Part 7/14:
The presenter explores what happens when an influx of $1 trillion in Bitcoin demand meets a static or reluctant supply. This hypothetical underscores the potential for a “buy-side squeeze,” reminiscent of bond markets suffering from "no bid" scenarios. Interestingly, evidence suggests that large institutional players, including those shorting the market, suffered losses during recent rally attempts, leading to a short squeeze that further propels Bitcoin's price.
Long-term holders are resuming accumulation, with recent days seeing a net inflow of 70,000 BTC. This reaccumulation is powerful validation that the “game theory”—where strategic accumulation at key points is instrumental—is now activated.