Galaxy 首席执行官 Mike Novogratz 警告称，Saylor 大规模购买比特币的行为可能会引发供应短缺

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Key points:
Mike Novogratz said on Friday that Michael Saylor’s Bitcoin buying pace is exceeding available supply, noting “there is not enough supply” at current levels of demand.
Strategy purchased 34,164 Bitcoin worth $2.54 billion last week, significantly outpacing the roughly 6,300 BTC mined during the same period, according to Bitbo data.
The firm also bought more than 13,000 BTC in the prior week, again exceeding newly mined supply.
Galaxy Digital (GLXY) CEO Mike Novogratz said Michael Saylor’s aggressive Bitcoin (BTC) accumulation could significantly tighten supply on Friday, warning that the market may face a shortage if the pace continues.

Speaking on the All Things Markets podcast, Novogratz said Saylor was buying Bitcoin at a scale that is beginning to strain available supply. He noted that the Strategy Inc (MSTR) chairman was purchasing “multiple billions per week,” adding that “there is not enough supply” to meet that level of demand.

Novogratz framed the trend as a structural shift in the Bitcoin market, in which large institutional buyers are absorbing a growing share of the circulating supply. He suggested that sustained accumulation at this pace could lead to a supply shock, particularly as new issuance remains limited.

The comments come as Bitcoin continues to attract renewed interest from both institutional and retail investors, with demand strengthening after months of subdued activity.

Galaxy Digital’s price was up by 0.29% during after-hours trading. The stock had closed over $26 on Friday. On Stocktwits, the retail sentiment around GLXY remained in the ‘bullish’ zone, while chatter around it stayed ‘normal’ over the past day.

Strategy’s Buying Spree Accelerates

Strategy’s recent purchases highlight the scale of accumulation driving Novogratz’s concerns.

The Michael Saylor-backed firm bought 34,164 Bitcoin, worth roughly $2.54 billion, over the past week alone, marking one of its largest single-week acquisitions this year. This followed a series of major purchases in recent months, including roughly $1 billion in early April, $1.57 billion in March, and $2.13 billion in January 2026.

The consistent pace of multi-billion-dollar buying has positioned Strategy as the largest corporate holder of Bitcoin. However, such sustained demand from a single company is increasingly seen as a key factor tightening liquid supply in the market, particularly as long-term holders continue to hold rather than sell, according to the Galaxy Digital CEO.

To put things in perspective, roughly 900 Bitcoins are mined per day, or about 6,300 BTC per week, according to Bitbo data. Strategy’s latest purchase alone exceeded that weekly supply by nearly 27,800 BTC.
source: https://www.tradingview.com/news/stocktwits:af2b4c9b6094b:0/