Bitcoin's Limited Supply Faces Soaring Corporate Demand, Driving a Strong Rally Toward Year-End

Source: [1] Michael Saylor’s

Price Forecast Indicates Is Expected to “Climb Significantly Again Before Year-End”

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Early September 2025 saw Bitcoin’s price movement reignite interest in Michael Saylor’s prediction of a strong rally as the year concludes. The cryptocurrency traded at $112,838, having bounced back from a recent two-week low near $111,000. Saylor, who serves as MicroStrategy’s executive chairman, reaffirmed his optimistic outlook, asserting that Bitcoin would “climb significantly again before year-end” due to increased corporate involvement and supply constraints. This outlook is consistent with technical signals, which point to consolidation above key support levels, such as the $112,000 Fibonacci retracement and the $109,899 threshold separating bullish and bearish sentiment.

Saylor’s perspective centers on the imbalance between supply and demand. He pointed out that corporations and ETFs are acquiring Bitcoin at a pace that surpasses the daily output from mining. On average, companies are purchasing 1,755 BTC per day, while ETFs are adding another 1,430 BTC, together exceeding the 900 BTC mined daily. This results in a net daily demand surplus of 2,285 BTC, fostering scarcity that Saylor believes drives ongoing price growth. “Corporations are acquiring more than what miners are producing,” he remarked, drawing a comparison to historical gold-backed credit systems.

Technical analysis lends weight to this scenario. Bitcoin’s recent move above $112,000 has set the stage for a challenge of the $114,000–$115,000 resistance area. If this level is surpassed, it could prompt a retest of the August highs near $124,000. On the other hand, if the price falls below $112,000, it could lead to a pullback toward $107,000 or even the psychologically significant $100,000 mark. The RSI has rebounded from oversold levels to a neutral reading of 51, while the Fear & Greed Index is at 43, reflecting cautious optimism. LMAX strategist Joel Kruger observed that historically robust fourth-quarter performance and institutional buying could drive a year-end surge, though a period of consolidation is still probable in the near term.

The case for a bullish outlook is further strengthened by corporate participation. MicroStrategy’s holding of 638,985 BTC highlights the trend of established companies adopting Bitcoin as a reserve asset, replacing traditional dividends and share buybacks. Saylor foresees a future where credit products backed by Bitcoin become widespread, likening this shift to gold’s centuries-long influence in global finance. This movement is bolstered by continued institutional ETF inflows, with BlackRock’s IBIT consistently accumulating Bitcoin despite short-term market swings.

Analysis of market sentiment points to the possibility of a late-year rally. Historically, the October to December period has been favorable for cryptocurrencies, and Saylor’s view of Bitcoin as “digital gold” resonates with the increasing recognition from institutions. Policymakers in Washington have also shown interest in Saylor’s treasury approach, indicating a broader acceptance of Bitcoin’s place in national economic planning. Nevertheless, risks persist, such as the $1.62 billion in leveraged liquidations seen in early September, which were attributed to technical rather than fundamental issues.

Forecast models project Bitcoin’s price to range between $119,480 and $126,139 in September 2025, with expectations of surpassing $124,000 by year-end due to ongoing supply shortages. For an upward trend to continue, Bitcoin needs to maintain daily trading volumes above 50,000 BTC and hold the $109,899 support level. While Saylor remains confident in Bitcoin’s long-term prospects—envisioning it as the backbone of a digital financial system—short-term uncertainties remain. Nonetheless, the combination of strong corporate demand, technical resilience, and seasonal trends positions Bitcoin for a potentially strong finish to the year.