According to @Andre_Dragosch, net flows into Bitcoin ETFs over the latest five trading days exceeded new BTC supply by 8.93 times, indicating ETF demand materially outpaced newly mined issuance in that window. Source: @Andre_Dragosch.

According to @rovercrc, Bitcoin’s illiquid supply has reached new highs (source: @rovercrc on X, Sep 8, 2025). According to @rovercrc, this highlights scarcity—"not everyone can own 1 Bitcoin"—which traders can factor into assessments of available BTC supply and market liquidity (source: @rovercrc).

According to @rovercrc, U.S. M2 money supply increased from about $12 trillion in 2015 to roughly $22 trillion in 2025 while Bitcoin’s maximum supply remained 21 million, underscoring BTC’s fixed issuance versus fiat expansion, source: @rovercrc. Federal Reserve data show M2 was near $12.3 trillion in early 2015 and exceeded $20 trillion by 2024, corroborating the multi‑year expansion trend in broad money, source: Federal Reserve FRED M2SL. Bitcoin’s 21 million cap and programmed four‑year halving schedule are defined in the Bitcoin protocol, keeping issuance independent of demand, source: Bitcoin.org Developer Guide and Bitcoin whitepaper by Satoshi Nakamoto. For trading, BTC’s fixed float means USD liquidity trends can change the dollar price of a scarce asset; monitoring M2 trajectory and liquidity indicators can inform BTC positioning and risk sizing, source: Federal Reserve H.6 for M2 definition and Bitcoin.org for BTC issuance rules.

According to @Andre_Dragosch, Bitcoin treasury companies now collectively hold more than 1 million BTC, marking a new threshold for balance-sheet adoption of BTC (source: @Andre_Dragosch). For traders, the reported 1M+ BTC held in treasuries underscores the importance of monitoring exchange balances and spot flow metrics for potential liquidity tightness when demand increases (source: @Andre_Dragosch). The crossing of a round-number milestone can act as a narrative catalyst that may influence momentum strategies and risk appetite in BTC markets (source: @Andre_Dragosch).

According to @rovercrc, James Howells has officially ended his years-long effort to recover a hard drive accidentally discarded in 2013, which contained 8,000 Bitcoin (BTC) now valued at approximately $950 million. This development confirms that these coins will remain inaccessible, further reducing the available supply of BTC, which may impact market scarcity and long-term price dynamics. Traders should note the potential implications for Bitcoin's circulating supply and consider how such high-profile losses reinforce BTC's scarcity narrative. Source: @rovercrc.

According to Taras Kulyk, CEO of Synteq Digital, US tariffs on ASIC imports could increase mining costs by 10-50%, potentially slowing Bitcoin hashrate growth in the US but not ending it, as miners adapt through secondary markets and local production, which may affect global BTC supply and trading dynamics. Jeff LaBerge of Bitdeer highlighted that efficiency improvements and diversification into AI could offset costs, influencing miner profitability and BTC price stability. Competition from AI data centers, as noted by Kulyk, may further pressure US miners to consolidate or innovate, impacting long-term market strategies.

According to Crypto Rover, MicroStrategy has acquired 1% of the total Bitcoin ($BTC) supply over the past 7 months, signaling aggressive institutional accumulation and potentially reducing available liquidity on exchanges (source: Crypto Rover on Twitter, June 8, 2025). This concentrated buying pressure supports bullish sentiment in the crypto market and may contribute to upward price momentum and increased volatility, especially as retail traders react to reduced circulating supply. Traders should closely monitor MicroStrategy's future moves, as large-scale institutional buying can trigger significant price swings and set new support levels for Bitcoin.

According to @glassnode, 71% of the total bitcoin supply is now categorized as 'illiquid,' meaning these coins are held in wallets with little or no history of spending. This signals a strong holding sentiment among investors, which can reduce available supply on exchanges and potentially increase price volatility during demand spikes. Traders should monitor on-chain metrics closely, as illiquidity can amplify both upward and downward movements in bitcoin's price, impacting short-term trading decisions and long-term portfolio strategies (source: @glassnode via @Andre_Dragosch, June 4, 2025).

According to @VanessaGrellet_, Bitcoin’s fixed supply of 21 million, with approximately 19.7 million already mined and an estimated 3–4 million lost forever, leaves only about 15.5 million BTC effectively circulating. If the US were to purchase 6–7% of this supply, it would actually account for 20–25% of the liquid float, creating a significant demand shock. This tightening supply dynamic is critical for traders as it could drive increased price volatility and upward momentum, especially as institutional and sovereign demand rises (Source: @VanessaGrellet_ on Twitter, May 24, 2025).

According to MilkRoadDaily, Bitcoin (BTC) has surged toward the $110,000 level, with traders highlighting persistent bullish momentum and reduced supply on exchanges (source: MilkRoadDaily, May 22, 2025). On-chain data indicates that many investors are still waiting for a significant correction, despite continued upward movement. This supply-demand dynamic suggests that further upside remains possible as sidelined capital may re-enter the market if price dips remain shallow. Traders should monitor exchange inflows and funding rates for signs of trend exhaustion or renewed buying pressure.

