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$102B AUM. 1.3M $BTC locked.
Spot Bitcoin ETFs aren’t just growing they’re absorbing supply at scale.
This isn’t retail flow. It’s structured capital allocating and holding.
Less BTC in circulation, more sitting inside long-term vehicles.
Market dynamics are shifting quietly.
Question is simple:
When demand keeps coming. and supply keeps shrinking what breaks first?
#DailyOrbit #StrategyPlaybook

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