2320: $10M Bitcoin Now - Global Supply Is Locked In
Bitcoin News Alerts | Daily BTC Macro Signal
Bitcoin News Alerts
3.8 β’ 636 Ratings
ποΈ 26 April 2026
β±οΈ 22 minutes
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Summary
BlackRock and Michael Saylor are now competing for the same Bitcoin supply, and that supply is disappearing in real time. Over 1.6 million BTC is already controlled by just two entities, while long-term holders and institutional buyers continue removing coins from circulation.
This is not a typical market cycle driven by demand. It's a structural supply shock. As available Bitcoin vanishes, liquidity tightens and price discovery accelerates. When there are no sellers left, the market doesn't grind higher - it reprices.
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Transcript
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| 0:00.0 | Bitcoin isn't being traded anymore. It's being taken and locked away by the largest players on earth. |
| 0:06.8 | Because right now there's a race happening for a fixed supply that's disappearing. |
| 0:11.6 | So here's what just happened. Before we go any further, look at who's buying, Black Rock and Sailor. |
| 0:19.0 | Every dip gets absorbed. They buy and it's gone. Just like that. Black Rock and Michael |
| 0:26.7 | Sailor are about to collide for the same supply, and that supply is disappearing because right now, |
| 0:31.9 | just two entities control over 1.6 million Bitcoin at a 21 million. And millions are already gone forever. They estimate |
| 0:40.0 | three to four million loss gone, stagnated. Think about that. One point six million Bitcoin already |
| 0:46.6 | locked away, not trading, not selling, still buying. And here's what most people still don't |
| 0:52.8 | understand. Sailor just signaled another buy just today, like clockwork. And here's what most people still don't understand. Sailor just signaled another buy just |
| 0:55.8 | today, like clockwork. And last week, he added over 34,000 Bitcoin, one of the largest buys ever. |
| 1:03.2 | I think it was the second largest. His largest was over 50,000. He now holds over 815,000 and 61 Bitcoin. |
| 1:13.8 | BlackRock only started stacking two years ago in 2024, |
| 1:21.4 | and they're already one of the largest holders on Earth with 811,981 Bitcoin. Let that sink in. |
| 1:26.8 | This isn't a trade. It's a race. And both sides are trying a front run, the same reality. |
| 1:28.8 | There isn't enough Bitcoin left, |
| 1:33.8 | and the biggest buyers know it. Even Larry Fink said it. People are buying Bitcoin because they don't trust the system, their currency, or their country. Preach. That's not speculation. That's capital |
| 1:40.1 | flight. And that's just the early phase. The U.S. government alone holds right now 328,000 |
| 1:45.4 | Bitcoin, and they're not selling either. They're stockpiling. That's why the price doesn't |
| 1:50.5 | matter anymore. Not 100,000, not even a million. That's the wrong frame. This is what a supply |
| 1:56.0 | shock looks like before buyers are forced to compete at any price. Now zoom in on what just happened. |
| 2:02.1 | The largest asset manager on earth and the most aggressive corporate accumulator in history |
| 2:07.8 | are both running the same play, acquire as much Bitcoin as possible, and never give it back. |
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