
Bitcoin reserves have dropped to the lowest levels in history, suggesting a possible supply shock.
A recent market development in the BTC exchange supply has caught the market’s attention. Since the start of the year, Bitcoin supply on the exchanges has been on a steady decline, with the reserves hitting their lowest levels in history.
Decreased BTC reserves could signal a supply shock in the next few weeks as institutional and government interest rises.

What does this mean for BTC?
As of 2025, there has been large institutional Bitcoin buys as corporations such as Strategy leading the way. With potential accumulation by governments for treasury reserves, BTC exchange supply could decline further.
The market could face a supply shock that would see Bitcoin surge massively in the next few weeks driven by increased demand, increased disposable capital and whale accumulation after the trade tarrif war.
[…] rally towards the psychological $100K mark in the mid-term. With exchange reserves hitting their historical low, the demand is rising against a low BTC supply. Bitcoin could be geared up for a new all-time high […]