E2375 - 2375: $100T Bitcoin Scarcity - There Aren't Enough Coins
Published: June 21, 2026
Duration: 17:07
There aren't enough coins.
Today we discuss Bitcoin scarcity, Michael Saylor's continued accumulation strategy, Adam Back's supply shock thesis, Pantera Capital's nation-state Bitcoin forecast, and why long-term holders now control a record percentage of the total supply. We also examine why many investors may be underestimating the impact of growing institutional, corporate, and sovereign demand on a fixed 21 million coin supply.
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