2318: $10M Bitcoin Accelerates - Supply Shock Breaks the Market

Bitcoin is no longer moving in a normal market cycle. In this episode, we break down the accelerating supply shock as Strategy moves to absorb 450,000 BTC this year while institutional demand from firms like BlackRock continues to scale. At the same time, long-term holders and sovereign entities are removing supply from the market, compressing available liquidity.

This marks the shift from accumulation to acceleration. As supply tightens, price discovery begins to break, and instead of moving gradually, Bitcoin starts to gap higher as buyers compete for fewer available coins. We explain why most investors are measuring price instead of supply - and how this dynamic could push Bitcoin toward $10M far faster than expected.

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