97% Will Miss This Bitcoin Supply Shock—Don’t Be One of Them
97% Will Miss This Bitcoin Supply Shock—Don’t Be One of Them
This might be the most important signal we've seen in Bitcoin's history since MicroStrategy made its first buy.
A brand new report just dropped, and it reveals something most people aren't paying attention to:
Public corporations now hold 688,000 Bitcoin.
That’s over 3% of the total supply—scooped up in just the past few years.
And it’s accelerating.
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A few hours ago, news broke that shareholders have submitted a proposal pushing Strive, a $165 billion asset management giant, to start buying Bitcoin. They have $2.5 billion in cash sitting on their books.
If Strive follows through, it could mark the start of a new corporate wave.
Because we’re not just talking about small players anymore. These are Fortune 500 companies with billions in dry powder.
Let’s Talk Numbers
Right now, according to BitcoinTreasuries.net, 91 public companies hold Bitcoin.
These 91 companies have accumulated 688,000 Bitcoin between them.
But here’s where it gets crazy: if this trend continues and the number of companies 4x, to just 364 corporations, and if they buy Bitcoin at the same average rate... we hit a serious problem:
There won’t be enough Bitcoin left on exchanges.
Right now, only 2.4 million Bitcoin are left on exchanges. And for the past five years, exchange balances have been shrinking nonstop.
We’re looking at a potential corporate supply shock.
Let’s put that into context: the halving just took place. Daily issuance dropped from 900 BTC to 450 BTC. That’s 164,250 new coins per year—barely a drop compared to what corporations are buying.
And when you zoom out, the supply squeeze becomes obvious:
Retail is stacking sats every week through DCA.
ETFs are sucking supply like a vacuum, with daily inflows often higher than daily issuance.
Miners are forced to sell less post-halving due to reduced rewards.
And now, corporations are hoarding supply at a pace we’ve never seen before.
This isn’t theory. It’s math.
MicroStrategy
Michael Saylor’s strategy isn’t just working—it’s dominating.
MicroStrategy now holds 550,000 Bitcoin, worth $44.3 billion, and it's sitting on $8 billion in profit.
Even after a 43% pullback in its stock price, it's still outperforming the S&P 500’s best names.
Compare that to Tesla, Meta, Alphabet—MicroStrategy is right there with them. Why? Because it turned its balance sheet into a Bitcoin vault.
That move alone pushed it to become the 7th largest corporate treasury in the world.
Let that sink in.
Not because of product innovation. Not because of a new SaaS breakthrough.
But because of Bitcoin.
And now, other companies are watching. They see the numbers. They see Saylor on earnings calls bragging about his cost basis. They see Bitcoin outperforming every asset over the last decade.
So what’s the play?
Copy the blueprint. Replace idle cash with Bitcoin. And wait.
What Happens When More Corporates Join In?
There are 58,000 public companies globally.
If just 364 of them adopt Bitcoin like the first 91 have, we wipe out all the available Bitcoin on exchanges.
That’s it. No more dry powder. No more sat-stacking.
Just a scramble.
And let’s not forget: Michael Saylor had a huge head start. He was buying at $10K per coin. Today? Bitcoin is sitting at $82,000.
New entrants won’t get the same ROI, but that’s not the point anymore.
It’s no longer about buying cheap.
It’s about not being left behind.
This is the kind of psychological shift that drives parabolic moves.
No CFO wants to be last. No board wants to be caught holding fiat while the value of their reserves gets eroded.
The risk of not holding Bitcoin is now greater than the risk of doing nothing.
A Race Is Brewing
We’re watching a trend that could quickly spiral into a race between corporations and nation states.
Because once a few of these giants start stacking Bitcoin—especially those with billions in cash—others will be forced to follow.
This is already happening in countries with weak currencies. Argentina, Nigeria, Lebanon—Bitcoin adoption is surging. Not because people love crypto. But because their money doesn’t work anymore.
Now zoom out to the U.S., Europe, and Asia.
Corporations are waking up. Not because of ideology. But because of hard numbers.
Just like Apple made cash cool in the early 2000s, Bitcoin is becoming the new flex for corporate balance sheets.
And the impact is measurable. The report shows that the combined market value of the Bitcoin held by public companies is already $56 billion.
This isn’t just a few speculative bets.
It’s turning into the new normal.
We’re one major company away from tipping the scale. The day Apple, Amazon, or Google allocates 1% to Bitcoin, the game changes.
It validates everything Saylor’s been saying.
And sends a message: Bitcoin isn’t optional anymore.
The Endgame: What Happens When the Music Stops?
If Bitcoin continues to grow at its historical CAGR of 140% per year (as it has for 16 years), we’re looking at a future where it hits $1 million per coin.
By then?
Exchange balances might hit zero.
The only Bitcoin that trades hands will be OTC deals between billionaires, nation states, or through tightly-controlled custodians.
Retail won’t have a seat at that table.
When the supply shock hits full force, it won’t be a slow grind. It’ll be vertical green candles that leave most onlookers frozen.
People will say, “Bitcoin is too expensive.”
But it won’t be. It’ll just be too scarce.
This is what happens when 21 million meets exponential demand.
And that’s why Bitcoin isn’t just another asset class.
It’s the most asymmetric bet in modern finance.
You don’t want to be the last person to understand this.
Bitcoin’s price doesn’t need to double for it to become inaccessible.
All it takes is for a few more corporations to follow MicroStrategy’s playbook. And by the time it’s front-page news, it’ll already be too late.
This is why you front-run institutions.
Because they will come. They are coming.
And the door is closing.
The question is: are you inside yet?
Interesting post. I know you can either keep your crypto on the exchange, or move it into your own wallet (e.g. Proton Wallet). What would you say are the pros and cons of those, and which do you do yourself?