A Bitcoin Shortage? PayPal and Cash App Buying More Than 100% of New Supply

When demand from these two sources alone exceeds the entire supply of newly minted bitcoins, expect serious supply pressure to follow.

Our main discussion: a narrative shift, growing attention and a bitcoin shortage.

What happens when demand exceeds supply and supply is being gobbled up aggressively by new market actors? That’s the question posed by Pantera’s recent investor letter and today’s Breakdown episode. 

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