Bitcoin has reached the lowest stock market reserve level in its history, which can be a harbinger of a major supply crisis. According to Cryptoquant data, this level was last found in 2022. However, the demand for Bitcoin continues to increase. Long -term investors continue to accumulate BTC despite price fluctuations. This supply narrowing may be a strong signal for Bitcoin in the coming months.
Is the Bitcoin supply in danger?
With the rapid purchase of BTC by corporate investors and individual whales, there is a major change in the market.
Last month, ETF exporters purchased BTC 20 times faster than miners produced. In total, it is estimated that Satoshi Nakamoto has more BTC than it has. This seriously threatens Bitcoin’s supply.
The amount of bitcoin in stock market reserves is recorded at a record low level
According to Cryptoquant data, the stock exchanges currently have only 2.5 million BTC, which is the lowest level of the last 3 years.
Although Bitcoin ETF exporters and major corporate investors continue to accumulate BTC in the USA, 69 %of the supply are individual investors. In addition, ETFs experienced the first weekly exit in 2025, which shows that supply problems are not limited to ETFs.
Is the supply crisis inevitable?
94.3 %of Bitcoin’s total supply has already been removed and a significant portion of the remaining supply may have been lost. Even a small increase in demand can start a new bull cycle.
This week, there has been a huge increase in individual investors’ interest in Bitcoin. The market witnessed a sharp rise in the long -term demand demand, which shows that investor confidence is high. Moreover, these investors gradually reduce selling BTC. When these factors are combined, the Bitcoin supply crisis may become inevitable.
Striking statement from Michael Saylor
In his recent statements, Michael Saylor said, “Every billionaire will buy a billion dollar Bitcoin and the supply crisis will be so big that we will stop measuring BTC with Fiat currencies,” he said.
On the other hand, the plans to create Bitcoin reserves of states in the US and other countries are on the agenda. Currently, 20 states are currently discussing the draft laws that envisage the establishment of strategic BTC reserves. If these plans are accepted, governments’ Bitcoin purchases may further compress the supply.
Considering the current levels, it is quite possible to experience a crisis in the Bitcoin supply. However, interest rates and global economic developments will also play an important role in the future of Bitcoin.
