The scale of institutional appetite for Bitcoin is jaw-dropping and growing by the day. With Bitcoin’s daily new supply limited to just 450 BTC, this wave of demand is set to smash into a fixed wall of scarcity.

Welcome to the Bitcoin supply crunch.

Capital is pouring into Bitcoin, Source: X

Capital Is Set to Pour Into Bitcoin

Here’s a roundup of some of the most aggressive Bitcoin accumulation and capital raise announcements from companies around the globe totaling tens of billions in dry powder, much of it earmarked for BTC buys:

MSTR has $50+ billion authorized via ATM (~500,000 BTC target)

STRC IPO to raise $2.5 billion (closing July 29)

CEPO SPAC from Adam Back & Cantor Fitzgerald aiming for $1.5 billion

MTPLF targeting 210,000 BTC by 2027 (~$25 billion)

SMLR aiming for 105,000 BTC by 2027 (~$12 billion)

ALTBG plans to acquire 210,000 BTC by 2033 (~$25 billion)

TSWCF with a 210,000 BTC accumulation plan

NAKA targeting an eye-watering 1 million BTC (initial $750 million already raised)

DDC raising $520 million, aiming for 10,000 BTC by year-end

Trump Media (DJT) has a $12 billion ATM, with $2 billion already deployed

Grupo Murano from Mexico planning $1 billion, targeting $10 billion in BTC holdings over 5 years

Matador in Canada raising $900 million CAD over 25 months

Reserve One raising $1 billion via M3-Brigade merger

Addentax Group with $1.3 billion in play

TwentyOne planning to raise billions via CEP / XXI

BMGL from Singapore raising $1 billion

MARA with a $2 billion ATM

GameStop (GME) raised $4 billion total, $500 million already used to buy BTC

Strive targeting $1.5 billion

Reitar Logtech Holdings planning $1.5 billion

Pompliano’s CCCM raised $1 billion, already bought 4,950 BTC

K Wave Media aiming to raise $500 million

Sequans raised $384 million and has already bought 2,317 BTC

SWC, CINGF, BTC.L (UK) are stacking regularly

H100Group and K33HQ (Sweden) stacking regularly

BLGVF, PNXPF, LQWDF, SIX, MATA (Canada) are actively stacking

Meliuz (Brazil) raising $70 million with warrants

KULR with a $300 million ATM

Eric Trump’s ABTC has filed to go “all in” on BTC

Mercurity Fintech raising $800 million

ECD Automotive with $500 million plans

Green Minerals (Norway) aiming to raise $1.2 billion

Bakkt Holdings with a $1 billion capital raise

LVO raising $500 million

VLCN raising $500 million via private placement, and $1 billion via ATM (already bought 280 BTC)

The Bitcoin accumulation game is no longer just retail and crypto bros. The big dogs are here—and they’re not buying 0.1 BTC at a time.

The only thing scarcer than time is Bitcoin. And time is running out.

 

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Filed under: Bitcoin - @ July 28, 2025 4:13 am