ETF Inflows and Corporate Accumulation Tighten Bitcoin Supply

[chainsniff]

Despite macro jitters, institutional demand for BTC remains robust. Spot Bitcoin ETFs logged $518 million in net inflows on Monday, while companies such as MicroStrategy (MSTR), MARA Holdings (MARA), and Metaplanet (MTPLF) continue to add Bitcoin to their balance sheets.
Analysts warn this could set the stage for a supply squeeze even as derivatives markets show caution. With cumulative crypto inflows at $39.6 billion year-to-date, structural demand appears intact despite the week’s pullback.