CryptoQuant CEO: $30.8B Bitcoin inflows failed to lift market—selling pressure thwarted DAT strategy
CryptoQuant CEO Ki Young Ju said that although roughly $30.8 billion flowed into Bitcoin in 2025, the inflows did not raise Bitcoin’s market value. He interprets this as evidence of unusually large selling pressure that has offset demand, causing the Digital Asset Treasury (DAT) strategy to underperform in the current market environment. Ki’s comment highlights a mismatch between on-chain capital inflows and price reaction, signaling that accumulation or treasury strategies may be ineffective when sustained sell-side supply dominates. The report is presented as market information and not investment advice.
Bearish
Ki Young Ju’s observation that $30.8 billion of Bitcoin inflows failed to lift market value suggests persistent sell-side pressure outweighing demand. For traders this is a bearish signal: heavy selling can cap prices, increase volatility, and undermine accumulation strategies like DAT. Historically, when large inflows coincide with muted or negative price action (for example, distribution phases after earlier rallies), markets often enter consolidation or downtrends until supply is absorbed or demand returns. Short term, expect weaker upward momentum, higher probability of range-bound or declining price action, and potential spikes in volatility on liquidation events. Long term, if selling pressure persists despite sustained inflows, treasury and accumulation strategies may need adjustment (smaller lot sizes, longer time-weighted accumulation, use of hedges). Traders should watch exchange flows, realized volatility, and on-chain outflows to custodial addresses as confirming signals.