The classic principle of supply and demand is once again playing out in the cryptocurrency markets, as Binance faces a shortage of Bitcoin (BTC).
?Binance run out of BTC for the first time since 2024
Last time it happened, Bitcoin pumped 70% in a month
I tracked order books and on-chain whale accumulations
Here's what's coming next and when BTC hits $200K?? pic.twitter.com/DtvXPv5xYe
— Atlas (@crptAtlas) September 16, 2025
When demand outpaces supply, prices naturally rise and this dynamic is unfolding on the world’s largest crypto exchange. Reports suggest that available BTC reserves on Binance have dropped to critically low levels, echoing a similar event from June 2025.
During that previous shortage, Bitcoin skyrocketed to $124,000, setting a new all-time high (ATH). Analysts now believe that this fresh liquidity crunch could propel BTC toward an unprecedented milestone of $200,000 if demand continues to surge.
The situation shows how centralized exchange reserves can heavily influence market momentum. As fewer coins are available for purchase, the competition among traders intensifies, often leading to parabolic rallies.
With Bitcoin’s circulating supply capped at 21 million coins and institutional interest accelerating, many market watchers see this as yet another sign of the crypto’s scarcity-driven value.
If history repeats itself, this Binance shortage could be the catalyst for Bitcoin’s next historic rally, pushing prices into six-figure territory once again.