They're Buying While You're Panicking (And Supply Is Running Out) | Simply SatoSHE
Markets panic but big players accumulate: sovereign funds, ETFs and Michael Saylor buy into Bitcoin amid tightening supply, policy moves and custody debates.
Key Takeaways
- Sovereigns and institutions are buying through ETFs and custody products — Mubadala, Alwada and Dubai increased IBIT holdings (~$1.38B combined) during the crash.
- ETF flows reversed: four months of net outflows ended with a $458M inflow last Monday; fear remains high (Fear & Greed extreme), public sentiment expects sub-$50k.
- Bitcoin supply tightening: ~95% mined, ~20 millionth coin recently mined, remaining supply will slow (last mined ~2140); 2–4M likely lost, circulating ~16–17M.
- Michael Saylor doubles down: holds ~720k BTC, bought ~3k more; company prefers refinancing/rolling debt over selling — buys every quarter indefinitely.
- Policy and custody: H.R.2112 would create a strategic US Bitcoin reserve (1M BTC); Digital Asset Market Clarity Act stalled; experts urge self-custody, cybersecurity and residency planning.
- Mining, products and on-ramps: Mining Disrupt highlights rigs and Bitcoin+AI; BitcoinWell offers non-custodial on-ramp and recurring buys; promotional offers and prize incentives noted.
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They're Buying While You're Panicking (And Supply Is Running Out) | Simply SatoSHE
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