When Wall Street Eats the Bitcoin Supply

As someone who tracks blockchain flows like others track subway schedules, last week’s numbers made my Bloomberg terminal blink twice. Public companies vacuumed up 12,400 BTC while miners barely squeezed out 3,150 new coins. That’s nearly 4x more demand than fresh supply hitting the market.

The Corporate FOMO is Real

We’ve entered what I call the “Tesla Effect” phase of adoption. Remember when Elon’s $1.5B Bitcoin buy sent shockwaves through markets? Now multiply that by a dozen CFOs having simultaneous epiphanies about sound money. My proprietary accumulation score (which factors in exchange outflows + entity clustering) just hit levels not seen since Q3 2020 - right before that historic bull run.

Mining Math Doesn’t Add Up

Here’s where it gets spicy:

• Current daily mint rate: ~900 BTC
• Post-April halving: ~450 BTC
• Corporate demand last week: ~1,771 BTC/day

Even my conservative Monte Carlo simulations show supply deficits forming by Q3. The halving will turn this trickle into a drought. As any CFA charterholder knows (cough), you can’t fight scarcity premium.

What This Means For Your Stack

1. Exchange reserves are bleeding out at alarming rates
2. The “HODL wave” pattern suggests stronger hands dominate
3. My regression models show $100K BTC isn’t meme math if these trends hold

The smart money isn’t waiting for spot ETFs - they’re frontrunning them. As always, do your own research…but maybe do it faster this time.