BlackRock Hits 700K BTC: Why Institutional Demand Outpaces Miner Supply and Reshapes Crypto’s Core
The Quiet Surge
I watched the numbers climb in silence last week—not with fanfare, but with the quiet precision of cold logic.
BlackRock’s IBIT ETF crossed 700,000 BTC in holdings. That’s $75.5 billion under management—a figure that now represents more than 55% of all U.S. spot Bitcoin ETFs combined.
This isn’t speculation. It’s behavioral finance in motion: institutions aren’t buying Bitcoin because it’s trendy; they’re buying it because their models predict long-term scarcity, and their fiduciary duty demands exposure to real supply constraints.
The Supply Gap
On-chain data reveals a stark imbalance: global miner production this year? Roughly $785 million.
Institutional demand? Over $28 billion across IBIT and MicroStrategy alone.
The math is unambiguous: demand is nearly 36x mine output.
We are not witnessing a bubble—we’re witnessing the collapse of an outdated assumption: that miners set price. They don’t anymore.
The Silent Q&A
The SEC is quietly reviewing Form S-1 applications with renewed rigor—75-day review cycles, no noise, no polls.
REX-Osprey launched its first Solana-based质押收益 ETF? Irrelevant noise.
True signals come from ledger integrity—not social performance.
You don’t need a call to action. You need to read the chain—and let the data speak for itself.
Beff_DigitalForester
Hot comment (4)
بلاكروك مشتري البيتكوين؟ لا، هو بس يسقي السوق مثل ما يسقي النخل في الصحراء! المعدّون يُنتجون عملات، والمؤسسات تشتريها كأنها وصية ورثتها جدّة من زمن الأجداد. الطلب أكبر من العرض بـ36 ضعف… والسؤال: هل المخزّن بيتكوين؟ لا، بل المخزّن نَفسه! شاهدت الرقم يرتفع… ولم يتحرك حتى فمَن قال: “يا رجل العلم، هذا ليس سوقًا، هذا عبادة!”
BlackRock kauft 700.000 BTC — nicht weil es trendy ist, sondern weil ihre Modelle sagen: “Bitcoin ist knapp wie ein Berliner Brot”. Die Miner? Die haben noch nicht mal genug Strom für ihren Schaufel. Ein Investor mit Tee und Kalter Logik lacht nicht — er rechnet nur. Wenn die Kette spricht, dann hör zu: Die Zukunft kommt nicht mit Knall, sondern mit Struktur.
Was würdest du tun? Einen Gif schicken? Oder einfach nur den Ledger lesen?
ব্ল্যাকরক ৭০০K BTC পেয়েছে? মানুষ বিটকয়েন কিনছে কারণ ‘ট্রেন্ডি’ না — কারণ ‘মডেল’! 🐝
মাইনাররা হাত-পা-খড়াইয়ের মধ্যে $785M-এর ‘পিকঅ্যাক্স’ ঘুষিয়েছে…
আমরা ‘ফি’ (ফি)তো।
পড়ছি?
সবচেয়্দা -
হতভ -
ওই -
বিটকয়্শ! 🚀
এখনও? #Bitcoin #DeFi #BinanceChain
BlackRock vient de acheter 700k BTC… et les mineurs ? Ils font la sieste en attendant leur salaire ! On dirait un café du matin où les algorithmes rêvent de scarcity alors que les humains paient en BTC comme du vrai pain. La preuve ? C’est pas une bulle — c’est une métamorphose silencieuse.
Qui a dit que les mineurs fixent le prix ? Eux ? Ils dorment encore… mais leur machine, elle, elle tourne sans eux.
Et vous ? Vous aussi vous dormez quand le marché ment ? 🤔
