MicroStrategy的BTC持有量正在推动比特币可用供应中的通缩趋势

Ki Young Ju CryptoCount的链链分析公司的首席执行官刚刚指出，比特币有缩水趋势，可用的可用供应始终减少。

The CEO of on-chain analytics firm, CryptoCount, Ki Young Ju has just noted that there are deflationary trends in Bitcoin where available tradable supply consistently decreases. The contraction in Bitcoin’s supply is not due to changes in the asset or activity at exchanges and mining, but rather due to big institutions acquiring BTC.

Ki Young Ju CryptoCount的链链分析公司的首席执行官刚刚指出，比特币有缩水趋势，可用的可用供应始终减少。比特币供应的收缩不是由于交易所和采矿的资产或活动的变化，而是由于大型机构获取了BTC。

Ki Young Ju Says the Amount of Bitcoin for Trading is Reduced Significantly

Ki Young Ju说，交易的比特币数量大大减少了

Michael Saylor, the CEO of Strategy (formerly MicroStrategy), recently bought 555,000 BTC. That amount is significant, representing a large share of all circulating BTC, and most importantly, it is not being traded or sold.

战略首席执行官迈克尔·塞勒（Michael Saylor）最近购买了555,000 BTC。这一数量很重要，代表了所有流通的BTC的很大一部分，最重要的是，它没有被交易或出售。

By holding these coins, Strategy is in a position to remove a large number of BTCs from the trading pool. According to Ki Young Ju, Strategy’s BTC holdings are responsible for the projected annual deflation rate of -2.23% for Bitcoin.

通过持有这些硬币，战略可以从交易池中删除大量BTC。根据Ki Young JU的数据，战略的BTC持有量是比特币的预计年度通缩率为-2.23％的原因。

Simply put, over 2% of the coin’s supply that is going to be traded is reduced annually. When other institutions (besides Strategy) purchase and hold the crypto asset, the deflationary impact increases even further

简而言之，每年都会降低硬币供应的2％以上。当其他机构（除战略）购买并持有加密资产时，通缩影响会进一步增加

Source: X @ki_young_ju

来源：x @ki_young_ju

Ki Young Ju’s chart presents the total Bitcoin supply minus Strategy’s holdings. By mid-2024, the trend in the chart indicated that fewer BTCs remained for the purpose of trading. While mining adds new coins, it is overshadowed by the rate at which BTCs in institutional possession and investors’ possession increases.

Ki Young Ju的图表列出了比特币供应减去策略的总股份。到2024年中期，图表的趋势表明，出于交易目的，较少的BTC剩余时间更少。在采矿添加新硬币的同时，它被机构拥有和投资者拥有的BTC增加的速度所掩盖。

Ali Predicts How Bitcoin Can Hit $115K

阿里预测比特币如何达到$ 115K

This squeezing of Bitcoin supply is triggering speculations among experts interested in facts beyond on-chain metrics. For instance, Market analyst Ali (@ali_charts) points out that BTC is close to overcoming a crucial resistance at $106,000.

比特币供应的这种挤压是引发了对链链指标以外事实感兴趣的专家之间的猜测。例如，市场分析师Ali（@Ali_Charts）指出，BTC接近克服至关重要的抵抗力，为106,000美元。

Source: X@ali_charts

来源：x@ali_charts

On May 10, 2025, the price of BTC was approximately $103,668 on Binance. Using the chart, it can be seen that BTC has had a recovery, bouncing back from an earlier decline and trading through critical pricing levels.

2025年5月10日，BTC的价格约为103,668美元。使用图表可以看出，BTC已经恢复了，从较早的下降和通过关键定价水平进行交易而弹跳。

According to Ali, if BTC breaks the $106,000 resistance level, it may swing toward the $115,000 level within hours. Such price increases normally occur in scenarios where demand is high, with supply waning.

根据Ali的说法，如果BTC打破了106,000美元的阻力水平，则可能会在几个小时内转向115,000美元的水平。这种价格通常会在需求很高的情况下发生，并且供应减弱。