2321: $10M Bitcoin Has Started - Supply Is Gone
Bitcoin News Alerts | Daily BTC Macro Signal
Bitcoin News Alerts
3.8 β’ 636 Ratings
ποΈ 27 April 2026
β±οΈ 19 minutes
ποΈ Recording | iTunes | RSS
π§ΎοΈ Download transcript
Summary
Michael Saylor just accelerated Bitcoin's endgame.
Strategy acquired 56,235 BTC in April alone, now holding over 818,000 Bitcoin, while BlackRock continues driving institutional demand through its ETF. With over 14% of the total Bitcoin supply now controlled by institutions, the available supply is rapidly disappearing.
This episode breaks down why Bitcoin is transitioning from a liquid market into a controlled supply asset - and why price may not move gradually from here, but reprice aggressively.
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Transcript
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| 0:00.0 | 56,000 Bitcoin bought in a single month from one company at a pace the market can't replace |
| 0:07.4 | because right now supply isn't just shrinking, it is being removed. And when that happens, |
| 0:13.3 | price doesn't move normally. Before we go any further, look at this. Institutions now control |
| 0:18.6 | over 14% of all Bitcoin. That was 8% in 2024. So it has nearly doubled |
| 0:25.2 | and it's accelerating. This isn't buying. It's removal. And once it's gone, it does not come back. |
| 0:32.5 | Michael Saylor just accelerated the end game. 56,235 thousand two hundred and thirty-five bitcoin in April. |
| 0:38.7 | Let that sink in. Fifty-six thousand, two hundred and thirty-five bitcoin. That's a pace of |
| 0:43.4 | $675,000 Bitcoin per year from one company. One buyer, one strategy. They're accelerating, |
| 0:50.8 | absorbing the supply, not slowing down. This isn't a trade. It's a programmatic |
| 0:55.8 | acquisition of the scarcest asset on Earth. So here's what just happened. Strategy added another |
| 1:01.6 | 3,273 BTC. This week alone announced today alongside their filing with the SEC. They now hold |
| 1:09.0 | $818,334 Bitcoin worth over $61 billion, |
| 1:14.3 | and still buying every single week, not trading, not flipping, not hedging, but accumulating. |
| 1:20.7 | At a pace, the market physically cannot replace. We all know there's only 450 Bitcoin |
| 1:26.3 | being rewarded to the miners each and every day. |
| 1:29.5 | So if every miner on Earth doubled production still wouldn't be enough. |
| 1:33.9 | But this isn't just about Sailor anymore. |
| 1:36.6 | Because at the same exact time, Black Rock is doing the same thing. |
| 1:39.8 | Their clients just bought $732 million worth of Bitcoin last week with inflows each and every day. |
| 1:45.8 | Total holdings now, $62.7 billion and rising. |
| 1:50.2 | Week after week, bid after bid, no distribution, only absorption, no exit liquidity, |
| 1:55.9 | no rotation, just accumulation. |
... |
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