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Bitcoin News Host
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Bitcoin News Host
There's only 2 to 3 million bitcoin left for sale right now.
Bitcoin Analyst/Commentator
Not 21 million.
Bitcoin News Host
Not even close. And the market hasn't priced that in yet. Today I'm going to break down why the bitcoin liquid supply is collapsing in real time and why that's exactly how we get to $2 million per bitcoin faster than anyone expects. There aren't enough coins for every millionaire to own one bitcoin. Let that one sink in yo. Roughly 2 to 3 million coins for the entire world to fight over. And that's why $2 million bitcoin is
Bitcoin Analyst/Commentator
not as crazy as it sounds. It's what the math is pointing to.
Bitcoin News Host
And here's what changed as of 2026
Bitcoin Analyst/Commentator
14.8 million BTC, roughly 75% of the
Bitcoin News Host
supply is now illiquid.
Bitcoin Analyst/Commentator
Which means locked, dormant, not moving and not for sale. Let that sink in because that leaves only about 22 to 25% of Bitcoin. And as the liquid supply and on the exchanges, just 2.7 to 3 million bitcoin available for immediate trading. But it gets even tighter.
Bitcoin News Host
An estimated 3 to 4 million bitcoin
Bitcoin Analyst/Commentator
are permanently lost and gone forever. Which means the real supply isn't millions upon millions. It's whatever holders are willing to sell. And right now that number is collapsing. This is the part most people still don't understand. Bitcoin isn't scarce because of the 21 million. Bitcoin is scarce because almost nobody is selling. Long term huddlers are locking it away. The smart money corporate treasuries are accumulating. Great example strategy 762,000 Bitcoin ETFs are absorbing daily supply. I bit the largest bitcoin most successful ETF of all time. Close to 800,000 bitcoin locked up within two years. And every cycle more Bitcoin disappears from the market. This is exactly what Max Kaiser has been warning us about. The gap between the have knots and the have yachts will grow rapidly. And he's right. And now he's already moved that target higher. 2.2 million dollar Bitcoin. Because once Bitcoin gets absorbed, there's no coming back. And it doesn't stop there. Because in other interviews recently with Russell Brand, Max Kaiser has gone even further, calling for 10 million dollar Bitcoin as global debt spirals and capital searches for a finite store value. Now we zoom out. Global capital is measured in hundreds of trillions. And every one of those dollars is competing for the same finite bitcoin. Still around 1.35 trillion dollar asset class today. That means it doesn't need mass adoption. It just needs a small percentage of capital to move. Even if a fraction of the global capital reallocates into Bitcoin, it collides with a shrinking pool of just 2 to 3 million coins. That imbalance doesn't resolve slowly. It snaps. And when it snaps, it doesn't ask for permission. This is how analysts arrive at the $1.6 to $2 million Bitcoin prediction, just from the gold market parody alone. Today, gold is roughly 36 trillion total market cap. And that's before factoring in the institutional adoption, the sovereign wealth allocation, the retirement plans, the 401ks, the regulatory clarity, the inflation and debt pressures, and the global hash war. This isn't hype, it's math meeting reality. Because when trillions of dollars start competing for supply, that isn't there. Bitcoin doesn't trend higher. It reprices fast, violently, as Samson says, a violent upheaval. This is how we go from 100 GS to 500,000 to 1 million and to 2 million per Bitcoin. Not gradually, but in sharp aggressive moves. Because at that point, there's simply not enough Bitcoin left to meet demand. And once that reallocation hits globally, the realization the move won't wait and the window to accumulate is closing. This isn't a bull market. It's a supply crisis. So the real question isn't will Bitcoin reach 2 million JV? It's what happens when the world realizes there isn't enough bitcoin left for everyone and the market hasn't priced that in yet. Let me know in the comments right down below.
Bitcoin News Host
Hawk Elon wrote, this is what I
Bitcoin Analyst/Commentator
tell my fam and friends. But they still don't get it. Exactly.
Bitcoin News Host
People hear 21 million and think there's plenty.
Bitcoin Analyst/Commentator
They don't realize how little is actually available to buy.
Bitcoin News Host
You know there's not enough for everybody.
Bitcoin Analyst/Commentator
Simple math.
Bitcoin News Host
John Albert Anderson said if you have
Bitcoin Analyst/Commentator
67 GS you can find one to buy. But no, it's not a TH000 anymore. Exactly. Price is what rations scarce supply. You can find one until you can't. That's how every supply shock plays out.
Bitcoin News Host
Michael wrote nobody wants bitcoin.
Bitcoin Analyst/Commentator
So what's your point?
Bitcoin News Host
Bitcoin is only traded within the cult.