According to @BitcoinMagazine, MicroStrategy acquired 7,390 Bitcoins between May 12 and May 18 at an average price of $103,498 per Bitcoin, totaling $764.9 million. This significant purchase underscores continued institutional demand and could boost market confidence, attracting both retail and institutional traders. Crypto analysts highlight the potential for upward price momentum in Bitcoin due to this large-scale accumulation and its impact on supply dynamics (source: @BitcoinMagazine).

According to Crypto Rover, the total supply of Bitcoin remains fixed at 21 million coins, while the global population has reached 8.2 billion people (source: Crypto Rover on Twitter, May 18, 2025). This underscores Bitcoin's inherent scarcity, which is a critical factor driving current bullish sentiment among traders. The limited supply per person highlights potential long-term value appreciation and increased demand, influencing trading strategies that favor accumulation and holding. Traders are closely monitoring on-chain metrics and exchange flows for signals of intensified accumulation as scarcity becomes a more prominent narrative in the crypto market (source: Crypto Rover on Twitter, May 18, 2025).

According to Michael Saylor, the digital gold rush for Bitcoin is projected to end around January 7, 2035, highlighting an impending supply crunch for the cryptocurrency (source: Michael Saylor on Twitter, May 18, 2025). Traders should consider this timeline as a key factor impacting Bitcoin supply dynamics and price action, as the fixed supply model becomes more relevant for long-term positioning and accumulation strategies.

According to Miles Deutscher on Twitter, Bitcoin ($BTC) supply on exchanges has dropped to a 7-year low of just 14%. This significant decrease in available supply on trading platforms suggests rising holding sentiment and reduced selling pressure among investors. For traders, such a low circulating exchange supply, combined with persistent demand, historically indicates potential for upward price momentum as liquidity tightens (source: Miles Deutscher, Twitter, May 14, 2025). Crypto market participants should closely monitor on-chain data and order books for further signals of supply shocks or volatility spikes.

According to Crypto Rover, the available Bitcoin supply for sale is steadily declining, which is considered a strong bullish signal for traders. This reduction in circulating supply may increase upward price pressure, as less Bitcoin is available for purchase on exchanges (source: Crypto Rover on Twitter, May 14, 2025). Traders should monitor on-chain data and exchange balances to identify potential breakout opportunities and adjust their strategies accordingly. The tightening supply often precedes major price rallies, highlighting the importance of supply metrics in crypto trading.

According to Lookonchain, BlackRock's iShares Bitcoin Trust ETF has acquired 41,452 BTC (valued at $3.92B) within the last two weeks, pushing its total Bitcoin holdings to 614,639 BTC ($58.07B) as reported by ishares.com. This substantial accumulation by a leading institutional investor signals strong institutional demand, which could influence Bitcoin liquidity and support bullish trading sentiment among market participants. Traders should monitor further ETF inflows and potential impacts on Bitcoin price volatility and supply dynamics. (Source: Lookonchain, ishares.com)

According to @Bitcoin on Twitter, the total supply of Bitcoin is permanently capped at 21 million coins, with no possibility of increase. This fixed supply model is a key factor in Bitcoin’s value proposition, contributing to its scarcity and appeal among traders seeking deflationary assets (source: @Bitcoin, Twitter). Traders should note that as the circulating supply approaches its maximum, potential supply shocks and heightened demand could increase price volatility. Monitoring on-chain metrics as the supply nears the 21 million limit is critical for trading strategies, especially as mining rewards decrease and long-term holders impact liquidity.

According to Crypto Rover (@rovercrc), large Bitcoin holders, known as whales, are increasing their activity in the market as of April 30, 2025. This trend indicates a tightening supply, making it increasingly difficult for individual investors to acquire a full Bitcoin. For traders, increased whale accumulation often signals potential upward price pressure and reduced liquidity, which could lead to more volatile price swings. Monitoring whale wallet movements is essential for anticipating significant shifts in Bitcoin price action (source: Crypto Rover on Twitter).

According to Crypto Rover (@rovercrc), the fixed supply of 21 million Bitcoin compared to a global population of 8.2 billion people highlights a fundamental scarcity, which is a key bullish factor for traders. This unique supply-demand dynamic is often cited by analysts as a driver for long-term price appreciation in Bitcoin, making it a critical consideration for portfolio allocation and trading strategies (source: Crypto Rover, Twitter, April 27, 2025).

According to Miles Deutscher, the supply dynamics of gold and Bitcoin are moving in opposite directions, with gold production increasing to meet demand, while Bitcoin's production is decreasing despite rising demand. This divergence could impact trading strategies, as Bitcoin's limited supply may drive its price higher, making it a potentially lucrative investment compared to gold, which has a more elastic supply response.