This Math Reveals Why Bitcoin Shorts Are About to Explode!
Bitcoin is facing a potential supply shock as Michael Saylor and Strategy keep accumulating BTC while bears pile into record short positions. In this Truth Block episode, Hurley breaks down the Saylor Curve, negative funding rates, ETF demand, derivatives leverage, and why the four-year Bitcoin cycle may be giving way to a new era of institutional capital flows.
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CHAPTERS:
00:00 Million Dollar Thesis
00:59 Market Dip And Sentiment
01:16 Saylor Buy Vs Bears
02:25 Saylor Network Model
04:56 Plan C’s Saylor Curve
06:05 Supply Shock Reality
09:23 STRC Demand Engine
11:24 Funding Rates Short Squeeze
12:41 Derivatives Drive Price
14:21 Four Year Cycle Debate
15:47 New Cycle Math
17:37 Wrap Up And Questions
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43 Comments
Brilliant work 👍
Enough with the AI please
The 4 year cycle is still alive. Just because the number of coins are fewer daily, the price of these coins keeps going up the halving ensures it is always offering a high reward to miners until 2140.
Hurley, your new show is fantastic! Glad to see you still talking about bitcoin post swan.
"The trend is your friend until the end." The 4-year cycle is intact until proven otherwise.
He already has 5 % of the network if you consider 4 million lost coins
Of course he cannot tell us when but he knows when he’s the one that keeps buying it. The OTC desk only have so little and it will happen soon they’ve already calculated when, they’re not gonna buy so many then buy so little.
It’s so supply can be replenished without triggering a face melting valley yet go buy a little at a time keeping it throbbed as much as they can without seeing a strong valley yet so they can accumulate more
 what do you guys can’t see is they’ll buy as much as they can without triggering the price to go up if they buy too much the price will go up if they buy just right they’ll keep buying as much as people are selling or minor well accumulate to sell but once this supply runs critically low as it is right now something big will happen 10 X 20 X 100 X we’ll see just hold on tight.
My only question is: can market makers or anyone eff with the price? Like is there a war to rehypothecate BTC through ETFs and stock like MSTR? It’s hard to think that all of this buying pressure is being eaten up. Eventually something has to break.
It doesn't make sense. Either coinbase is rehypothicating Saylor's bitcoin, or everyone else's bitcoin is being rehypothicated into shorts to feed Saylor.
Running Knots & Signaling BIP 110 !
Ppl still don’t understand the basic principle of Bitcoin… the fact that it’s the scarcest asset alive! There will be no more selllers…
Cycle Bears exists but the Cycle not anymore.
Its only a Fake Cycle.
The four-year cycle is over. Even if the price dips 5 or 10% more at this point that gives him even more leverage upwards by buying more Bitcoin. STRC is revolutionary and he's executing perfectly.
Massive OG sellers, Miners aggressively dumping, and an ever growing paper BTC market. People have been calling for a “supply shock” for a long time. There will always be sellers and every price.
This is great and all, but mostly everyone is in denial of the reality that the longterm potential of altcoins is far greater than the potential of btc. So now this space is infected with this pro-corpo mindset, but it's wrong.
bro who the fuck is shorting at 12% lmao
Welcome back Hurley. You're the best in the entire space.
What about the futures market. Keeping the price down
Great segment once again.
Bitcoin is not going to any of these prices saylor is just buying from whales that own hundreds of thousands and they will just keep dumping they own 95% of all bitcoin they will never exhaust and run out to sell it’s all bullcrap
$BTC Bitcoin price will drop below $50k but then it will take off like a rocket into 2027
Thank you for putting date clarity to clips. Most just throw clips up that can be years old and don't mention when they happened to make it look like they are all from the same time frame. Good job.
Ok, your suggestion that BTC might reprice to a million as MSTR gets to 5% is just moronically stupid. You prefaced the interview saying that it was 4 months old, then said the math still works. No, no it doesn't. There is no math involved in Saylor's predictions here, AND those predictions were made when BTC was circa 100K still. Remember, a year ago Saylor was saying 'winter isn't coming', and now he is saying 'winter is over'. Saylor is no better at predicting the price than the rest of us, and he's not even trying to in this interview – he's just making the point that the more BTC they buy, the higher the price will be, and the harder it will be to buy more. That is it.
I don't think Hurley has any understanding of the Math behind the S curve. You can't say the 10% is Plan-C's figure, and then say the math is the math. It's the data and the math that creates the 10% ceiling. If the S curve is what we have, then Plan-C's curve is the line of best fit.
If leverage has suppresed the supply shock wouldn't the massive buys by Strategy still trigger a short squeeze?
if you want to break the 4 year cycle, you have to convince Ben
Egg man
The bears are just giving Saylor cheap coins. And helping to accelerate the float collapse.
We never registered a top by any indicator this cycle, clearly something is different.
shorts are holding it down but that gets risker each day. Global M2 is expanding and some say the BTC price is decoupling but in the long term that's not likely. IMO price will catch up. If Saylor and others keep buying an enormous short squeeze may be coming. If the shorting is bank manipulation, then it may take longer – until enough pressure builds that they can't manipulate it away.
What is Saylor’s logic that MSTR owning 5% of BTC supply results in a BTC price of $1million? I see the statements that he expects that to happen but I’m interested in his explanation of how and why. It like to into the math a little more.
Great video Hurley, you nailed it.
Is it just me or does anyone else notice despite the fact that, "all the BTC is gone", the price goes nowhere? Am I crazy?
Glad to see Hurley back!
Only idiots buy bitcoin 📈📉
😭💸💸💸💸💸💸💸💸
When bitcoin crashes most of you can say goodbye to your money 💸
Good
Reminds me Clark Griswald’s scene when he’s paying for the fixed car in the desert
How much it is?
How much you got?!
We’ll take all of it boy!
This will go up as long as people buying MSTR and/or STRC. Don’t think we’ll run out of money anytime soon so yeah man, I want to see this through!
Don’t forget many regular people holding coins they don’t even know how to access – I’m not sure everyone knew what happened to their aol dial up and Commodore 64
Teleport to seven figs. The public doesn't seem interested in the asset, and institutional interest is humiliated by wimpy prices.
In the intro I heard “welcome I am early” 😂 so very true 💯
Thought you're taking a break. Glad you're back.
One word, paper bitcoin🎉
My DCA stays on but I would love for the market to crash to get even more cheap BTC for the long-term