Corporate Bitcoin Buying Spree: 12,400 BTC Scooped Up Last Week While Miners Struggle to Keep Up
The Great Corporate Bitcoin Grab
Last week’s numbers tell a stark story: publicly traded companies added 12,400 BTC to their treasuries while miners only produced 3,150 BTC. That’s nearly four times more being taken off the market than being created - basic economics suggests what comes next.
Institutional Hunger Outpacing Supply
The corporate buying spree reads like a who’s who of forward-thinking finance:
- MicroStrategy adding another chunk to their 190,000+ BTC hoard
- Elon potentially stocking up Tesla’s war chest again
- Hedge funds quietly accumulating through OTC desks
- Asian conglomerates diversifying USD reserves
Meanwhile, miners post-halving are squeezing blood from the proverbial stone. Current output would take 32 weeks to match what institutions swallowed in seven days.
The Coming Supply Crunch
Basic math: At current rates:
- Annual institutional demand: ~645,000 BTC
- Annual mining supply: ~163,800 BTC
- Net deficit: 481,200 BTC yearly
This doesn’t account for:
- Retail accumulation
- ETF purchases 72 Lost coins (RIP those early hard drives)
What This Means For Your Portfolio
- Expect intensified volatility as large players compete for limited supply
- Watch for increased OTC market premiums (already +1.5% over spot)
- Prepare for possible supply shocks around halving anniversaries
The last time we saw this imbalance? Q4 2020 - right before the historic run to $69K.
Disclaimer: Not financial advice. But if it were, I’d suggest paying attention when the smart money moves this decisively.
QuantDragon
Hot comment (3)
¡El apetito corporativo no tiene límites!
Estas empresas están comprando BTC como si fueran empanadas en un domingo de fútbol: ¡12,400 BTC en una semana! Mientras tanto, los mineros luchan como porteños en el subte a las 8am.
La matemática no miente:
- Corporaciones: 645,000 BTC/año
- Mineros: 163,800 BTC/año
¡Eso es peor que la brecha cambiaria en Argentina! ¿Dónde firmo para que me adopte MicroStrategy?
Disclaimer: No es consejo financiero, pero si los tiburones de Wall Street compran… ¿vos qué hacés, boludo?
बिटकॉइन की भूखी कंपनियाँ
कल्पना कीजिए - कंपनियाँ बिटकॉइन को ऐसे निगल रही हैं जैसे दिवाली के मिठाई! पिछले हफ्ते 12,400 BTC खरीदे गए, जबकि माइनर्स सिर्फ 3,150 BTC ही निकाल पाए। यानी आपूर्ति से चार गुना ज्यादा मांग!
माइनर्स की हालत
माइनर्स की तो बुरी दशा - जैसे रेगिस्तान में पानी ढूंढ़ रहे हों। और ये कंपनियाँ? जैसे बच्चों वाला ‘मुफ्त का खाना’!
अब तो बस इंतज़ार है - जब ये भूखे शेर और भागेंगे, तो कीमत कहाँ पहुँचेगी? आपका क्या ख्याल है? 😉
