The tweet was deleted by the author.
But we saved everything 🙂.
Strategy has bought 5.7 times more Bitcoin than the entire weekly issuance, according to Joe Consorti.
Consorti also states that passive demand from ETFs and Strategy combined now outpaces daily Bitcoin issuance by 150 percent on average. He describes this structural bid as gaining momentum, noting that such demand was absent during the last bear market.
These dynamics build on Consorti’s earlier observations regarding standard deresking across markets as Bitcoin faced renewed scrutiny, as detailed in his analysis of market deresking amid persistent bearish conditions. Relatedly, his exploration of home equity conversion to Bitcoin provided further context for understanding evolving investment strategies during volatile periods.