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Bitcoin Miner Balance has never been so low (Patreon)

Published:
2025-08-07 17:52:01
Imported:
2026-06
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Content

Bitcoin Miner reserves from TABI model has never been so low.

Fun math

MSTR has bought 183,000 BTC so far this year

ETFs have bought 182,000 so far this year

Miners are nearly tapped out and the big ones are HODLing

OTC desks typically get replenished by miners

If MSTR and ETFs do what they did again over the next 5 mths a supply crunch will hit.

Not saying Supply Crunch... but we have never been this close.

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Comments

Ageless

How close are we?

Daz

Or. Smart whales will continue to dollar cost avg out as it moves up just as all good traders do. Which continues to create new liquidity as the price rises

r4intra

There’s no supply crunch, the asset is divisible to the satoshi level. For the “supply” crunch you’d need the supply of sellers to exhaust. Makes no sense.

little seal 🦭

We could be starting a parabolic traditional cycle phase, the timing seems to line up

little seal 🦭
>>183247529

Makes perfect sense. Retail buyers are more numerous than sellers and the miners don’t have much to sell. Therefore the trade desks could get low and cause large buyers to use the open market. That’s the theory.

TT

Wanted to get feedback from the community. I was waiting til November to sell all of my miners and 1 x it and rotate to tsla. I have a good size tsla bag so I was thinking swapping my miners into cep, asst, circle as well had load up more on tsla.

Cmoney$$
>>183246149

Correct they will always be sellers that is just the simple free market for u. However these OG whales in it from the start are not all just going to sell once we go up… they are in it for the long run

iroc007

I know you say the data is there and easy to find but ty for posting the data.

Santos Saints

Didn’t a part of the 80.000 btc from the OG account last month flow in the OTC desks ??

Lauren

What’s going on with Cleanspark? I’ve been holding it for too long waiting for some momentum but 0 !!!

Nick-1010101
>>183264033

CEP, ASST, and other treasuries might enter a phase where they underperform the way miners have for many months. Might want to rotate into more certain bets if you are tired of the miner anguish.

LebZeppelin

I thought mstr will pause buys till achieving 2.5 mnav premium?