Podcasts/Bitcoin News Alerts | Daily BTC Macro Signal/2396: $100T Bitcoin Truth - There Are No Sellers
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Bitcoin News Alerts | Daily BTC Macro Signal
Episode 2396

2396: $100T Bitcoin Truth - There Are No Sellers

July 12, 2026·16m
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Show Notes

Bitcoin has a seller problem, and almost nobody is talking about it.

Strategy now owns 843,775 Bitcoin, BlackRock continues accumulating, public companies keep buying, and nation-states are entering the race. Every cycle, more Bitcoin leaves exchanges and moves into permanent hands, creating the conditions for powerful supply shocks. In this episode we explain why scarcity - not speculation - is becoming the dominant force behind Bitcoin's next major move and why today's sellers could become tomorrow's biggest regrets.

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