Seth
Seth|May 30, 2026 10:06
💵💵💵💵 How does Saylor's OTC buying effect BTC spot price? Short term: Surprisingly muted. When Strategy buys Bitcoin, they do it OTC, meaning they go directly through a broker or counterparty, not through public exchanges like Coinbase or Binance. This means the buys doesn't hit the order book directly. This means no big green candles as you would expect when someone buys for billions. Medium term: It is starting to add up OTC buys still need to be settled. The Bitcoin has to come from somewhere, usually miners or long-term OG BTC holders, or institutions that are rotating or re-balancing. When those sellers take cash and don't buy back BTC the net supply shrinks. Over long time the repeated large OTC purchases drain the float or at least tightens it. Less supply on exchanges meaning if demand rises... You know what happens. LONG TERM: Structural pressure upward This is where Saylor's Strategy is turning the whole table and make it spin. Strategy has purchased 843,738 BTC which means... There is 844K less BTC on the supply side. It is now permanent part of Strategy's balance sheet. It is removed from the circulating supply of the BTC ecosystem. Combined with the 21M hard cap and 4M BTC lost.... Well do the damn Math. You don't even have to be good at math. Long term when demand rise it will create a higher price floor with a shrinking supply. Bookmark this so you don't have to feel lost every time influencers confuses you. This is the Alpha you have been searching for. #Bitcoin MSTR(Seth)
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