Bitcoin Analyst/Commentator
The rest of the world moved on like Satoshi himself a long time ago.
Bitcoin News Host
I put if nobody wanted bitcoin why
Bitcoin Analyst/Commentator
is supply disappearing from the exchanges? Markets don't lie.
Bitcoin News Host
Chris put do you have sources for the 75 bitcoin ill liquid locked up? I thought the number was like 5
Bitcoin Analyst/Commentator
to 6 million locked up or illiquid. I put good question. The 75 comes from glass nodes ill liquid supply data based on wallet behavior and spending patterns. Not just the lost coins.
Bitcoin News Host
It includes long term huddlers and entities
Bitcoin Analyst/Commentator
that historically don't sell. So it is unlikely to move supply not permanently locked. Lost coins estimated to be 3 to 4 million are just one piece of that equation and some analysts suggest even higher. Could be 4 or 5 million. And now check this out from Michael Dobin. He wrote Good Morning. Despite the price action and Bitcoin being ropey this week, Bitcoin holdings on the Exchanges have dropped by 23,700 bitcoin so total over four weeks. Pay attention for 57,000 bitcoin have left the exchanges. That's the net outflow. The total on the exchanges right now is 2.4 million. Bitcoin still near the seven year lows. Meanwhile the mining supply is only 3150 per week which breaks down to roughly 450 Bitcoin per day or 3.125 Bitcoin per block every 10 minutes. But there you go yo. You can see in real time there is a supply shock crisis happening in real time. Just most people won't see this until it is too late.
Bitcoin News Host
Now let's check out some of these headlines from Max Kaiser. Kaiser predicted the gap between the have nots and the have yachts will grow rapidly leading to bitcoin exploding to $2 million per coin. And he has published quite a lot of articles or have been mentioned in a lot of the mainstream articles. So shout out to the high priest, the one and only Max Kaiser. He wrote here the Prime Minister cartels are shattering USD and WRC is in shambles. Bitcoin is both the instigator and the beneficiary. $2.2 million bitcoin incoming. I say send it. He put note politically we'll see the Republicans with bitcoin break away from the Dems holding the fiat money. States like California will die along with
Bitcoin Analyst/Commentator
the fiat money Snap.
Bitcoin News Host
This was off the back when goal soared to 4,200an ounce for the first time in history. This was October 15th, right around the time Bitcoin hit its all time high of 126 and then gold continued to surge. It hit roughly 5600 before having the
Bitcoin Analyst/Commentator
biggest correction it's had in 50 years
Bitcoin News Host
and silver also corrected very significantly.
Bitcoin Analyst/Commentator
Also Ark Invest CEO Kathy Wood doubles down on 2.4 million dollar Bitcoin case I did cover this last year and that's when Max chimed in here Kathy says 2.4 million Bitcoin just to be cheeky since I raised my target to 2.2 million and he's right, Max did raise his target first so I got to give him credit there. Also Max and Stacy strike again. The Mideast Dam A demand has burst. Trillion doll buy orders on tap God candle incoming $2.2 million Bitcoin in play. This was off the back of the news last year of Abu Dhabi Sovereign wealth fund buying 436 million and Bitcoin ETFs just in.
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Bitcoin Analyst/Commentator
The first quarter you know. And here's a recent interview of Max being featured on Russell Brand's podcast. I highly recommend listening to the entire episode, but I pulled the specific clip where he predicts Bitcoin will be above $10 million. Check it.
Economic/Bitcoin Commentator
Remember World War II was the result of the reparations Germany had to pay after World War I. Well the America and the UK are facing the same problem. They're paying reparations to the banks and the private equity groups that have stolen all the assets and replace it with debt. Right. They're off on their yacht in St. Bart's on a 300 and 400 foot yacht. But all that money came out of extraction from ongoing enterprises, leaving debt in its wake. And now nobody can pay the debt. So they're going to go to war or they're going to try to confiscate. Well, bitcoiners are looking at this and saying we can only. Our assets can only go up in value in this scenario and it's unconfiscated. So on one hand I hate to see this type of conflict coming, but on the other hand I'm conflicted because I know that means my bitcoin's going at $10 million a coin.
Bitcoin News Host
Exactly. When there's war, there's more money printing that makes Bitcoin that much more desirable. It's a hedge against inflation, chaos and and uncertainty. Another key point he just nailed. Bitcoin is unconfiscatable. It is the only asset class they cannot confiscate if it is properly self custied. Can the forces of evil theoretically confiscate Bitcoin etf btc? Abso freaking lutely. If it's sitting on an exchange or by any custodian, it's as simple as a letter from the President saying in the name of national security we have
Bitcoin Analyst/Commentator
to seize all the bitcoin available.
