Part 3/14:
Analyzing the OTC desk Bitcoin holdings from 2019 onward reveals a consistent average of around 6,500 Bitcoin, sometimes peaking at 16,000. Given that ETFs are reportedly drawing around 14,700 Bitcoin daily, the OTC reserves would deplete rapidly if demand remains strong. The host expressed confidence that OTC supplies are not substantially influencing the market anymore, especially as recent demand data shows that Bitcoin purchased by ETFs far exceeds OTC holdings.