Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesStocksEarnInstitutionAI & More
Bitcoin Nears New High as Supply Drains Rapidly, Suggesting Limited Availability: Samson Mow

Bitcoin Nears New High as Supply Drains Rapidly, Suggesting Limited Availability: Samson Mow

CoinotagCoinotag2025/07/10 16:00
By:Marisol Navaro
  • Bitcoin has surged to an unprecedented all-time high of $118,403, marking a significant milestone in the cryptocurrency market.

  • The rapid depletion of Bitcoin supply, driven by institutional demand and ETF inflows, underscores the scarcity of BTC and intensifies market dynamics.

  • According to Samson Mow, CEO of JAN3 and prominent Bitcoin advocate, “There’s not enough #Bitcoin for everyone,” highlighting the growing competition for limited BTC assets.

Bitcoin reaches a new ATH at $118,403 amid fast-depleting supply, with institutional buying accelerating scarcity and market momentum.

Bitcoin Reaches Historic Peak of $118,403 Amid Strong Market Momentum

Bitcoin’s price rally to $118,403 represents a pivotal moment in the cryptocurrency’s trajectory, reflecting robust investor confidence and heightened demand. The surge, which saw BTC climb over 6.6% within 24 hours, was fueled by a combination of institutional interest and retail enthusiasm. Notably, the price action included an “Omega candle” — a term popularized by Samson Mow to describe a single, powerful candlestick that propels Bitcoin’s value sharply upward. This phenomenon signals strong buying pressure and market conviction, often preceding sustained upward trends.

Institutional Demand and ETF Inflows Accelerate Bitcoin Scarcity

The rapid depletion of Bitcoin supply is a critical factor underpinning the recent price surge. Samson Mow emphasized that institutional investors, including Bitcoin treasury companies and exchange-traded funds (ETFs), are aggressively acquiring BTC, thereby tightening available supply. This dynamic creates a scarcity effect, which historically correlates with price appreciation. Mow’s assertion that “there’s not enough #Bitcoin for everyone” highlights the intensifying competition among buyers as the asset becomes increasingly scarce.

Market Sentiment and Influencer Perspectives on Bitcoin’s Price Surge

Market influencers such as Samson Mow and Michael Saylor have publicly acknowledged the unexpected magnitude of Bitcoin’s price jump. Their commentary suggests that many investors who divested prior to this rally may now face significant opportunity costs. The sentiment among Bitcoin maximalists remains bullish, with expectations that the current momentum could pave the way for further price milestones. This collective optimism is bolstered by the growing adoption of Bitcoin as a store of value and hedge against inflation.

Bitcoin’s Price Trajectory and Future Outlook

While Bitcoin currently trades just below its peak at approximately $117,850 following a minor pullback, the overall trend remains strongly positive. Samson Mow’s recent infographic indicates that Bitcoin has achieved roughly 11.6% of a projected $1,000,000 valuation, underscoring the long-term bullish outlook held by many market participants. The continued inflow of institutional capital and limited supply suggest that Bitcoin’s price could sustain upward momentum, although volatility remains an inherent characteristic of the asset.

Conclusion

Bitcoin’s ascent to a new all-time high of $118,403, coupled with accelerating supply constraints, marks a significant development in the cryptocurrency landscape. Institutional demand and ETF participation are key drivers of this scarcity, intensifying competition for BTC and supporting bullish market sentiment. As Bitcoin approaches new valuation thresholds, investors should remain attentive to market dynamics while recognizing the asset’s inherent volatility. The evolving narrative around Bitcoin’s scarcity and adoption continues to shape its trajectory, making it a focal point for both retail and institutional investors alike.

In Case You Missed It: Dormant Wallets Move 8,000 BTC, Indicating Possible Institutional OTC Activity via Coinbase Prime
0
0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.
Trade now!

You may also like

Hashrate orders are booming, why is "AI trading" falling out of favor? JPMorgan reveals the time lag between AI investment and productivity realization

Joseph Lupton from the JP Morgan Global Economic Research Team pointed out in a research report on November 10 that recent improvements in labor productivity have been driven more by capital deepening and increased intensity of factor utilization. The broad efficiency gains from AI, resulting from process reconstruction, data integration, and organizational adjustments, will still take time to materialize. This means orders for chips, servers, and electrical equipment may grow first, but continuous investment returns for computing power operators and end users may not arrive at the same pace.

智通财经•2026/11/11 05:47

AI investment enters the "Trough of Disillusionment", the next 18 months will be a life-or-death test!

Goldman Sachs believes that the AI investment cycle is currently in the "trough of disillusionment," but this is not the first time. The core contradiction lies in the fact that the business models of new cloud computing providers are highly dependent on end-user returns from AI spending, while currently "there are basically zero companies that can attribute profits to AI." Social Capital founder Palihapitiya has clearly defined an 18-month key window, during which the market will decide which AI business models are sustainable and which are not.

华尔街见闻•2026/11/11 05:11
AI investment enters the "Trough of Disillusionment", the next 18 months will be a life-or-death test!

Anthropic's Core Concern: Revenue Can Be Withdrawn at Any Time, but Computing Power Costs Are Locked in for up to 20 Years

Zheshang Securities believes that Anthropic's revenue is mainly based on usage-based billing, with remaining performance obligations covering only about 5.1 months of annualized revenue, while compute power costs are already locked in with $895.4 billion in irrevocable commitments, some extending as far as 2045. Revenues can be reduced at any time, but costs are non-exitable, creating a highly asymmetric maturity gap between the two—this is the company's real core constraint.

华尔街见闻•2026/11/11 04:46
Anthropic's Core Concern: Revenue Can Be Withdrawn at Any Time, but Computing Power Costs Are Locked in for up to 20 Years

Triple Pressure from the Federal Reserve, Treasury, and Congress; Goldman Sachs: Liquidity Crisis May Occur in 2027

Goldman Sachs warns that the reserve ratio of bank assets has dropped to around 11%, only slightly above the crisis trough of 2019. In the second half of 2027, a deadlock in debt ceiling negotiations will force the Treasury to rebuild the TGA, triggering a "perfect storm" of a sharp drop in reserves and a surge in T-bill supply; combined with stalled money market fund buying, this will create a huge liquidity black hole. The Federal Reserve could be forced into the awkward position of lowering interest rates and launching large-scale bond purchases to rescue the market.

华尔街见闻•2026/11/11 04:12
Triple Pressure from the Federal Reserve, Treasury, and Congress; Goldman Sachs: Liquidity Crisis May Occur in 2027