In 2026, institutional investors' purchasing power for Bitcoin far exceeds new mining production. Data shows that institutional investors have accumulated 30,000 BTC during this period, while only 5,700 new Bitcoins were mined globally in the same timeframe. This means institutional demand is more than five times the new supply.

When purchasing demand far exceeds new supply, the market faces a genuine supply gap. This asymmetric supply and demand relationship typically exerts upward pressure on prices. The continuous buying by institutional investors makes available Bitcoins in circulation increasingly scarce, further intensifying the supply tightness. Historical data indicates that whenever demand significantly exceeds new supply, prices tend to rise accordingly. The current situation reflects the market's strong recognition of Bitcoin's long-term value.