Simply Bitcoin This CONFIRMS The Bitcoin Supply SHOCK Is Accelerating! | EP 1307
Aug 11, 2025
Major institutional investments in Bitcoin, including Harvard's $116 million stake in a Bitcoin ETF, signal a shift in attitudes towards cryptocurrency. The rising demand is palpable, with Coinbase adapting strategies amid dwindling supply. A cultural change is underway, as generational differences drive a transition from gold to Bitcoin. Discussions include regulatory challenges and the intriguing prospect of Blue Origin accepting crypto for space flights. Optimism flourishes with potential Bitcoin adoption by giants like Amazon, hinting at revolutionary effects on the economy.
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Ivy League ETF Entry
- Harvard bought $116M of the IBIT Bitcoin ETF, signalling endowment interest in Bitcoin.
- Brown opened a multi-million IBIT position the same week, marking Ivy League ETF adoption.
Endowments Break ETF Taboo
- Endowments historically avoid ETFs but Harvard and Brown buying IBIT suggests a behavioral shift among institutional allocators.
- Bloomberg's Eric Balkunas highlighted that endowments are notably anti-ETF, making this notable.
Supply Shock Debate Heating Up
- The 'supply shock' narrative gained traction as ETF inflows and big private buys accelerate capital into Bitcoin.
- Hosts debated whether tight flows or drained exchange inventories will trigger a sharp price move.