Source: Coinmonks
Translation: Blockchain in Plain Language
Did you think you could buy Bitcoin one day? It is disappearing. Quietly, systematically, and subtly.
The trend has been obvious over the past two years. The supply of Bitcoin on crypto exchanges is rapidly decreasing. Retail investors haven't noticed, but institutional investors have. They are not just buying; they are draining the entire pool.
Fidelity's latest report shows that since November 2024, over 425,000 Bitcoins have been withdrawn from exchanges. Publicly traded companies now hold 350,000 Bitcoins, and institutional investors are buying over 30,000 Bitcoins each month in 2025. This is not speculation, but hard data.
However, most people are still debating whether Bitcoin is "risky."
Transformation: This is no longer prepared for us
You need to understand something that may sound harsh:
This market no longer belongs to you.
It hasn't been for a long time.
Retail investors are selling out of boredom, fear, and frustration. But every time they give up, institutions—BlackRock, Fidelity, sovereign wealth funds—are quietly scooping up the chips on the other side. Because they have already taken control of the table.
The price of Bitcoin does not reflect the underlying reality. Most people think the Bitcoins on exchanges are liquid. This is not the case. A large portion of Bitcoin is held by those who have already bought it—either retail investors still keeping their assets online or institutions preparing to withdraw.
Meanwhile, the big players are silently accumulating. Fidelity calls it a "shift to a long-term holding strategy." But what it really means is: the era of retail is over. The game has been rigged.
Magic tricks: distract, create pessimism, exhaust resources
Take a close look at Ethereum. The amount of Ethereum on exchanges is at its lowest since 2016—the year after Ethereum was launched.
Why? Because the same tricks are being replayed: suppressing interest, lowering prices, and slowly accumulating when no one is watching. Ethereum is quietly being used by hundreds of companies in the Enterprise Ethereum Alliance, but public sentiment is manipulated to make it seem like outdated technology.
The tricks of Bitcoin are the same. Throw out some headlines about ETF fund outflows—like, say, $14 million leaving one day—while ignoring the $86 million inflow on the same day. Create doubt, then scoop up.
The corporate supercycle has arrived
Nine companies hold nearly 2 million Bitcoins—just in 14 months.
MicroStrategy holds nearly 1 million Bitcoins. Capital21 wants to acquire another 1 million. BlackRock's CEO Larry Fink casually stated that Bitcoin's market cap will exceed $50 trillion, surpassing all U.S. real estate.
If this doesn’t make you stop and think, read it again.
This is no longer some optimistic speculation. Institutions are not planning to enter the crypto market. They are the market now.
New structure: owning nothing, working forever
This is not just about Bitcoin. This is how the game has always operated.
Companies are buying up properties by the thousands. By 2030-2035, predictions show they will own most of the real estate market in the U.S. Do you think this is a conspiracy? Wait another ten years and see.
You work, you earn, you spend. Then repeat. This is the system. Ownership is being consolidated—real estate, stocks, and now crypto assets.
So why are sovereign wealth funds betting billions on Bitcoin instead of gold, silver, or land? Because they know. They are preparing for a future where fiat currency is devalued, traditional assets collapse, and digital scarcity becomes the new gold standard.
The cliff we have already jumped off
The dollar is weakening. Debt is unpayable. The only viable strategy for the government is to further devalue the currency to make the economy appear attractive in global bottom-feeding competition.
Meanwhile, the rich and powerful are hoarding an asset born for this moment: Bitcoin.
This is not alarmism. It is no longer speculation.
We have crossed the critical point. We have jumped off the cliff.
Now the only question is: will you fall to poverty, or will you grow wings before it’s too late?