accelerating

According to analytics platform Ecoinometrics, institutions boosted their Bitcoin holdings by 5% over the past year, aiding in the price’s 80% rise during the same period.

Entities such as ETFs, sovereign funds, and corporate treasuries now collectively hold well over one million BTC, valued in the tens of billions of dollars.

Treasury leaders: MicroStrategy and Metaplanet

Bitcoin treasury companies like MicroStrategy and Metaplanet have set the pace, with MicroStrategy holding more than 638,000 BTC—over 3% of all circulating supply—and Metaplanet surpassing 20,000 BTC.

Their strategies center on aggressive accumulation, equity issuance for Bitcoin purchases, and innovative balance sheet management to maximize BTC as a reserve asset.

Wall Street integration deepens

Traditional finance giants, including JPMorgan, have begun accepting Bitcoin ETF shares as loan collateral and partnered with Coinbase for more direct access to digital asset purchases.

With over $7.5 trillion in U.S. money market funds seeking returns, institutional Bitcoin accumulation is likely to continue.

Retail to institutional supply shift

Recent on-chain data highlights a clear migration of supply away from individual holders toward funds and corporations.

MicroStrategy’s chairman Michael Saylor has cautioned:

“The digital Gold rush ends ~January 7, 2035. Get your Bitcoin before there is no Bitcoin left for you.”