Bitcoin Supply Is Drying Up — And That’s Big News
In the past month, Bitcoin’s supply on exchanges dropped by 3.9% — a clear sign that the market is entering a new phase. Once BTC crossed the $100,000 mark on May 9, something shifted: long-term holders began pulling their coins off exchanges, reducing sell pressure and increasing confidence in Bitcoin’s future.
What does that mean for us?
1. Smart Money Is Accumulating
Institutions like MicroStrategy have been quietly stacking — with over 285,000 BTC bought since late 2024. That’s more than miners can produce. When big players hoard BTC, supply tightens and prices often rise.
2. Less $BTC Available = Higher Prices?
With fewer coins on exchanges, there’s less BTC available to trade. This “supply shock” could push prices even higher if demand keeps rising — especially from spot ETFs and global investors.
3. Confidence Is Growing
The exchange supply ratio is now at its lowest since 2018, showing that long-term holders aren’t flinching, even at these high levels. That’s the kind of conviction that drives long-term bull runs.
4. Regulation Is Shifting in Favor
Post-election optimism and a more crypto-friendly stance from U.S. leadership are also helping institutional confidence. Add in strong derivatives data — like $20M in liquidated shorts — and the bulls are clearly in control.
Bottom Line: Bitcoin is entering a new era. Supply is shrinking, demand is growing, and the market is watching. The question is: are you paying attention?
Let’s talk in the comments — what do you think will happen when BTC breaks $105K?
