Part 6/13:
A detailed breakdown reveals that top institutional players—BlackRock, Fidelity, and Ark—collectively hold the majority of ETF Bitcoin holdings. BlackRock alone has accumulated over 25,000 Bitcoin in its ETF, rapidly approaching what could be a significant supply crunch.
Supply Crunch Implications
BlackRock's ETF is absorbing an average of 6,250 Bitcoin daily, vastly outpacing the new Bitcoin supply of approximately 900 per day. If such demand persists, it could drain the entire new supply in as little as 14 days, creating a monumental supply shortage.