
2475: $2 Million Bitcoin Supply Shock - Saylor Is About To Set It Off
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About this episode
Samson Mow is predicting a Bitcoin supply shock as Michael Saylor, Adam Back and an expanding wave of corporate and institutional buyers compete for increasingly scarce BTC. Strategy alone now holds 847,666 Bitcoin, while BlackRock's IBIT controls more than 800,000 and U.S. spot Bitcoin ETFs collectively hold roughly 1.3 million BTC.
Today we break down the supply shock thesis, the potential path toward $2 million Bitcoin, fresh ETF inflows, Bitcoin's performance against gold, October's historical strength and why the competition for available BTC could be entering a completely different phase.
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