“Companies that are capitalizing on Bitcoin are buying even more than the natural supply being created by the miners,” Saylor explained. “That’s putting upward pressure on the price.”
Demand Outstripping Daily Supply
Bitcoin miners generate about 900 BTC per day, based on data from Bitbo. But 2025 has seen corporations and large exchange-traded funds (ETFs) purchasing well beyond that pace.
A recent report from financial services firm River estimates businesses are buying roughly 1,755 BTC daily, while ETFs add another 1,430 BTC per day on behalf of institutional investors.
This persistent demand is tightening supply at a time when Bitcoin has been trading in a relatively narrow band. Over the past 24 hours, the cryptocurrency hovered between $111,369 and $113,301, while its seven-day range stretched from $111,658 to $117,851, according to CoinGecko.
Despite a nearly $2 billion wave of trader liquidations earlier this week—one of 2025’s largest market flush-outs—analysts attribute the dip to technical factors rather than weakening fundamentals. Saylor remains confident: “As we work through the resistance of late and some macro headwinds, we’ll actually see Bitcoin start to move up smartly again toward the end of the year.”
Two Types of Corporate Bitcoin Buyers
Saylor highlighted two main groups of companies accumulating Bitcoin. The first are operating companies that might otherwise return capital to shareholders through dividends or buybacks but instead use Bitcoin as a treasury reserve asset.
“That actually improves their capital structure. It strengthens those companies,” he said. Bitbo tracks at least 145 companies holding Bitcoin on their balance sheets, including Strategy itself, which now owns 638,985 BTC.
The second group, which Saylor calls “true treasury companies,” are building entire business models around Bitcoin. “The world ran on gold-backed credit for 300 years,” he noted. “The world’s going to run on digital gold-backed credit for the next 300 years. So treasury companies are holding digital capital and creating digital credit instruments.”
With global demand for equity and credit products still strong, Saylor believes Bitcoin is emerging as the ideal form of digital collateral. “Bitcoin is the perfect digital capital to back those instruments,” he said, underscoring his expectation for a strong finish to 2025.
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