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MEDIUM·BUY NO·crypto·Bitcoin Reserve Arb and Saylor Supply SqueezeMay 24, 2026 · 17h ago · expires 7h

Satoshi coins stay dormant: sell movement risk at 8c

R3 shows Satoshi-moves-Bitcoin-in-2026 at 8c, transitioning from maker to neutral — liquidity is withdrawing, suggesting the 8c price is about to drift. MicroStrategy sell probabilities have been whipsawed (crashed 14c to 21c then surged 11c to 40c), but the Satoshi dormancy thesis is structurally independent and more stable. At 8c with a maker-to-neutral regime shift, the contract is mispriced low given the historical 17-year dormancy baseline. Buy the NO at 92c implied.

A 12-cent cross-venue gap between Kalshi and Polymarket on the US National Bitcoin Reserve question represents the clearest arb in the dataset. Conflicting MicroStrategy sell signals across highlight periods suggest the narrative is still unsettled, but the net supply-bullish case is supported by regime data on Satoshi coin movement. The combination creates layered crypto trades from pure arb to directional conviction.

IY1893%spreadregimeCRI 11.5horizon7 monthsmarkets1

CatalystNo on-chain movement from Satoshi wallets through year-end

RiskSatoshi or estate moves coins for any reason; black swan key-recovery event

WatchContract resolves NO (no Satoshi movement in 2026) · by 2026-12-31

Markets
POLY·0x3b0107a80edd066fe987784d7ab5963c177888433efbec10689951c17320606c

Will Satoshi move any Bitcoin in 2026?

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