BitSaci Supply Shock Alert: Corporate Bitcoin Hoarding Outpaces ETFs 2:1
The quiet accumulation happening behind the scenes is starting to look like institutional FOMO disguised as prudent treasury management. Public companies just demolished ETF buying by a factor of two in H1 2025, adding 245,510 BTC to their balance sheets versus ETFs' 118,424 BTC. That's not just institutional adoption – that's a supply shock brewing in plain sight. The numbers tell a story that most retail traders are completely missing. Corporate BTC purchases jumped 375% compared to the same period last year, while ETF inflows actually declined 56% from 2024's pace. Companies have clearly decided they'd rather hold Bitcoin directly than trust fund managers to do it for them. We've gone from 67 public companies holding Bitcoin at the start of 2025 to 141 by mid-year. That's a 140% increase in six months, which sounds like the kind of exponential adoption curve that precedes major supply/demand imbalances. When corporate boardrooms start viewing Bitcoin a...