tl;dr
Michael Saylor bets big on Bitcoin’s year-end rally as corporate and institutional demand outpaces supply, with companies buying 3,185 BTC daily and ETFs snapping up 1,430 BTC, creating a supply-demand crisis that could push prices past $150K.
Bitcoin’s Year-End Rally: Corporate Adoption and Institutional Demand Set the Stage
Michael Saylor, chairman of Strategy, is betting big on Bitcoin’s resurgence by year-end, citing a surge in corporate and institutional interest that’s outpacing the cryptocurrency’s natural supply. In a recent interview with CNBC, Saylor argued that the growing appetite for Bitcoin from companies and exchange-traded funds (ETFs) is creating “upward pressure” on the price, setting the stage for a potential rally.
The numbers back this claim. Miners generate roughly 900 Bitcoin per day, according to Bitbo, but corporate buyers and ETFs are consuming far more. A recent report by financial services firm River revealed that businesses are acquiring 1,755 Bitcoin daily in 2025, while ETFs are snapping up an additional 1,430 Bitcoin on average. This demand far exceeds the daily supply, creating a supply-demand imbalance that Saylor believes will drive prices higher.
Bitcoin has been trading in a tight range lately, hovering between $111,369 and $113,301 over the past 24 hours, per CoinGecko. However, Saylor is confident that the market will break through resistance levels as the year progresses. “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,” he said.
The surge in demand isn’t just about speculation. Saylor highlighted two key categories of companies investing in Bitcoin. The first are “operating companies” that traditionally return capital to shareholders via dividends or buybacks but are now using Bitcoin as a treasury reserve asset. Over 145 companies, including Strategy itself, have added Bitcoin to their balance sheets, with Strategy holding 638,985 BTC. This shift, Saylor argues, “improves their capital structure” and strengthens their financial position.
The second group, which Saylor calls “true treasury companies,” are leveraging Bitcoin as a foundation for digital credit instruments. “The world ran on gold-backed credit for 300 years. The world’s going to run on digital gold-backed credit for the next 300 years,” he said. These companies are using Bitcoin to create new forms of capital markets, backed by the asset’s scarcity and decentralized nature.
Analysts note that recent market fluctuations—like the $2 billion in liquidations on Monday—stem from technical factors rather than weakening fundamentals. While volatility remains, the underlying demand from institutional players and corporations suggests a long-term upward trajectory.
As Bitcoin continues to bridge the gap between traditional finance and digital assets, Saylor’s vision of a “digital gold-backed credit” system is gaining traction. Whether this translates to a year-end rally will depend on how quickly adoption accelerates—but for now, the momentum seems to be on Bitcoin’s side.