đ Spot #Bitcoin ETFs Are Eating the Supply â Fast.
Since April 2025, spot BTC ETFs (ex-GBTC) added:
đč +124,000 BTC in 87 days (~1,430 BTC/day)
đč BlackRockâs IBIT alone = +118,000 BTC đź
đč All other issuers? Just +6,000 BTC combined
At this pace:
đ Total AUM â 1.18M BTC by Sept
đŠ IBIT â 817K BTC
TL;DR: Wall Street is quietly absorbing 1,400+ BTC every single day.
Still think supply shocks are priced in?