Bitcoin Supply Crisis Looms as Institutions and Governments Accelerate Accumulation

Bitcoin’s supply shock is accelerating, warns JAN3 CEO Samson Mow, as institutional and now government adoption intensifies. In a recent tweet, Mow cautioned that the days of buying Bitcoin below $100,000 are over, stating, “It’s too late to buy Bitcoin under $0.1 million.” He reminded the crypto community of Bitcoin’s limited supply of just 21 million coins, contrasting it with the hundreds of trillions of fiat dollars in circulation, urging investors to “do the math.”

This warning comes amid surging demand. The U.S. government, under President Donald Trump’s new executive order, has announced the creation of a Strategic Bitcoin Reserve (SBR), seeded with 200,000 BTC previously seized from illicit activities. In addition, Arizona and New Hampshire have passed legislation to establish state-level Bitcoin reserves, signaling a significant shift in sovereign interest in BTC.

Meanwhile, institutional demand continues to skyrocket. BlackRock’s iShares Bitcoin Trust ETF (IBIT) has seen 18 straight days of inflows, absorbing $69 million on Thursday alone and now managing over 572,000 BTC — valued at around $69 billion.

Bitcoin recently surged past $103,000, hitting its highest level since January and trading at approximately $103,170. With supply tightening and large-scale buyers stepping in, the available BTC on the open market is rapidly dwindling.

As the race to accumulate Bitcoin heats up, both retail and institutional investors are facing a new reality — Bitcoin’s scarcity is becoming more pronounced, and the window to enter below six figures may have already closed.