🚀 Bitcoin’s Illiquid Supply Tops 14M BTC as Institutional FOMO Goes Parabolic

Wall Street's Bitcoin grab accelerates as HODLers dig trenches

The Great Bitcoin Lock-Up

Over 14 million BTC—enough to make a central banker sweat—are now locked in diamond hands. Institutions are panic-buying like it's 2021, but with actual compliance departments this time.

Liquidity Crisis or Power Play?

Market makers watching order books thin faster than a trader's hairline. This isn't your basement-dweller's bull run—BlackRock's parking more BTC than Satoshi's alleged stash.

Post-Halving Hunger Games

Miners laugh all the way to the (cold storage) bank while ETF issuers fight over scraps. Meanwhile, your financial advisor still thinks 'blockchain' is a new Equinox class.

The real question? Whether this supply squeeze triggers price discovery—or just discovers how many whales can play musical chairs before the music stops.

Chart showing steady rise in illiquid Bitcoin | Glassnode Institutional FOMO in Bitcoin This trend is further evidenced by the increasing number of companies adopting Bitcoin as a treasury asset. This week alone, more than five companies have announced new Bitcoin acquisitions. Specifically, Anthony Pompliano’s ProCap BTC purchased 3,724 BTC for $386.5 million, followed by another 1,208 BTC for $128 million, totaling 4,932 BTC worth $514.5 million. Moreover, Michael Saylor’s Strategy acquired 245 BTC after a $1 billion purchase the previous week. Smarter Web expanded its long-term Bitcoin treasury with a new acquisition of 197 BTC. Méliuz S.A. also acquired 275.43 BTC following a share offering, bringing its total to 595.67 BTC. The Blockchain Group added 75 BTC, bringing its total to 1,728 BTC. Earlier today, Metaplanet announced the acquisition of 1,234 BTC for approximately $132 million. The company now holds 12,345 BTC, purchased for a total of $1.20 billion. https://twitter.com/gerovich/status/1938070014889714005 With this heightened trend of accumulation, combined with the fact that fewer coins are readily available on the market, Bitcoin may be setting up for its next major rally due to a looming supply shock. How Bitcoin price Could React to a Supply Shock Speaking at Bitcoin Conference 2025, Eric Trump argued that BTC could hit $170K by the end of 2026 due to surging demand outpacing available supply. He cited that a year ago, fewer than 100 companies held Bitcoin; now, that number has more than doubled. OTC desks and exchanges are reporting dwindling BTC inventory, making it harder for institutions to acquire more. “Everyone wants Bitcoin, and no one wants to sell,” Eric said, suggesting that this supply squeeze could fuel significant price gains.