tl;dr
Max Keiser, a Bitcoin advocate and advisor to El Salvador's president, predicts an imminent Bitcoin supply shock, joining Samson Mow in this forecast. They base their predictions on Bitcoin's fixed cap of 21 million coins and the halving events that reduce new Bitcoin supply. The last halving occurr...
Max Keiser, a well-known Bitcoin advocate and advisor to El Salvador's president, has predicted an imminent Bitcoin supply shock. He expects the BTC price to skyrocket following the next halving event, reinforcing a forecast shared by Samson Mow, CEO of JAN3. Both base their predictions on Bitcoin’s fixed cap of 21 million coins and the scheduled halving events that reduce new Bitcoin issuance. The last halving happened in April 2024, with the next one slated for 2028.
Samson Mow also anticipates a demand shock to coincide with the supply shock. This demand surge is largely driven by the rapid accumulation of Bitcoin through newly approved spot ETFs, such as BlackRock’s iShares IBIT, which has amassed billions worth of BTC. Major holders like Michael Saylor’s Strategy have similarly increased their Bitcoin reserves, currently holding over half a million BTC and raising funds via convertible debt offerings.
Beyond ETFs and major holders, new Bitcoin treasury companies like Metaplanet and ProCap BTC—both backed by notable investors like Anthony Pompliano—are contributing to this growing demand. Together, these forces suggest an impending clash between limited Bitcoin supply due to halvings and a rising demand fueled by institutional and corporate interests.
Keiser emphasized his confidence in this outlook through social media, stating, “I’ve done the math. A Bitcoin supply shock is imminent,” accompanied by a rocket emoji signaling his bullish price expectation. The halving mechanism, which cuts miner rewards in half every four years, means fewer new Bitcoins enter circulation, heightening scarcity.
This combination of supply constraints and heightened institutional demand paints a compelling picture for Bitcoin’s future price trajectory. Are we looking at a historic bull run powered by this dual shock? Investors and enthusiasts alike may want to watch these dynamics closely as 2028 approaches.