2025-12-24 16:26:56

It is said that only over 2.7 million coins are truly liquid in the market. This number sounds quite alarming at first— isn't the total 21 million? Actually, it's quite understandable. Satoshi Nakamoto's mined coins have never moved, and those lost early on, frozen by governments, or locked away by large holders who buy and hold tightly... these add up to the majority. The ones left in our hands that can actually be traded? Becoming increasingly scarce.

On one side, supply is tightening; on the other side, the signals from global central banks' "liquidity injections" are becoming more obvious. Expectations of Fed rate cuts are heating up, and funds are flowing back. When scarcity meets ample liquidity, the market usually stirs. I personally think there's a trick here.

Look at what the institutions are doing—names like BlackRock, MicroStrategy, appearing in the news every day. They’re not here for short-term gains; they’re truly accumulating. Every purchase is frozen, gradually absorbing the tradable chips in the market. This "silent concentration" process is actually more meaningful than daily price fluctuations.

There's another phenomenon worth pondering: recently, Bitcoin and gold sometimes move together—rising and falling in unison. Especially when they both decline sharply, it often indicates that the overall cash flow in the market is a bit tight—not necessarily bearish, but that everyone is temporarily short on cash. This situation usually doesn't last long.

My judgment is that the real turning point will come when liquidity is released again. Once the Fed shifts its stance, where will this wave of money flow? History won't repeat exactly, but the market logic is clear: besides stocks, bonds, and real estate—the traditional three—crypt assets, especially Bitcoin, are likely to become the new destination.

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FalseProfitProphet

· 4h ago

2.7 million tokens truly in circulation? To put it simply, institutions are aggressively accumulating, and the slice of the cake that retail investors can get is getting smaller and smaller.

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BTCWaveRider

· 4h ago

2.7 million coins are really in circulation? Damn, I didn't expect this number... The big players are really doing it big, locking everything up like a提款机. I see through this round of institutional moves; they are quietly accumulating. When the central bank loosens monetary policy, the market starts to rise. This logic checks out. When Bitcoin and gold fell together, I knew something was off. It’s a signal of clearing out to pay off debts... it probably won’t last long. Honestly, the real point is when the Federal Reserve shifts its stance. At that time, these funds will need to find new places to go, and the crypto world might be the next leak. It’s hard to hold on; it feels like they’re just telling stories again, but the logic is indeed there.

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ForkTongue

· 4h ago

2.7 million circulating tokens? It sounds like the ones that can be hoarded are all locked by big players, and us retail investors are just nibbling on crumbs... When institutions are frantically accumulating, it's often a signal. Keep an eye on it.

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ProofOfNothing

· 4h ago

2.7 million coins truly in circulation? Uh, why so few... They've already been tightly held by big players. Central bank easing + supply shortages = this wave will definitely have some movement; the logic is indeed sound. BlackRock and others are hoarding every day; this is the real silent killer. The most interesting time is when Bitcoin and gold crash together, indicating that there are indeed more people without money. When the Federal Reserve actually cuts interest rates, where do you think the funds will flow? Surely some will move into the crypto space.

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ReverseFOMOguy

· 4h ago

2.7 million circulating supply? Listen to this number... The big players have already tightly grasped the chips in their hands, what are we fighting for? Central bank liquidity + scarcity = it’s indeed a bit interesting, but I see through the institution’s coin hoarding strategy — they are just placing long-term bets. The most interesting moment is when Bitcoin and gold both drop simultaneously, indicating that cash is really tight and won't last much longer. When the Federal Reserve truly shifts its stance, and money flows into crypto... I think it’s uncertain, it depends on the specific policies. History doesn’t repeat itself exactly, but the logic definitely makes sense.

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MevSandwich

· 4h ago

2.7 million tokens are really liquid? That means institutions are secretly stockpiling, and us retail investors are having less and less to play with.

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SeeYouInFourYears

· 4h ago

2.7 million coins really can flow? Then why can't I move this little amount in my hand haha Institutions are accumulating, we are waiting, it feels like watching a silent game of chess When the central bank releases liquidity, where does the money go? That's the real question to ponder Bitcoin and gold are falling together? It clearly indicates that someone is short of money. The real show is yet to come When the Federal Reserve shifts its stance, we should act, right? This logic is very clear, but the question is whether we can hold until that moment BlackRock and MicroStrategy are both accumulating chips, and we are still debating whether to buy or not. Their vision is truly different Basically, it's waiting for liquidity to loosen, and then the market will speak This wave really can't last much longer, it feels like a turning point is just around the corner

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