BITCOIN DEMAND DIPS EVEN AS STRATEGY BUYS $530M BTC AND ETF INFLOWS SURGE

Bitcoin (BTC) trades above $107K, but demand is dropping as new buyers fail to keep up with miner supply. Strategy (MSTR) bought 4,980 BTC for $531.9M, marking its 11th straight week of accumulation, bringing total holdings close to 600K BTC.

Despite $2.2B inflows into BTC ETFs last week, CryptoQuant data shows the Apparent Demand has turned negative — signaling caution. Traders on Derive are also preparing for a possible dip with open interest stacked near $85K–$106K puts.

Over 130 public companies now hold BTC, including MetaPlanet, GameStop, and Galaxy Digital.

📉 Falling demand meets rising institutional accumulation — is a correction ahead or just cooling before the next leg up?

🔻 Key Takeaways:

• Strategy bought $531.9M BTC in a week

• ETF inflows YTD: $14.9B

• Demand slips below supply

• Derive traders hedge downside risk