Simply Bitcoin They're Buying While You're Panicking (And Supply Is Running Out) | Simply SatoSHE
Mar 10, 2026
Markets are drowning in fear while big institutions and sovereign funds quietly scoop up billions of Bitcoin. Discussion covers ETF inflows reversing outflows and major players like Michael Saylor continuing to accumulate. Listeners hear about proposals for a U.S. strategic Bitcoin reserve and the real supply squeeze as about 95% of Bitcoin is mined.
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Institutions Are Buying The Dip
- Institutional money is returning to Bitcoin after months of ETF outflows, signaling a market rotation away from retail panic.
- Last Monday saw $458 million inflows and the week totaled $801 million, driven by institutions rebalancing into U.S. spot BTC ETFs.
Abu Dhabi Bought Billions During The Crash
- Abu Dhabi's Mubadala and partner Alwarda increased BlackRock ETF holdings during a 23% Bitcoin drop and now hold $1.38 billion combined in IBIT.
- They added 46% to Mubadala's IBIT position in Q4, buying on the way down with sovereign capital.
Jim Cramer's Bearish Take Became A Bullish Signal
- Jim Cramer declared Bitcoin dead on CNBC, prompting the host to call his bearishness a contrarian bullish signal.
- The episode notes the "inverse Kramer effect" where Cramer calls things dead and markets often rebound afterward.