Bitcoin Supply Crisis Deepens as Governments and Institutions Accelerate Hoarding

Bitcoin, U.S.

U.S. and State Reserves Add Pressure to Bitcoin’s Shrinking Circulating Supply

Bitcoin is facing an unprecedented supply shock, warns Samson Mow, CEO of JAN3. Mow’s stark message: “It’s too late to buy Bitcoin under $0.1 million,” signals the end of sub-$100K BTC. He urges investors to understand Bitcoin’s fixed 21 million supply versus trillions in fiat circulation.

This warning aligns with historic developments in both government and institutional adoption. Under a new executive order, the U.S. government has launched a Strategic Bitcoin Reserve (SBR). It is seeded with 200,000 BTC seized from past illicit activities.

Additionally, Arizona and New Hampshire have passed laws to establish state-level Bitcoin reserves. These moves underscore a growing trend: Bitcoin is being embraced as a sovereign strategic asset.

On the institutional front, demand is booming.

BlackRock’s iShares Bitcoin Trust ETF (IBIT) recorded 18 consecutive days of inflows.
On Thursday alone, it took in $69 million and now holds over 572,000 BTC — worth around $69 billion.

Meanwhile, Bitcoin recently surged past $103,000, trading near $103,170 — the highest since January. With both governments and institutions buying aggressively, circulating supply is tightening at record pace.

This evolving environment signals a new era for investors. Retail buyers are now competing with nations and financial giants to secure BTC. The opportunity to buy below six figures may already be gone.

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