SUPPLY SHOCK? 🚨 Saylor Strikes, MS Stacks, Demand oustrips, STH RP Achieved

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00:00 Introduction
01:27 BTC and MSTR for the Week
02:15 BTC Up 6.2% in May so far
02:26 New Daily Close High Since Early Jan
03:30 Highest Weekly Close since Jan 2026
04:06 BTC now higher than STH RP
04:48 ETF & Institutional Demand
05:40 MSBT $240M - Zero Outflows
06:31 Demand far outstrips Supply
09:06 On-Chain: Supply Shock & Whale Accumulation
10:12 ~88% of Bitcoin Hasn't Moved In 3+ Months, Approaching an ALL-TIME HIGH
10:59 BTC on OTC Multi Year Low
12:13 Biggest ETF Weekly Flow - 6 Strong Weeks
12:40 ETF Math Substack
13:27 BTC Back Above Meta, TSLA also above META
14:13 VanEck $1M BTC by 2031
15:17 Astrology du Jour
16:17 Saylor Strikes Again
17:10 Buy Was Mostly ATM
17:52 MSTR
18:39 STRC Growing but in Fits and Starts
19:16 US Debt Heading for $40T
20:22 Quick Take & 5-Day Outlook