2322: $10M Bitcoin - $17 Trillion Capital Shift Begins

Michael Saylor is closing in on the Bitcoin Rubicon as Strategy approaches 1,000,000 BTC, while BlackRock's ETF complex rapidly accumulates Bitcoin at scale. This convergence of corporate and institutional demand is removing supply from the market and setting the stage for a structural supply shock.

At the macro level, a $300 trillion credit market and a potential $4 trillion near-term expansion are beginning to collide with Bitcoin's fixed supply. As ownership concentrates and liquidity tightens, the conditions for a major repricing event are forming.

This episode breaks down the mechanics behind Bitcoin's next phase and why the market may be underestimating what comes next.

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