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Bitcoin News Alerts | Daily BTC Macro Signal

2310: Bitcoin Supply Is Disappearing - Global Buying Just Broke Supply

Bitcoin News Alerts | Daily BTC Macro Signal

Bitcoin News Alerts

Investing, Business

3.8 β€’ 636 Ratings

πŸ—“οΈ 15 April 2026

⏱️ 20 minutes

🧾️ Download transcript

Summary

Bitcoin has entered a new phase driven by capital flows, not speculation. Strategy's rapid accumulation and record-breaking capital raises, combined with ETF inflows and global adoption, are creating a structural supply imbalance. With limited new BTC entering circulation and increasing institutional demand, the market is approaching a tipping point where price discovery accelerates rapidly.

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Transcript

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0:00.0

In the last 48 hours, something just broke in the Bitcoin market. One entity absorbed over 25,000

0:06.7

Bitcoin. And at the same time, ETFs and global capital kept buying. This isn't normal demand.

0:13.0

This is what I described as a buying frenzy. This is what happens when supply starts to disappear.

0:19.2

And once that happens, the price doesn't climb. It jumps.

0:22.6

Here's what just happened. Bitcoin just entered a new phase. One million dollar Bitcoin is no longer the

0:28.3

target. It's becoming the baseline. And most people still don't see it. They're still waiting for a dip.

0:33.9

Not 100 Gs, not even a half a million per coin, because what happens next isn't hype,

0:39.8

is driven by capital colliding with a fixed supply.

0:43.2

Here's what just changed.

0:44.5

In less than 48 hours, Michael's Sailor Strategy absorbed over 25,000 Bitcoin.

0:50.3

That's $2 billion deployed, and yesterday alone, a record-breaking $1.56 billion of capital was raised in a single session.

0:59.3

That's not normal market behavior.

1:01.4

That's a machine accelerating.

1:03.6

Strategy now officially holds over 800,000 Bitcoin.

1:07.2

Yes, they just flipped black rock via their i ibit Bitcoin ETF. It's now worth more than

1:12.5

$60 billion on the balance sheet for Sailor. The largest institutional holder in the world is

1:18.5

officially strategy. The undisputed king, but this isn't just about strategy because at the same

1:24.7

exact time, Bitcoin ETFs absorbed another 5 5,500 Bitcoin in a single day.

1:30.8

Black Rock alone added 2,870 Bitcoin extending its buy-in straight to five straight days.

1:37.3

That's nearly 10,000 Bitcoin removed from the market.

1:40.4

This week, on top of the 25,000 Bitcoin strategies are absorbed in the past 48 hours, and it

1:46.5

doesn't stop there. Bloomberg just confirmed that Abu Dhabi deployed over $521 million into Bitcoin.

...

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