MicroStrategy Is Quietly Tightening Bitcoin Supply
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Coinbase Institutional research suggests the market may be underestimating how much corporate buying is shrinking available Bitcoin supply. Digital asset treasuries now control over 4% of total BTC, a number that has quadrupled in just two years.
At the center of this trend is MicroStrategy, holding nearly 780,000 BTC. As more coins move into long-term storage and off exchanges, the liquid supply continues to tighten, making it harder for large buyers to enter without pushing price higher.
This doesn’t guarantee immediate price spikes, but it builds pressure. Over time, reduced float combined with steady demand could amplify market moves, especially during key breakout moments.