In Bitcoin We Trust Newsletter

In Bitcoin We Trust Newsletter

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In Bitcoin We Trust Newsletter
In Bitcoin We Trust Newsletter
Bitcoin: The Calm Before the Storm? Why a Silent Shortage Could Trigger the Next Bullish Shock.

Bitcoin: The Calm Before the Storm? Why a Silent Shortage Could Trigger the Next Bullish Shock.

Summary of the Current Situation and Outlook.

Sylvain Saurel
Aug 07, 2025
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In Bitcoin We Trust Newsletter
In Bitcoin We Trust Newsletter
Bitcoin: The Calm Before the Storm? Why a Silent Shortage Could Trigger the Next Bullish Shock.
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The Bitcoin market seems to be navigating strangely calm waters. To the untrained observer, the charts show an almost flat horizon, a wait-and-see phase where the enthusiasm of recent months has turned into weary patience. Yet beneath this seemingly inert surface, powerful tectonic forces are at work. Like a calm sea before a tsunami, this tranquility masks a fundamental tension between supply that is becoming scarce at a historic rate and institutional demand that, far from weakening, continues to undermine it.

At the heart of this dynamic is a growing imbalance, a time bomb whose countdown is silently accelerating. On the one hand, the reserves of Bitcoin available for sale on the secret markets of the financial giants are running out. On the other hand, a wave of profit-taking by market veterans is acting as a gravitational force, preventing any spectacular surge for the time being. This article delves into the mysteries of this silent conflict to understand why Bitcoin's next major bullish shock could be brewing... far from prying eyes.


Bitcoin Acquisition in OTC Mode โ€“ What You Need To Know.

Sylvain Saurel
ยท
Feb 18
Bitcoin Acquisition in OTC Mode โ€“ What You Need To Know.

You may have already noticed that some announcements of massive Bitcoin acquisitions by institutional investors had no impact on the Bitcoin price. You've probably wondered why the price of Bitcoin wasn't rising at that very moment.

Read full story

The Supply Time Bomb: Diving into the Shadow Markets

To grasp the scale of the situation, we must first look behind the scenes of the market: the Over-The-Counter (OTC) desks. These platforms are not public exchanges like Binance or Coinbase. They are the private playground of institutions, whales, and high-net-worth individuals. Their function is crucial: to enable the acquisition of massive quantities of Bitcoin without causing โ€œslippage,โ€ i.e., without causing prices to skyrocket on public markets with each purchase order. It is a discreet market, where millions, even billions, change hands in complete opacity.

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ยฉ 2025 Sylvain Saurel
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