CryptoQuant Founder: ETF and Strategy cumulative inflows into BTC exceed Satoshi's holdings, BTC price remains under pressure

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Golden Finance reports that on June 4th, CryptoQuant founder and CEO Ki Young Ju posted on the X platform stating that this current distribution phase looks like a large-scale chip reallocation. The average holding cost for Bitcoin investors is around $53k.
Historically, bear markets usually only truly end after the price falls below the realized price. I initially thought that returning to this level would be very difficult amid continuous institutional fund inflows and MicroStrategy almost not selling any Bitcoin. But the current price trend indicates that the market is facing unusually strong selling pressure.
• Since January 2023, MicroStrategy has bought a total of 711,206 BTC and only sold 32 BTC, effectively removing 711,174 BTC from circulating market supply.
• Since March 2024, when Bitcoin's price was also around $63k, the US spot Bitcoin ETF has accumulated 509,102 BTC, and MicroStrategy has added another 650,706 BTC. This means a total absorption of 1,159,808 BTC, yet Bitcoin's price has now returned to the same level.
• For reference, current exchange reserves are about 2.7 million BTC, and the market generally estimates that Satoshi Nakamoto holds about 1 million BTC.
In other words, the amount of Bitcoin absorbed by the market has already exceeded Satoshi's holdings and is close to half of the total exchange reserves, yet the price still returns to the same position.
BTC-4.25%
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