{"id":25846,"date":"2025-08-05T16:11:34","date_gmt":"2025-08-05T13:11:34","guid":{"rendered":"https:\/\/forklog.com\/en\/cryptoquant-highlights-structural-shift-in-bitcoin-capital-distribution\/"},"modified":"2025-08-05T16:11:34","modified_gmt":"2025-08-05T13:11:34","slug":"cryptoquant-highlights-structural-shift-in-bitcoin-capital-distribution","status":"publish","type":"post","link":"https:\/\/forklog.com\/en\/cryptoquant-highlights-structural-shift-in-bitcoin-capital-distribution\/","title":{"rendered":"CryptoQuant Highlights Structural Shift in Bitcoin Capital Distribution"},"content":{"rendered":"<p>The leading cryptocurrency is experiencing not just another bull market, but a fundamental shift in capital distribution. This view was <a href=\"https:\/\/cryptoquant.com\/insights\/quicktake\/688c93b4b61deb71d2e2bf1d-This-isnt-just-another-bull-market-Its-structural-replacement?utm_source=twitter&#038;utm_medium=sns&#038;utm_campaign=quicktake&#038;utm_content=onchainschool\">shared<\/a> by CryptoQuant&#8217;s on-chain analyst known as OnChainSchool.\u00a0<\/p>\n<p>Two years ago, &#8220;dormant&#8221; coins\u2014those that had not moved for more than seven years\u2014were considered lost or held by early investors.\u00a0<\/p>\n<p>Now transactions involving them <a href=\"https:\/\/forklog.com\/en\/news\/dormant-bitcoin-wallets-move-250-btc-after-15-years\">have become systematic<\/a>: since 2023, the average monthly volume of transactions with &#8220;old&#8221; bitcoins has increased from 4900 BTC to 30,700 BTC. Meanwhile, the average transaction size has grown from 62 BTC to over 1000 BTC.<\/p>\n<p>According to the analyst, this trend indicates a &#8220;coordinated redistribution of large capitals.&#8221;\u00a0<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;In this cycle, price is just a superficial indicator. The main change is in who controls the future,&#8221; OnChainSchool emphasized.\u00a0<\/p>\n<\/blockquote>\n<h2 class=\"wp-block-heading\">Major Companies Acquire Bitcoin\u00a0<\/h2>\n<p>Corporations continue to increase their reserves of digital gold. On August 4, they added 630 BTC worth $72 million to their reserves, despite the asset&#8217;s price dropping to $113,000.<\/p>\n<p>In July, the peak increase was 26,700 BTC\u2014worth $3 billion in a single day, reports <a href=\"https:\/\/cointelegraph.com\/news\/bitcoin-treasuries-add-630-btc-etfs-shed-300m-as-price-whipsaws\">Cointelegraph<\/a> citing Capriole Investments.\u00a0<\/p>\n<p>According to BitcoinTreasuries on August 4, public and private companies hold 1.35 million BTC valued at over $155 billion\u2014more than 6% of the total issuance of digital gold.\u00a0<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/forklog.com\/wp-content\/uploads\/AD_4nXd5eQLxykR92ymo1cQ_4MaAVxZxJTPpvz_U0Gkxn2uJIyr-NjhdUy4S5kjwl5CNkKwR7X7AtgQf4lYpRq5kATTLwSS3Gr96-eK4xpmEqSs5yEg5m95r8pdorYem1iyJR5cjZ4W9kA.webp\" alt=\"CryptoQuant Highlights Structural Shift in Bitcoin Capital Distribution\" class=\"wp-image-263316\"\/><figcaption class=\"wp-element-caption\">Bitcoin volumes held by public and private companies, ETFs, and states. Source: <a href=\"https:\/\/bitbo.io\/treasuries\/\">BitcoinTreasuries<\/a>.\u00a0<\/figcaption><\/figure>\n<p>The largest holder of the first cryptocurrency remains Strategy. At the time of writing, Michael Saylor&#8217;s company manages 628,791 BTC. To reach a 3% share of the total bitcoin supply, it needs an additional 1209 BTC.