2025-12-17 04:22:59

Major institutional players are flagging a critical shift in Bitcoin demand patterns. According to recent assessments from leading asset managers, Bitcoin ETF inflows are approaching a threshold where annual purchasing could exceed the total Bitcoin supply generated through mining annually.

This dynamic suggests a fundamental supply-demand imbalance taking shape. If ETF accumulation indeed surpasses annual mine production, it would create sustained upward pressure on available Bitcoin in the market—a structural shift that hasn't materialized before. The implications for price discovery and market structure could be substantial, potentially reshaping how investors think about Bitcoin's scarcity narrative and long-term positioning.

BTC0.17%

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ReverseTrendSister

· 4h ago

Supply and demand imbalance? This time isn't just hype, is it real or fake? --- Wait, mining output is being drained by ETFs... Are institutions going all out? --- Oh my, here comes the scarcity narrative again. They say it every time, but what’s the result? --- If it truly exceeds annual production, that would be outrageous. We’ll have to see if it can be sustained later on. --- Are institutions fooling us into buying, or is this really happening? Feels a bit too perfect. --- Supply and demand reversal? I feel like this story is told every year. --- Alright, alright, I’ll believe you this time, but don’t change your mind at the last minute. --- Structural shift... Just listen, don’t take it too seriously.

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TestnetNomad

· 4h ago

I've heard the argument of supply and demand imbalance too many times; let's see when that day actually comes. Buying ETFs exceeds mining? That logic is way too optimistic; reality always proves us wrong. Full of confidence, just waiting for the moment to be slapped in the face. The institutions are starting to spin stories again; let's see how long they can keep it up this time. If this trend continues, retail investors will have been washed out long ago, haha. I'm tired of the scarcity narrative; let's see the price increase speak for itself, brother. Is it really different this time? I feel like I'm hearing the same thing as last year. Upward pressure? Come on, with so many variables in the market?

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rugpull_survivor

· 4h ago

Is buying volume surpassing mining output? This time, the institutions are really going to bleed us dry, and retail investors will have to take the hit. --- Wait, will supply really be this tight? It feels more like hype. --- That's why I've always said holding coins is the way to go. Now you understand, right? --- Institutions come to harvest, and then the public opinion is just "scarcity" and "long-term optimism," same old story. --- If it truly exceeds mining output, then a price increase is understandable; it all depends on how high it can go. --- NGL, it feels like another inflated story, just waiting to be proven wrong. --- Holders say they are very calm; if they want to stockpile, they will. --- Institutional entry means the price will take off. I am optimistic about this wave. --- Stop hyping it; by the end of the year, there are still so many coins sleeping in exchanges. --- Does this logic hold? Miners aren't fools; will they just sell outright?

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Ser_APY_2000

· 4h ago

Is buying pressure surpassing mining output? If that really happens, it would be outrageous. It depends on whether institutions will really keep playing like this. They can't even consume all the newly mined coins annually, so there might be no ceiling for the price to go up. This isn't the first time hearing this, let's see how long they can persist. How many times have we said supply and demand will reverse? The core issue is whether selling pressure can keep up. This time, it feels a bit different, but don't get too optimistic. We need to wait for the data to speak. Can ETFs absorb the mining output this time? That's a bit exaggerated. Once institutions start hoarding, retail investors' days will be tough. With spot outflows and ETF siphoning, how can the market not rise?

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