2326: $300 Trillion Capital Targets Bitcoin - Supply Hits All-Time Low
Bitcoin News Alerts | Daily BTC Macro Signal
Bitcoin News Alerts
3.8 β’ 635 Ratings
ποΈ 2 May 2026
β±οΈ 20 minutes
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Summary
Bitcoin supply on exchanges just hit an all-time low, with over 62,000 BTC removed in 9 weeks as long-term capital continues absorbing available supply. Samson Mow declares the 4-year cycle dead, while Michael Saylor confirms Bitcoin price is now driven by global capital flows. As Bitcoin integrates into a $300 trillion credit market, even a 1% allocation could send trillions into an asset with rapidly shrinking supply.
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Transcript
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| 0:00.0 | Bitcoin just crossed the line of no return. And what you're watching right now isn't a normal market |
| 0:05.6 | anymore. Something just flipped. And once you see it, you can't unsee it. And the people who understand |
| 0:12.0 | this first won't be waiting for a dip. They'll be buying whatever's left. Let me show you. |
| 0:18.3 | Samson Mao just said the four-year cycle is dead. Not slowing down, not changing, dead. Bitcoin is now heading towards one million dollars per coin. This isn't just opinion. Michael Saylor said the same thing. Bitcoin has won. The four-year cycle is dead. Price is now driven by capital flows. Let sink in because what just changed in bitcoin is in |
| 0:38.8 | hype it's structure right now and the amount a bitcoin on the exchanges just hit an all-time low down |
| 0:45.0 | another 62,242 btc in the last nine weeks so what happens next when capital flows accelerate |
| 0:52.7 | and the supply available to sell is already disappearing, |
| 0:56.0 | I'm glad you asked, let me show you. April continued the outflows and March saw an even larger |
| 1:00.9 | drain. This is a pattern and it tells you one thing. The people buying Bitcoin right now are not |
| 1:07.0 | planning to sell it. This is long-term capital. Sticky capital. That sticky, |
| 1:12.0 | icky, permanent capital, that changes how price moves. Because Bitcoin doesn't need everyone |
| 1:17.3 | to buy. It only needs a small percentage of capital to move. Let's zoom out. The global credit |
| 1:22.3 | market is over $300 trillion. That's not a typo. $300 trillion. At the same time, Bitcoin is plugging directly into it |
| 1:30.4 | through ETFs, through corporate treasuries, structured products, and through lending and collateralization. |
| 1:36.6 | Even a 1% shift, just 1% is $3 trillion flowing into Bitcoin. And here's the problem. There isn't |
| 1:43.8 | even $3 trillion where of Bitcoin available, period. |
| 1:46.7 | Not even close. |
| 1:48.2 | Supply isn't just fixed. |
| 1:49.9 | It's disappearing. |
| 1:51.1 | El Salvador is still buying, smash buying a biddy a day. |
| 1:54.3 | Tether stack in billions of Bitcoin from profits. |
| 1:57.3 | They have close to 98,000 bits coin on the balance sheet. |
... |
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