Bitcoin could encounter a significant supply disruption as exchange reserves reach their lowest level in several years. Data from CryptoQuant reveals reserves at the lowest point since it began tracking this information in 2022.
Moreover, the eagerness for Bitcoin is surging from long-term investors despite the price fluctuations. This supply disruption might serve as an important bullish indicator for the upcoming months.
Is Bitcoin on the Verge of a Supply Disruption?
With BTC entering a new phase of market integration and broader institutional acceptance, both corporate and individual whales are obtaining as much as possible.
Last month, ETF sponsors were purchasing it 20 times faster than miners could generate it, and they now hold collectively more than Satoshi Nakamoto. However, these trends put Bitcoin’s supply at risk.
According to CryptoQuant data, approximately 2.5 million BTC is now stored in exchange reserves. This marks the lowest reserve level in almost 3 years.
Furthermore, US Bitcoin ETF issuers and other corporate whales are prominent purchasers, yet 69% of the supply is owned by individuals. Notably, ETFs experienced their first weekly outflow of 2025, indicating that the issue extends beyond them.
In other words, the current Bitcoin supply crisis is profoundly evident. Additionally, most of it has already been mined, with only 5.7% left. Moreover, indeterminate amounts are considered lost. A slight uptick in demand could initiate a new, bullish cycle.
This demand might be emerging in spite of BTC recent price drops. This week, the market has seen a notable increase in Permanent Holder Demand, indicating solid confidence among individual holders. Additionally, these holders are also parting with BTC less frequently. These factors could converge to trigger a Bitcoin supply crisis.
“Soon every billionaire will purchase a billion dollars worth of Bitcoin and the supply disruption will be so significant that we’ll cease measuring BTC in fiat terms,” stated Michael Saylor in a recent conversation.
Also important is the contemplation of BTC reserves in the US and numerous other nations. In the US, 20 states have proposed legislation to set up a strategic Bitcoin reserve. If these plans secure approval, state and national authorities will buy BTC, further diminishing the supply.
Thus, at this juncture, a Bitcoin supply chain disruption appears highly probable. Nevertheless, macroeconomic influences, such as interest rates and global tariffs, will also play an essential part.
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