In the first week of 2026, a strong capital absorption force has appeared in the BTC market. US spot BTC funds and corporate institutions (such as MicroStrategy) have absorbed a total of 6,433 BTC from circulation, while miners' new output during the same period was only 3,137.5 BTC — this means that institutional absorption has exceeded new supply by over 105%. More interesting data is the scale of corporate treasuries, which has now accumulated to 109,400 BTC, accounting for 5.2% of the total network supply. As exchange inventories continue to decline, BTC supply is tightening, and the market structure is quietly changing.
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GasGuzzler
· 01-10 11:25
Bro, we're really taking off now. Institutions are absorbing 105% of the new supply? Now that's the true logic of hoarding coins.
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HashRateHermit
· 01-09 18:51
Mining output can't keep up with the accumulation pace. Now the supply is really tight. No wonder the institutions are so aggressive.
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SerumSqueezer
· 01-09 18:38
The supply side is really stuck, and this wave of institutional accumulation is quite aggressive.
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Anon4461
· 01-09 18:25
The accumulation strength is so strong that even miners can't keep up with the production. Is this the rhythm of dumping the market...
In the first week of 2026, a strong capital absorption force has appeared in the BTC market. US spot BTC funds and corporate institutions (such as MicroStrategy) have absorbed a total of 6,433 BTC from circulation, while miners' new output during the same period was only 3,137.5 BTC — this means that institutional absorption has exceeded new supply by over 105%. More interesting data is the scale of corporate treasuries, which has now accumulated to 109,400 BTC, accounting for 5.2% of the total network supply. As exchange inventories continue to decline, BTC supply is tightening, and the market structure is quietly changing.