According to on-chain data, companies have piled into Bitcoin at a pace that now outstrips new supply. Corporate treasuries held by public and private firms rose from about 854,000 BTC to roughly 1.11 million BTC over the past six months, an increase of around 260,000 BTC — roughly 43,000 BTC per month.
This adds close to $25 billion in value to corporate balance sheets and points to a growing appetite among firms for holding the coin, on-chain analytics provider Glassnode disclosed, Tuesday.
Corporate Treasuries Swell
A single firm dominates that pile. Strategy now controls the largest share of corporate Bitcoin, holding 687,410 BTC after a fresh buy earlier this month. The company disclosed it acquired 13,627 BTC between January 5 and January 11, its biggest purchase since last July. Reports have highlighted how this concentration means a few big buyers still shape the corporate treasury picture.
Over the past 6 months, Bitcoin treasuries held by public and private companies have grown from ~854K BTC to ~1.11M BTC.
That’s an increase of ~260K BTC, or roughly ~43K BTC per month, highlighting the steady expansion of corporate balance-sheet exposure to Bitcoin.… https://t.co/hHXjcSDDj4 pic.twitter.com/oluVGO2bGD— glassnode (@glassnode) January 13, 2026
Smaller, but still significant corporate holders are visible on the list. MARA Holdings, for example, holds about 53,250 BTC. That makes it one of the largest corporate holders after Strategy, and shows that miners and mining firms are also choosing to keep a chunk of the coin they create.
ETF Demand Could Tighten Supply
Exchange-traded funds are part of the story. Spot Bitcoin ETFs in the US pulled in more than $20 billion in flows during 2025, with some funds taking the largest share of those inflows. Analysts say ETF buying can soak up fresh supply and, if consistent, might remove available coins from the market for long periods. That dynamic has been flagged as one reason corporate accumulation could matter more now than in past cycles.
Miners Are Producing Less Than Corporates Are Buying
Over the same six months, miners are estimated to have created about 82,000 BTC. That means corporate buying has outpaced mining issuance by roughly three to one. In plain terms: more Bitcoin is being added to company balance sheets than is coming out of the ground, which tightens available supply if buyers continue to hold rather than sell.
Price Action And Macro Watch
Bitcoin has been trading in a narrow range near $92,000 ahead of key US inflation figures, with the $90,000 level seen as a psychological marker for traders. Safe-haven interest has stayed firm amid geopolitical noise and questions about central bank policy, leaving prices supported but range-bound. Short-term moves will likely reflect both ETF flows and whether existing holders keep selling into demand.
Featured image from Unsplash, chart from TradingView
]]>Early Remittix Investors Will Likely See Higher Returns Than Pepe Coin And Shiba Inu Produced CoinCentral
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The world’s largest cryptocurrency may be at risk of a supply shock as demand from United States (US) Spot Bitcoin Exchange Traded Funds (ETFs) has surged far beyond expectations. In December 2024, the volume of BTC acquired through Spot Bitcoin ETFs more than tripled the amount mined during that same month, underscoring the severe imbalance between supply and demand.
Spot Bitcoin ETFs Trigger Supply Shock Risks
In December 2024, US Spot Bitcoin ETFs purchased an astonishing 51,500 BTC. On the other hand, BTC miners produced only 13,850 coins during the same period, according to data from Blockchain.com. This indicates that Bitcoin ETFs alone purchased nearly four times the amount BTC miners generated and supplied to the market that month.
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According to reports, the demand for ETFs in December was nothing short of extraordinary, exceeding the available supply by approximately 272%. This massive increase in demand for Spot Bitcoin ETFs has raised concerns about a potential BTC supply shock, with analysts suggesting that it could happen soon.
Specifically, Lark Davis, a crypto analyst, announced earlier in December that “a massive supply shock is imminent.” The analyst based this alarming forecast on the significant accumulation of BTC from US Spot Bitcoin ETFs. Davis disclosed that at some point in December, BTC ETFs had bought 21,423 BTC; meanwhile, miners had produced only 3,150 BTC around the same time.
The analyst also noted that BTC ETFs globally held approximately 1,311,579 BTC as of December 17, 2024. This amount, valued at $139 billion, accounts for 6.24% of BTC’s total supply of 19.8 million. Given this staggering figure, Davis projects that during peak bull market phases, Spot Bitcoin ETFs could hold 10-20% of BTC’s total supply, raising more concerns about a major supply shock.
Concentration Of Spot BTC Inflows In December
Data from Glassnode has revealed that Spot Bitcoin ETFs recorded a total net inflow of $4.63 billion in December, almost doubling their 2024 monthly average of $2.77 billion. Notably, Glassnode disclosed that the surge in Spot Bitcoin ETF inflows was more concentrated during the first half of the month, while the second half saw outflows, with December 26 being the exception.
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Not surprisingly, the timing for this surge and subsequent decline in Bitcoin ETF inflows aligns with BTC’s price movements in December. At the beginning of the month, BTC experienced upward momentum, skyrocketing to a new ATH above $108,000 on December 17, fueled by the bull market hype and soaring demand. However, following this peak, BTC’s price saw a sharp decline, a drop that coincided with the timing of significant outflows from Spot Bitcoin ETFs, as reported by Glassnode.
