According to André Dragosch (@Andre_Dragosch), public corporations have purchased nearly 200,000 BTC in 2025, which is four times more than the combined acquisitions by all US spot Bitcoin ETFs for the year. This surge follows the latest MicroStrategy (MSTR) announcement, highlighting a significant shift in institutional demand towards direct Bitcoin holdings rather than ETF exposure. For traders, this trend signals increased corporate confidence in holding Bitcoin on balance sheets, potentially tightening available supply and driving upward price pressure in the crypto market. Source: André Dragosch, Twitter, May 12, 2025.

According to Ki Young Ju on Twitter, Bitcoin is experiencing accelerated deflation as MicroStrategy accumulates BTC at a rate faster than new coins are mined. With 555,000 BTC now considered illiquid and no plans for sale, MicroStrategy's holdings alone account for a -2.23% annual deflation rate. This deflationary trend is likely even stronger when factoring in other stable institutional holders, further limiting available supply and potentially influencing upward price momentum for traders. Source: Ki Young Ju (@ki_young_ju), May 10, 2025.

According to @BitPaige, Michael Saylor is reportedly strategizing to raise $84 billion to acquire an additional 875,000 Bitcoin at current market prices, which would make MicroStrategy’s potential holdings substantially larger than BlackRock’s current 607,000 BTC stash (source: @BitPaige on Twitter, 2024-06-30). For traders, this aggressive accumulation plan signals a significant supply shock possibility and increased institutional competition, which could drive heightened volatility and upward price pressure in the Bitcoin market. Monitoring Saylor’s capital-raising progress and on-chain Bitcoin flows is crucial for anticipating potential breakout movements.