Bitprismia

Here’s Why Bitcoin’s Price Doesn’t go up Despite Massive ETF and Corporate Buys

2025-07-04 08:57:33

Main Idea

Early Bitcoin whales have sold over 500,000 BTC in the past year, while institutional inflows into U.S. spot Bitcoin ETFs have matched this sell-off, indicating a shift in Bitcoin ownership from individual whales to institutional investors.

Key Points

1. Early Bitcoin whales offloaded more than 500,000 BTC (worth ~$50 billion) in the past year.

2. Institutional inflows into U.S. spot Bitcoin ETFs have nearly matched the sell-off by whales.

3. Some whales are reportedly exiting the crypto market through stock-linked financing deals ('in-kind' transfers).

4. Institutional buyers, led by ETFs and Michael Saylor’s MicroStrategy, now hold 4.8 million BTC (~25% of circulating supply).

5. MicroStrategy alone holds 597,323 BTC (~$65 billion), surpassing government-held BTC (527,648 BTC) but less than public companies (848,608 BTC).

6. Five years ago, 2% of anonymous accounts controlled 95% of Bitcoin, indicating a shift in ownership distribution.

7. Bitcoin's volatility has decreased, with recent trading showing a narrow 24-hour range (~$108,871–$110,386).

Description

Early Bitcoin (BTC) whales have reportedly offloaded more than 500,000 BTC, worth about $50 billion at current rates, in the past year, an exit matched by institutional inflows into U.S. spot Bitcoin exchange-traded funds (ETFs) and corporate treasuries. The churn, detailed in a recent Bloomberg piece, has kept the king cryptocurrency near its record highs while suppressing its more volatile nature, signaling a fundamental shift from speculative asset to institutional holding. The Great Bitcoin ...

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