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As institutional demand for Bitcoin 
$103,731 continues to mature, one of the key indicators of its integration into the financial ecosystem is the rapid development of Bitcoin Exchange-Traded Funds (ETFs). These products have attracted significant investments from both institutional and individual investors. According to data compiled by Bitcoin Magazine Pro, Bitcoin ETFs currently hold 936,830 BTC, raising questions about whether this figure will exceed 1 million BTC before 2025.
Significance of Crossing the 1 Million BTC Threshold
Surpassing the 1 million BTC threshold represents more than just a symbolic milestone. It indicates Bitcoin’s maturity in the market and its acceptance as a reliable asset at the institutional level. Holding large amounts of Bitcoin in ETFs may tighten market supply, which could increase upward pressure on prices.
In November 2024, investments in Bitcoin ETFs exceeded $6.562 billion, significantly surpassing the new BTC mining supply rate. While 13,500 BTC were mined in that month, 75,000 BTC were transferred to ETFs. This imbalance may lead to rising prices due to demand greatly outpacing supply.
Bitcoin Supply Scarcity
The long-term nature of Bitcoin ETF investments is leading to the near-total withdrawal of Bitcoin from circulation. Institutional buyers often prefer to hold Bitcoin through ETFs for extended periods rather than engage in frequent trading. This trend could result in a potential supply shock by reducing the available Bitcoin in the market.
The fact that BlackRock’s Bitcoin ETF has surpassed the company’s own gold fund in total assets reflects Bitcoin’s growing acceptance among institutional investors. This development strengthens Bitcoin’s role as “digital gold” and establishes its significant place in portfolio diversification for investors.
Current data indicates that there are only about 2.25 million BTC available on exchanges. This figure highlights Bitcoin’s increasing scarcity in the market and how demand is outpacing supply.
With the new U.S. Secretary of State’s support for the “Bitcoin Law,” the Treasury Department’s plan to establish a strategic Bitcoin reserve could have a significant impact on the market. This move may allow Bitcoin to secure a comparable position to gold in national asset reserves.
In light of these developments, the goal for Bitcoin ETFs to exceed 1 million BTC before 2025 could contribute to a substantial increase in Bitcoin’s price. Market psychology and the demand-supply balance are expected to positively influence Bitcoin’s pricing.