Bitcoin News Host
And that's precisely what they'll do. Never underestimate thy enemy. We've seen it before with the Gold Seizure act of 1933. And if they've done it before, they can do it Again, but they cannot take properly self custodied bitcoin. So paper Bitcoin is one thing, you know, if it's on Coinbase. Sorry, that's why you don't leave your coins on the exchange. There's a famous quote, not yo keys nacho coins. Or as I prefer to say, nacho keys nacho cheese. You know what I mean? But that's why it's very important to learn how to properly self custody your bitcoins. The forces of evil cannot take it. But let me know your thoughts surrounding Max Kaiser's ten million dollar price prediction and if you saw that episode where he was on Russell Brand's podcast and shout out Russell Brand, what makes Bitcoin unique amongst all asset classes?
Bitcoin Analyst/Commentator
Well there's several reasons, but the biggest one is this. No CEO, no corporation, no governance. Protocol based, decentralized and immutable. Any questions?
Bitcoin News Host
We'll continue with the bullishness. So yeah, is Bitcoin about to hit unimaginable heights? You let me know. We also have Kathy Wood. Arc invest raises 2030 bitcoin price target to as high as 2.4 million in her bullish scenario. That's right. I'd love to break this one down for you as well. This is actually published on our website dated April 24, 2025.
Bitcoin Analyst/Commentator
In ARCs Big Ideas 2025 report, they updated their Bitcoin price targets for 2030 projecting the bear, the base and the bull cases of 300700 $10,001.5 million per Bitcoin as broken down here in this chart. You can see the base case on the left with a CAGR of 21%. Sorry, the bear case that is. You can see the base case in the center with a CAGR of 40%. And then you can see the 2030 price target bull case with a 58% CAGR at 1.5 million price target assumptions.
Bitcoin News Host
They wrote Our price targets are the total addressable market contributions at the end of the 2030 based on the following formula broken down right here. Our supply estimate is based on Bitcoin's deterministic issuance schedule, which will approach 20.5 million units by 2030. And FYI right now, more recently, Bitcoin just achieved its 20th million coin milestone, which means there's less than a million Bitcoin left to be mined between now and the year 2140. Anticipated contributors to capital primarily number one, the institutional investment primarily through the spot ETFs. Number two, referred to some by as digital gold. Bitcoin is Nimbler, more transparent store value relative to gold. And three, emerging market investors seek a
Bitcoin Analyst/Commentator
safe haven that can protect them against inflation and devaluation.
Bitcoin News Host
Now anticipated contributors to capital accrual number one, nation state Treasuries as other countries follow the US with bitcoin strategic reserves. Number two corporate treasuries as more companies diversify fiat cash with bitcoin and number three Bitcoin on chain financial services as bitcoin substitutes for legacy finance.
Bitcoin Analyst/Commentator
And as of 2024 the global portfolios TAM excluding goals 3.6% share is 169 trillion. So applying an assumed 3% CAGR results in a value of 200 trillion by 2030. Now where did you hear that 200 trillion quote before? Michael Saylor yesterday I played the video clip fam he was suggesting by the time he has 7 and a half percent of the Bitcoin supply will have a 200 trillion dollar market cap. If you missed yesterday's episode I strongly encourage you to check it out. But anyways going on we assume one and two and a half percent penetration rates for the bear and base cases respectively. Both of which are lower than goals 3.6% share today. As a result the baron based cases represent present conservative views on the bitcoin adoption. In the more aggressive bull case we assume that Bitcoin's penetration hit six and a half percent nearly double the gold's current share as broken down here gold market cap in 2024 here's the crazy part, it was only 18 trillion. Now that gold has soared since then, we're closer to 36 trillion. So the market cap has effectively doubled in less than two years which is truly mind boggling.
Bitcoin News Host
And then you can see the emergent market safe haven which is another, you know, reason people like to stash their bitcoin. And we got bitcoin tapping into all of these pools of capital. So to move the needle we don't need a lot of that capital to flow into bitcoin. If just a small percentage Bitcoin ends up going parabolic. And that's why we have these very bullish price targets on screen from Ark Invest ranging from a half a million dollars by the year 2030 to 2.4 million. In their latest update that's assuming a CAGR of 72%. Let me know if you agree or disagree with some of these particular predictions. And next up Tom Lee explains that the higher gold climbs, the higher Bitcoin's
Bitcoin Analyst/Commentator
future price will be.
Bitcoin News Host
And he goes on to say I
Bitcoin Analyst/Commentator
still see $3 million per coin.
