📉 Bitcoin on exchanges — a deficit in action
The volume of BTC flowing onto exchanges has indeed fallen to levels not seen since 2020 — only $350–400 million per day, compared to $2.8–3.5 billion at peak moments in 2021. This signals a decrease in the desire to sell: investors prefer to keep coins in cold wallets, especially after the FTX collapse and the growing interest in ETFs.
🔒 What this means:
- Less BTC on exchanges = less liquidity → even a small demand can trigger a price spike.
- Institutions are actively buying through ETFs, while retail investors are leaving the market.
- Volatility risks are increasing: with a supply deficit, the price can skyrocket during a demand surge.
📊 Essentially, the market is preparing for a potential "supply shock," when demand exceeds available supply. This is not a guarantee of growth, but the conditions for a bull run are evident.