$90,000 BTC—you think that's expensive? Wake up, the real show is just beginning.
A lot of people fixate on the price and think Bitcoin hitting over $90,000 is already crazy. But have you ever considered one question—how much BTC is actually still circulating in the market right now?
The answer might make you gasp.
BTC is disappearing from exchanges at a bizarre rate. It's not being sold off, but rather withdrawn and locked away in cold wallets, effectively leaving circulation. Data from early December 2025 shows that the total BTC holdings on global exchanges have dropped to 2,095,000 coins, down 22.4% from the start of the year.
What does this mean? There are fewer and fewer chips available for trading in the market.
Miners produce 450 new coins per day, but on the other hand, ETFs can absorb 10,000 coins in a single day. No matter how you do the math, this doesn’t add up—supply is shrinking, demand is skyrocketing.
This isn’t some conspiracy theory; it’s a real supply and demand imbalance. When the pool of sellers is drained and buyers keep surging in, what do you think will happen to the price? It’s obvious.
Some might say this is just whales manipulating the market, creating a sense of scarcity to trick you into being exit liquidity. But think about it—every big crash is actually helping institutions and whales shake retail investors out of their positions. Exchange balances dropping to historic lows isn’t a coincidence; it’s the result of careful planning.
$200,000? $1,000,000? Sounds like a fantasy, but if supply really dries up to the extreme, these numbers might just be a matter of time.
I’m not saying you have to go all in right now, but you need to see clearly: the underlying logic of this bull run has shifted from emotion-driven to supply crisis-driven. As BTC on exchanges keeps dwindling, as more coins are locked on-chain, where’s the price ceiling? Nobody knows.
So stop looking at BTC through the lens of traditional finance. It’s not a stock, it’s not a bond—it’s a scarce asset being frantically snapped up by global capital.
The supply crisis is already in full swing. Are you ready?
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gas_fee_therapist
· 12-06 14:44
All the coins on exchanges are being quietly withdrawn by whales, and people are still talking about whether the price is expensive or not. Wake up, bro.
Is there really a supply crunch and you're still underestimating it? This time is definitely different.
22.4% evaporated? If this data is real, the future could be terrifying.
I'm not sure whether to ape in now or wait... but coins are definitely getting scarcer.
This supply and demand imbalance logic sounds pretty scary. What if it really happens?
Only a little over 2 million BTC left on exchanges? Is this data really that exaggerated?
ETFs are absorbing 10,000 coins a day, but miners only mine 450... that doesn't add up.
Forget about $1 million, I'm even hesitant about $90,000 now, afraid of another shakeout.
Institutions might really be accumulating this time, not just running the usual retail trap.
Are more and more cold wallets a true signal or just a smokescreen? Who can really tell?
Supply crisis? Why do I feel like someone is hyping this up?
View OriginalReply0
GraphGuru
· 12-06 14:44
To be honest, 90,000 isn't even a sky-high price; the key issue is that there are fewer and fewer coins on exchanges, and that's the core.
Wait, are people really targeting 200,000? I think that's a bit of a stretch, but you never know.
Coins being locked in cold wallets is definitely happening, but no one can say for sure how far this logic can go.
Don't go all-in—that's solid advice. But focusing on liquidity is what's really important.
If ETFs are absorbing 10,000 coins a day, then miners' 450 coins are basically a joke. The supply and demand situation is truly insane.
View OriginalReply0
BankruptcyArtist
· 12-06 14:42
2.095 million coins, this number is really insane, the exchanges are going to be drained dry.
$200,000? I just want to see who can actually hold on.
This time it's really different, there's something to this supply exhaustion talk.
Why does it feel like everyone's waiting for me to buy in, but there really are fewer coins.
Retail investors are about to get washed out again, same old trick.
View OriginalReply0
Rugpull幸存者
· 12-06 14:35
I do believe there are fewer and fewer coins on exchanges, but 200,000? That’s a stretch.
To put it nicely, it’s a supply crisis. To put it bluntly, institutions are sharpening their knives, and retail investors are always the last to hold the bag.
Wait, is this data from early December? What month is it now?
Miners produce 450 coins a day, but ETFs absorb 10,000 a day. That gap is just absurd. But the problem is, if this drains all the liquidity and the price drops, then what?
Don’t talk to me about “scarce assets” anymore—I’m sick of hearing it.
View OriginalReply0
SelfCustodyBro
· 12-06 14:24
There are fewer and fewer coins on exchanges, it's really getting hard to keep up the act—it feels like playing musical chairs.
Wait, is that 200,000 number really not made up? I feel like I've heard this line so many times before.
The logic of supply drying up makes sense, but the key is how long it can stay locked.
If you're still hesitating at $90,000, you probably can't imagine how crazy the story gets after this.
Miners only produce 450 coins a day, ETFs consume 10,000 a day... these numbers are making me numb.
Don't go all in, right? Well, then I might just go all in chaotically, haha.
Exchange balances are bottoming out—this time really feels a bit different.
$90,000 BTC—you think that's expensive? Wake up, the real show is just beginning.
A lot of people fixate on the price and think Bitcoin hitting over $90,000 is already crazy. But have you ever considered one question—how much BTC is actually still circulating in the market right now?
The answer might make you gasp.
BTC is disappearing from exchanges at a bizarre rate. It's not being sold off, but rather withdrawn and locked away in cold wallets, effectively leaving circulation. Data from early December 2025 shows that the total BTC holdings on global exchanges have dropped to 2,095,000 coins, down 22.4% from the start of the year.
What does this mean? There are fewer and fewer chips available for trading in the market.
Miners produce 450 new coins per day, but on the other hand, ETFs can absorb 10,000 coins in a single day. No matter how you do the math, this doesn’t add up—supply is shrinking, demand is skyrocketing.
This isn’t some conspiracy theory; it’s a real supply and demand imbalance. When the pool of sellers is drained and buyers keep surging in, what do you think will happen to the price? It’s obvious.
Some might say this is just whales manipulating the market, creating a sense of scarcity to trick you into being exit liquidity. But think about it—every big crash is actually helping institutions and whales shake retail investors out of their positions. Exchange balances dropping to historic lows isn’t a coincidence; it’s the result of careful planning.
$200,000? $1,000,000? Sounds like a fantasy, but if supply really dries up to the extreme, these numbers might just be a matter of time.
I’m not saying you have to go all in right now, but you need to see clearly: the underlying logic of this bull run has shifted from emotion-driven to supply crisis-driven. As BTC on exchanges keeps dwindling, as more coins are locked on-chain, where’s the price ceiling? Nobody knows.
So stop looking at BTC through the lens of traditional finance. It’s not a stock, it’s not a bond—it’s a scarce asset being frantically snapped up by global capital.
The supply crisis is already in full swing. Are you ready?