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@ HTG⚡️#HODL🔸
2025-05-17 21:00:17
The final wealth transfer is happening right now.
A lot of people think Bitcoin Hypermonetization is some distant future event.
Wrong.
It’s happening.
And retail is the exit liquidity.
Since Jan 1st, corporations have bought 196,207 BTC.
Miners only created 61,200 BTC in the same window.
The Corporate Accumulation Ratio (CAR) is now 3.2×.
Every 1 coin mined is being matched by 3 ripped off the market.
But here’s the darker truth:
Those 196,207 BTC didn’t come from miners.
They came from you - retail holders - selling “into strength” to lock in profit.
Retail is selling high.
Institutions are buying forever.
This the beginning of hypermonetization.
Retail Is Losing the War for Bitcoin
Let’s be clear:
Bitcoin issuance is capped. Float is finite.
And demand has just turned structural.
Corporations now deploy a strategy retail cannot compete with:
- Buy BTC
- Mark it up on balance sheet
- Issue convertibles or senior notes
- Use fiat proceeds to buy more BTC
- Repeat until they own everything
This is perpetual float arbitrage.
You sell for a 2×.
They accumulate for infinity.
The Supply Black Hole
Public company holdings have now crossed 688,000 BTC.
Strategy alone owns 568,840 BTC.
At the current clip, corporates will cross 1 million BTC by year-end, over 10% of all coins that will ever exist post-2028 halving.
And the coins they buy?
They go cold. They go silent.
They don’t come back.
Retail sells to realize gains.
Institutions buy to extinguish supply.
Balance-Sheet Reflexivity Has Turned Bitcoin Into a Capital Weapon
Here’s why corporations will never sell:
- Every uptick in BTC strengthens their balance sheet
- Which gives them access to cheaper credit
- Which they use to buy more BTC
- Which drives price higher
- Which increases their equity collateral
- Which feeds more credit capacity
That’s reflexive infinity.
And now, thanks to FASB fair-value rules, BTC gains actually show up in quarterly earnings.
Bitcoin is no longer a hedge.
It’s balance-sheet fuel.
The Inevitable Outcome
Miners create 450 BTC/day
Corporations buy 1,441 BTC/day
Net float change (YTD): –135,007 BTC
The float is actually shrinking.
Even in a slowdown scenario, corporates would absorb 3× new supply.
That’s not sustainable, it’s mathematically intolerable.
The release valve?
Price.
Price must rise until:
- Marginal sellers appear (few left)
- Corporate buying power is exhausted (unlikely)
Until then, you are the yield.
Choose Your Role
There are only two sides left in this game:
- The sellers, who give up their Bitcoin for a temporary fiat gain
- The accumulators, who siphon every coin into a black hole, never to return
This is the final wealth transfer.
You can front-run it.
Or fund it.
Hypermonetization is not coming.
It’s here.
And it’s eating retail alive.
- Adam Livingston on X