šŸ“ˆ Spot #Bitcoin ETFs Are Eating the Supply — Fast.


Since April 2025, spot BTC ETFs (ex-GBTC) added:

šŸ”¹ +124,000 BTC in 87 days (~1,430 BTC/day)

šŸ”¹ BlackRock’s IBIT alone = +118,000 BTC 😮

šŸ”¹ All other issuers? Just +6,000 BTC combined


At this pace:

šŸ“Š Total AUM → 1.18M BTC by Sept

šŸ¦ IBIT → 817K BTC



TL;DR: Wall Street is quietly absorbing 1,400+ BTC every single day.



Still think supply shocks are priced in?