Simply Bitcoin NEW REPORT SUGGESTS THE BITCOIN SUPPLY SHOCK IS ACCELERATING?! | EP 1332
Sep 15, 2025
A new report suggests institutional investors are driving a Bitcoin supply shock as they accumulate over 1.1 million coins. This shift raises optimism for Bitcoin's price amid changing economic conditions. The increasing urgency around Central Bank Digital Currencies poses concerns for personal financial freedom. A discussion reveals the implications of government actions, like Thailand's account freezes, showcasing Bitcoin as a secure alternative. Exciting insights highlight the long-term potential of Bitcoin against traditional investments and the evolving financial landscape.
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ETF Flows Outpace New Bitcoin Supply
- Bitwise shows U.S. spot Bitcoin ETF flows exceeded new supply across 1, 5, and 30-day windows, creating a net supply squeeze.
- Institutions bought many times daily mined supply, signaling renewed institutional demand and bullish momentum.
Watch Flows, Whales, And Shark Accumulators
- Watch ETF accumulation, whales, and mid-size 'shark' buyers as signals for a market reversal.
- Use those flow indicators to time longer-term accumulation rather than short-term trades.
Rotation From Treasury Plays To Spot Bitcoin
- Interest appears shifting from Bitcoin-treasury plays back to spot Bitcoin as institutions accumulate ETFs.
- That rotation may compress available spot supply and drive price action in Q4.