<\/p>\n<blockquote class=\"twitter-tweet\" data-media-max-width=\"560\">\n<p lang=\"en\" dir=\"ltr\">FACT: \ud83c\uddfa\ud83c\uddf8 Strategy <a href=\"https:\/\/twitter.com\/search?q=%24MSTR&#038;src=ctag&#038;ref_src=twsrc%5Etfw\">$MSTR<\/a> is now only 1209 <a href=\"https:\/\/twitter.com\/hashtag\/Bitcoin?src=hash&#038;ref_src=twsrc%5Etfw\">#Bitcoin<\/a> away from owning 3% of the total supply of BTC<\/p>\n<p>Current holdings 628,791 BTC \ud83d\udd25 <a href=\"https:\/\/t.co\/cbZwyGpkgF\">pic.twitter.com\/cbZwyGpkgF<\/a><\/p>\n<p>\u2014 BitcoinTreasuries.NET (@BTCtreasuries) <a href=\"https:\/\/twitter.com\/BTCtreasuries\/status\/1952673908856938570?ref_src=twsrc%5Etfw\">August 5, 2025<\/a><\/p><\/blockquote>\n<p> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>On Monday, Strategy <a href=\"https:\/\/www.sec.gov\/ix?doc=\/Archives\/edgar\/data\/0001050446\/000095017025101634\/mstr-20250804.htm\">announced<\/a> that in the past week alone, it purchased 21,021 BTC worth $2.46 billion. Since the U.S. presidential election in November 2024, the company has added 376,571 BTC to its bitcoin reserve, valued at $43 billion at the current price.\u00a0<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/forklog.com\/wp-content\/uploads\/AD_4nXcogtsacNg9gJsE-iWvJyTPfaXXXTVrDSE84oJzC640_fpZSH0GfK91eI7Q8qYU6RxkKxLh_r-SbjZr7n_fboxC8jK7UIxBvRRRQ4pkl1k-tQx2aYztNK2JSM0gIiRd7VB_IA0XvQ.webp\" alt=\"CryptoQuant Highlights Structural Shift in Bitcoin Capital Distribution\" class=\"wp-image-263317\"\/><figcaption class=\"wp-element-caption\">Growth dynamics of Strategy&#8217;s bitcoin reserve since 2020. Source: <a href=\"https:\/\/saylortracker.com\/\">SaylorTracker<\/a>.\u00a0<\/figcaption><\/figure>\n<p>In second place for bitcoin holdings is MARA Holdings, Inc. Currently, the company manages crypto assets worth $5.8 billion. On July 27, the firm <a href=\"https:\/\/ir.mara.com\/news-events\/press-releases\/detail\/1404\/mara-holdings-inc-completes-upsized-950-million-offering-of-0-00-convertible-senior-notes-due-2032\">announced<\/a> it would raise an additional $950 million to purchase digital gold.\u00a0<\/p>\n<p>Earlier in August, analysts at Galaxy Digital <a href=\"https:\/\/forklog.com\/en\/news\/corporate-crypto-reserves-trend-likened-to-1920s-bubble\">compared<\/a> the trend of corporate crypto reserves to the bubble of the 1920s.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The leading cryptocurrency is experiencing not just another bull market, but a fundamental shift in capital distribution. This view was shared by CryptoQuant&#8217;s on-chain analyst known as OnChainSchool.\u00a0 Two years ago, &#8220;dormant&#8221; coins\u2014those that had not moved for more than seven years\u2014were considered lost or held by early investors.\u00a0 Now transactions involving them have become [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":25845,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"select":"","news_style_id":"","cryptorium_level":"","_short_excerpt_text":"","creation_source":"","_metatest_mainpost_news_update":false,"footnotes":""},"categories":[3],"tags":[18,1641,1205,1207],"class_list":["post-25846","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-and-analysis","tag-bitcoin","tag-bitcoin-reserves","tag-cryptoquant","tag-microstrategy"],"aioseo_notices":[],"amp_enabled":true,"views":"81","promo_type":"","layout_type":"","short_excerpt":"","is_update":"","_links":{"self":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/25846","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/comments?post=25846"}],"version-history":[{"count":0,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/25846\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media\/25845"}],"wp:attachment":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media?parent=25846"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/categories?post=25846"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/tags?post=25846"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}