Intuition vs your $BTC stack
06, May 2025
Institutions vs. your $BTC stack ⚔️
$BTC: The first trillion $ asset wey individuals get pass companies 🫵
Last night, I get one “Chai! Dis one just scatter my whole idea of Bitcoin!” moment as Telegram message land for my phone...
And now, I wan make you feel the same way.
But the tori first start for our Discord research channel…
1. For 9:32 AM (ET) yesterday, Raul drop dis one for chat
If dis chart mean anything, last year, we see how $BTC dey move from individuals go institutional funds – e fit explain the kain market vibe we dey feel now.
2. For 4:05 PM (ET) yesterday, Jay drop dis one for Telegram…
E come add dis chart wey show say out of the 21M Bitcoin wey dem go ever create 14.6M, or ~69% (nice) of the total supply dey individuals hand.
Part 1 of my “Chai! Dis one burst my head!” moment...
True true, e be like say institutions don take over Bitcoin world but if we check am well, dem just dey start the race, and we wey be retail holders don lap dem plenty times.
(Omo, we fit even don enter locker room dey bath self.)
And wetin retail holders no sabi do? Hold Bitcoin for long.
Which mean say if institutions wan collect $BTC from normal people hand, e go dey slow and scatter-scatter.
(I.e. the more people wey dey hold, the harder e go be to buy plenty $BTC.)
Part 2 of my “Chai!” moment...
Take dis one:
Come reason am well…
Di demand burst expectation for 2024:
For 2023, Matt Hougan (Bitwise’s CIO) talk say expectation of $10B-$30B in $BTC ETF inflows for 2024 na "joke" but the $BTC ETFs don already see net inflows of ~$36.2B for 2024.
ETF first year dey always slow meaning say 2025 and the years wey go follow fit even pass wetin we see for 2024.
Di supply wey remain no plenty again:
Only 5% of $BTC supply remain, and dem go dey release am small small from now reach 2140 (I swear) so e go hard to fit balance institutional demand and still keep $BTC price stable.
You dey feel am? Dat “Chai! Dis thing don clear for me” moment don dey come, abi?
Froala Editor