Saylor predicted Bitcoin's price will rise by the end of 2025: demand exceeds supply by 2.5 times.
Michael Saylor, executive chairman of Strategy, is confident that Bitcoin is poised for another upward move toward the end of the year. And you know what's most interesting? The reason lies not in speculation or hype, but in the simple mathematics of supply and demand.
Speaking on CNBC's Closing Bell Overtime on September 23, Saylor explained that corporate adoption of Bitcoin, coupled with the constant purchases of large exchange-traded funds (ETFs) on behalf of institutional investors, is literally eating away at the cryptocurrency's natural supply.
“Companies betting on Bitcoin are buying even more than the natural supply created by miners,” he emphasized. And this creates a “driving force for growth.”
The numbers don't lie: demand exceeds supply
Let's look at some hard statistics. Miners generate an average of about 900 bitcoins per day, according to Bitbo. But here's what's happening on the other side: a report from financial firm River, published earlier this month, showed that businesses will consume 1,755 bitcoins per day in 2025. Meanwhile, ETFs are buying an additional 1,430 bitcoins daily.
Simple arithmetic: demand is almost 2.5 times greater than supply. It's no wonder Saylor talks about a “growth driver.”
Two categories of Bitcoin buyers
Saylor divided companies acquiring bitcoin into two categories. The first are operating companies that, instead of returning capital through dividends and share buybacks, choose bitcoin as a reserve asset.
Bitbo tracks at least 145 companies that have added Bitcoin to their balance sheets. Strategy, by the way, holds 638,985 BTC—an impressive sum even by corporate standards.
“It actually improves their capital structure. It strengthens these companies,” Saylor noted.
The second category are companies with Bitcoin reserves that are “betting on Bitcoin.” And here, Saylor makes a rather bold statement: “The world ran on gold credit for 300 years. The world will run on digital gold credit for the next 300 years.”
According to him, such companies hold digital capital and create digital credit instruments: “And there is, of course, huge demand for equity and credit instruments in traditional capital markets. Bitcoin is becoming the ideal form of digital capital to back these instruments.”
“I think as we overcome resistance and some macroeconomic headwinds, we'll see Bitcoin start to rally strongly again by the end of the year,” Saylor concluded.
The math is simple: when demand consistently exceeds supply by 2.5 times, and institutional players continue to accumulate positions, the long-term trend becomes clear. The question isn't whether the price will rise, but how quickly.
Source: cryptonews.net