Despite the surge in demand for Spot Bitcoin ETFs in December, new data shows that investors have extended their accumulation trend into January 2025. On January 3, investors purchased over $900 million worth of BTC through Spot Bitcoin ETFs. More recently, US Spot Bitcoin ETFs acquired an additional 9,500 BTC, worth over $966 million at the current market price.
Featured image created with Dall.E, chart from Tradingview.com
Cardano Catalyst Produced 3 of the Network’s Largest Projects The Crypto Basic
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Cardano Nodes Continue Updating In Support Of The Upcoming Vasil Upgrade.
Nodes on the Cardano network are installing updates ahead of the planned Vasil upgrade later this year.
For some time now, Cardano has been preparing to deploy its latest network upgrade, dubbed the Vasil upgrade. The Vasil upgrade is expected to bring DeFi, NFT, and more dApp support to the Cardano network. Plans to get the upgrade deployed before the end of 2022 are still in play despite some delays experienced as a result of a critical bug discovered in the testnet. Developers have since fixed the bug and issued a call for nodes to update their systems to connect to the new testnet.
The bug was exposed by one of Cardano’s developers, Adam Dean. Cardano CEO Charles Hoskinson has since clarified that there’s no conflict of interest among the developer team in regard to Vasil deployment.
30% Of Nodes Have Already been Updated
According to data from the Cardano explorer, very close to 30% of the nodes on the network have already updated their software to reflect the changes in the fixed testnet. Almost 30% of the blocks produced in the network over the last two days have been handled by the newly updated nodes. From the look of it, it appears that the updated nodes have the upper hand over those not updated yet.
In the last two days, 29% of all new blocks on the Cardano network have been produced by Vasil-friendly nodes. The hard fork can be triggered when 75% is reached.
Vasil-friendly nodes
Vasil Upgrade Is Near
While developer Adam Dean is responsible for exposing the critical bug found in the previous Cardano testnet, he’s now the voice of trust in the community, saying that the deployment of the Vasil upgrade is very near after the said bug was fixed.
Cardano has been working hard to expand its reach across the world. The entity has also scored some major wins, especially where the listing of ADA on major exchanges is involved.
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Legendary filmmaker Ridley Scott will take the history of Ethereum to the big screen. Via his production company, Scott Free Productions will adapt Camila Russo’s book “The Infinite Machine” into a movie.
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Russo revealed the news on her personal Twitter account as she welcomed Scott into the ETHMovie project. In a career that spans decades and with multiple awards, Scott is known for directing some of the great classics of Science Fiction, including “Alien” and “Blade Runner”.
news is out!!
The GOAT Ridley Scott and his production company Scott Free, the makers of
Gladiator
Nominated for 80 Academy Awards
Will produce @ETHMovie The Infinite Machine movie!!!
WAGMAM ETHEREANS!!!
— Camila Russo (@CamiRusso) April 21, 2022
According to a post from Deadline, the film will be written and directed by Shyam Madiraju (Harami, 2020). In addition to Scott, the production will be managed by Tom Moran and Vera Meyer with Alejandro Miranda from Versus Entertainment, the post clarified.
Russo told Deadline the following as the materialization of her book to the big picture moves forward:
It’s incredibly exciting to have Ridley Scott and the crew at Scott Free produce the movie of The Infinite Machine alongside us. I can’t imagine a better team to turn the riveting story about the people behind the most revolutionary technology since the internet into a feature film that will capture the hearts of our generation.
The film will be partially funded with a community treasury, per its official website, via a Decentralized Autonomous Organization (DAO), and with traditional funding strategies. The intention of the project has been clear from the start: to “become a blockbuster movie for the mainstream”.
The Infinite Machine DAO launched an NFT collection, called Genesis, to support the project. The DAO itself is the movie’s executive producer. The proceeds of the sales will be distributed in two phases, the website explained. The first phase is the movie budget which is expected to be valued at $16 million.
The NFT collection sales will be equally distributed amongst the 36 intervening artists which will receive 22.5% of the budget. 10% will be sent to a community treasury pool to fund the DAO, and the 67.5% will be used for the movie.
Taking Ethereum To The Masses
In its second phase, the project will distribute 22.5% of the NFT sales to the artists, 25% to the collection core team and contributors, and 52.5% to the community pool. NFT holders can have active participation in the project as Associate Producers and will have a voice in future projects.
According to the ETHMovie official website:
The Infinite Machine movie will be the first of many productions, content and artists the DAO will support. The organization will be a vehicle for the Ethereum community to organize people and capital to continue funding content creators and artists.
At the time of writing, the collection reached over 100 Ethereum (ETH) in trading volume on the popular marketplace OpenSea. The movie is expected to begin shooting between Q3 2022 and Q1 next year with a potential release in 2023.
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As of press time, ETH’s price trades at $3,000 with a 2.5% loss in the last 24-hours.
