TechFlow, May 10 — According to CryptoQuant CEO Ki Young Ju's post on X, Strategy has been purchasing bitcoin at a faster rate than the mining supply. The company currently holds 555,000 bitcoins and has no plans to sell, rendering this portion of bitcoin illiquid. Ki Young Ju pointed out that Strategy’s holdings alone imply an annual bitcoin deflation rate of -2.23%, and the actual deflation rate could be even higher when considering other stable institutional holders.
Ki Young Ju also shared a live chart in the comments showing the total bitcoin supply after deducting Strategy’s holdings. This data indicates that Strategy, led by Michael Saylor, is significantly impacting bitcoin's market supply dynamics.