Tom Lee
Well, gold is moves first and then bitcoin catches up. So I think that there is going to be. The network value of gold just went up by a lot. And so let's say gold settles at 5,000. That puts fair value of Bitcoin, you know, like 16 to 2 million if it matches gold's network value. So I think it's actually helping bitcoin's future terminal price. So you think that if Gold settles at 5,000, Bitcoin, you know, you take
Bitcoin News Host
the gold market cap divided by the
Tom Lee
number of bitcoin then you get 1.6 to $2 million per coin. What's time frame for us to get there? Well, I, I mean I can see that in five years for bitcoin. So I think. Five years. Yeah, yeah, I think bitcoin, yeah, I think bitcoin. Bitcoin doesn't get capped by gold, it actually gets pulled up by gold because it's growing the monetary base. Right. As you know, bitcoin makes its move in 10 days a year. So are bitcoin's best days in the fourth quarter? Probably.
Bitcoin News Host
And some key words right there. Bitcoin makes its biggest move in 10 days. It's typically in the fourth quarter. So what he's trying to say is we can anticipate bitcoin going parabolic in a very short time frame. It's like bitcoin is collapsing time frames. Bitcoin is equivalent to Gohan. That's what I'm trying to say to my Dragon Ball Z fans out there. But I do think he is right. I want to know your thoughts. Gold pulling up the price of bitscoin. Because I feel that capital in the gold market cap right now, 36 trillion ballpark, a lot of that's going to be flowing into bitcoin. The question becomes how much of that capital rotates into bitcoin as Samson malcoin, the great rotation. Let me know your thoughts. I personally feel by the time bitcoin's market cap climbs at a factor of 30x because today it's only 1.3 trillion, it's a drop in the bucket. We can anticipate multi million dollar bitcoin price. I think Tom Lee is spot on. Two, $3 million per coin, easy peasy. He says within the next five years. What are your thoughts? Let me know in the comments. A lot of these markets are going to end up trending towards zero.
Bitcoin Analyst/Commentator
You know, real estate alone is hundreds
Bitcoin News Host
of trillions and bitcoin is beginning to demonetize real estate in real time. A great example is real estate billionaire mogul Grant Cardone. You know, rotating out of his real estate. It's bitcoin investment.
Bitcoin Analyst/Commentator
In fact, he just uploaded a photo with the laser eyes. Clearly he sees something still most the masses don't see yet.
Bitcoin News Host
And we're still early. And that's where people don't understand how
Bitcoin Analyst/Commentator
early we truly are. People are like, oh my God, it's 66,000. You know, what do I do? Oh, you stack more bitcoin.
Bitcoin News Host
So in 10 years you can be like, yo, bitcoin's at like 6 million.
Bitcoin Analyst/Commentator
I'm glad I bought at 66 J's
Bitcoin News Host
when Terence Howard was telling everyone is going to die. And don't forget to check out bitcoin news alerts.net for the full premium experience with video and to participate in the live stream along with the Q and A. And I look forward to seeing you on tomorrow's episode. Hoddle.
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In this high-energy, conviction-packed episode, Bitcoin News Alerts dives deep into the mounting Bitcoin supply crisis, exploring why the liquid supply is collapsing and what this means for price predictions as bold as $2 million and beyond. With the backing of legendary Bitcoiners like Max Keiser, the show delivers no-nonsense analysis on why demand is set to far outstrip available coins and explains the math and psychology behind a historic potential repricing event. The episode is peppered with fresh data, community Q&A, and big-name predictions—including bullish takes from ARK Invest’s Cathie Wood and analyst Tom Lee.
On the Liquid Supply Crisis:
Max Keiser on Wealth Disparity:
On Institutional FOMO:
On Self-Custody and Confiscation Risk:
Tom Lee on Price Trajectory:
The episode’s core thesis is that a rapidly collapsing liquid supply and massive inflows from institutions, ETFs, and global capital are converging into a historic supply crunch for Bitcoin. The podcast sets the stage for parabolic price movement, with targets ranging from $1.5M to $10M per coin, as an inevitable function of math, psychology, and macroeconomic trends—not mere hype.
Tone: Urgent, bullish, and unapologetically pro-Bitcoin, with an emphasis on sovereignty and self-custody as the only path to security and generational wealth.
End Note:
Listeners are reminded, “This isn’t a bull market. It’s a supply crisis.” (Analyst, 05:59). The window to accumulate BTC is closing—and only those who understand (and act on) the math will benefit when the repricing shock arrives.
For more detailed charts, Q&A, and live streams:
Visit bitcoinnewsalerts.net and participate in tomorrow’s episode.
Final word: Stack hard. Stay sovereign. 🟧