3% of All Bitcoin Is Now in ETFs — Is $BTC Entering Its Final Scarcity Phase?

#BitcoinSupply #BTCScarcity #CryptoMacro #SpotETF

Bitcoin’s Liquidity Is Drying Up — Quietly but Powerfully

As of this week, over 3% of all circulating Bitcoin is now held by U.S. spot Bitcoin ETFs — with BlackRock’s $IBIT leading the pack. That’s more than 630,000 BTC under regulated, institutional custody.

This isn’t just accumulation. It’s long-term lockdown of supply.

Bitcoin has a fixed cap of 21 million coins

Roughly 19.7 million BTC are in circulation

3% in ETFs = ~630,000 BTC held by institutions

Millions more are lost or inactive

With ETF demand rising and daily miner output capped at ~900 BTC, we are entering a demand > supply era—and the charts reflect that.

ETF Demand = Silent Supply Shock

$1.1B+ weekly inflows continue in 2025

Institutions like BlackRock, Fidelity, and ARK are buying to hold, not trade

Retail investors are unknowingly bidding into increasing scarcity

The Bitcoin market is being reshaped in real-time—supply is vanishing before the next wave of global adoption.

Bitcoin isn’t just scarce—it’s becoming systematically unobtainable.

The more institutional vaults stack BTC, the tighter the float becomes.

We’re not early anymore—just earlier than the next liquidity crunch.

Track ETF flows. Study on-chain supply. Prepare for volatility.

Because the last phase of Bitcoin’s scarcity may already be underway.