🏦 Wall Street Now Owns 12.3% of Bitcoin

Bitcoin isn’t just for cypherpunks anymore. Institutional investors now control 12.3% of BTC’s total supply, up 5% in the past year. That supply shift coincided with an 80% price surge, as funds, ETFs, and corporate treasuries aggressively stacked sats — leaving retail with a shrinking share of the pie.

⚡ Quick Hits

• 🏛️ Institutional Bitcoin holdings: 12.3% of supply
• 📈 BTC price growth: +80% in 12 months
• 🏢 Strategy holdings: 638,400 BTC (3% of supply)
• 🇯🇵 Metaplanet holdings: 20,000+ BTC
• 💵 Money market funds: 7.5T looking for yield
• 🏦 Wall Street integration: JPMorgan accepts BTC ETFs as collateral

🏦 Institutions Move In

Once dominated by OG holders and retail traders, Bitcoin’s ownership is being rapidly restructured.

• Strategy now holds 638,400 BTC — nearly 3% of circulating supply.
• Metaplanet has amassed over 20,000 BTC, signaling that even Japanese firms are adopting BTC as a corporate treasury standard.
• ETFs and funds continue to vacuum up supply, pushing Wall Street’s footprint deeper into crypto.

This is no longer “retail vs. whales.” It’s Wall Street vs. scarcity.

🔗 Wall Street Normalizes Bitcoin

JPMorgan now:

• Accepts BTC ETFs as collateral in structured deals.
• Partners with Coinbase on crypto credit card integrations.

This isn’t just financial innovation — it’s institutional validation. Bitcoin is shifting from a “speculative asset” to a reserve instrument woven into banking infrastructure.

📉 The Supply Squeeze

With institutions hoarding, retail faces a new reality:

• Scarcity grows → fewer coins in circulation.
• Liquidity thins → price volatility may spike.
• Concentration risk → power over supply increasingly sits with funds and treasuries.

The irony? Bitcoin’s original decentralization ethos is colliding with the consolidation power of corporate balance sheets.

🔮 What’s Next?

• Institutional accumulation will accelerate, especially as money market funds rotate capital into risk assets.
• Scarcity narrative strengthens, potentially pushing Bitcoin higher in late 2025.
• Corporate treasuries set new norms, with firms like Strategy and Metaplanet modeling “BTC-first” balance sheets.

Bitcoin is no longer just a retail rebellion. It’s a boardroom strategy — and Wall Street wants more.

⚡ TL;DR

Institutions now control 12.3% of all BTC, with firms like Strategy and Metaplanet leading the charge. Supply is consolidating, retail is getting squeezed, and Wall Street is embedding Bitcoin into traditional finance. Scarcity plus institutional appetite = a powerful driver for the next leg of the bull run.