Lark Davis recently sounded the alarm on an emerging “Bitcoin supply crisis.” Huge amounts of Bitcoin are being bought up by Wall Street through ETFs- $870 million in a single day, for example.
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Just this month, institutional buyers have snapped up nearly six months' worth of new Bitcoin supply. With limited availability on exchanges, this intense demand could drive prices higher as supply and demand play out.
Lark also noted that Bitcoin is close to reaching its previous all-time high. If history repeats, we might see a brief price dip before another big rally, similar to the 2020 cycle. Meanwhile, altcoins like Ethereum and Cardano are gaining traction. Projects are even working to link Bitcoin and Cardano, giving both networks a boost in liquidity and functionality.
With these trends in mind, it’s worth watching how growing institutional interest might shape the crypto market in the coming months.