- Bitcoin is on the verge of a major supply shock, according to Max Keiser and Samson Mow, as nearly all coins have been mined and institutional demand keeps accelerating.
- Bitcoin could see a dramatic price surge, with shrinking supply from halvings clashing with massive ETF and corporate accumulation.
Bitcoin Supply Crisis: What Keiser Is Warning About
Max Keiser, longtime Bitcoin maximalist and BTC advisor to El Salvador’s President Nayib Bukele, has issued a bold prediction: a Bitcoin supply shock is on the horizon. Taking to X (formerly Twitter), Keiser declared, “I’ve done the math. A Bitcoin supply shock is imminent,” hinting that Bitcoin’s price could soon skyrocket.
Keiser now joins forces with another high-profile BTC advocate, Samson Mow—CEO of JAN3 and a staunch $1 million BTC proponent. Both believe that the math and market behavior point to a brewing imbalance between Bitcoin’s fixed supply and rapidly increasing demand.
Why This Matters: The Halving Effect and Institutional Demand
Bitcoin is capped at 21 million coins, and nearly 20 million have already been mined. Following the last halving in April 2024, miners now receive just 3.125 BTC per block—a reward that will again be cut in half during the next halving in 2028. This programmed scarcity is a core driver of Bitcoin’s long-term value proposition.
But it’s not just about shrinking supply—demand is also exploding. Since the SEC approved spot Bitcoin ETFs in early 2024, institutions like BlackRock have poured billions into BTC. BlackRock’s iShares Bitcoin Trust (IBIT) is leading the charge, absorbing supply at record rates.
Add to that Michael Saylor’s relentless buying spree. His company, Strategy, now holds over 500,000 BTC, second only to BlackRock’s ETF. Meanwhile, new treasury companies like Metaplanet and ProCap BTC are adding fuel to the fire.
Demand Shock Meets Supply Shock
Samson Mow warned back in January that a double shock—supply from halvings and demand from ETFs—would eventually collide. That moment could be approaching fast. With only a sliver of Bitcoin left to mine and massive institutional interest growing, the balance may tip.
If Keiser and Mow are right, the next chapter for BTC could be one of intense scarcity, potentially pushing prices into uncharted territory.
