Simply Bitcoin NEW DATA: FORGET The CRASH The Bitcoin Supply SHOCK is ACCELERATING | EP 1321
Aug 29, 2025
Bitcoin's current price dip may be overshadowed by an impending supply shock. Institutions are accumulating Bitcoin at lower prices, potentially changing market dynamics. The discussion highlights seasonal shifts in trading activity and upcoming holiday market upticks. Excitement grows around Bitcoin's institutional interest, juxtaposed with cultural influences and celebrity endorsements. Regulatory clarity is emerging in the crypto space, adding complexity to trading. A humorous take on fitness and community spirit underscores the hosts' optimistic outlook on Bitcoin's future.
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Institutional Demand Far Exceeds New Supply
- Institutional buying has dramatically outpaced new Bitcoin supply, creating a looming supply shock.
- This imbalance suggests strong structural upward pressure on price if it continues.
Businesses Are Hoarding Bitcoin
- River and Bitwise data show businesses and institutions absorbing multiple times daily mined Bitcoin.
- That concentration of buy pressure makes current prices unsustainable without more sell-side liquidity.
New Treasury Companies Mopped Up Massive BTC
- Bitwise found 28 new treasury companies bought ~140,000 BTC in July–August, roughly a year's new supply.
- Corporate treasuries are materially changing long-term market structure.