CryptoQuant CEO Projects $30,000 Floor for Bitcoin

CryptoQuant CEO Ki Young Ju argues that Bitcoin would maintain a support level near $30,000. This scenario accounts for a complete exit of institutional investors from the market.

This projection requires the reversal of $58 billion in net flows from US ETFs. It also assumes the total sale of the 1.3 million Bitcoin units accumulated by publicly traded companies.

The calculation is based on the average acquisition cost of investors recorded on the network. This value serves as a fundamental technical benchmark for determining the price floor during periods of extreme stress.

The estimate challenges more pessimistic forecasts that suggest drops toward the $10,000 range. Ki Young Ju’s model uses the ratio between market value and realized value to measure the level of capitulation.

Publicly traded companies currently hold about 6.2% of the total Bitcoin supply. MicroStrategy holds the largest share of this amount, representing approximately 65% of the global corporate reserves monitored.

Bitcoin's stability relative to the on-chain acquisition cost influences the perception of systemic risk and the behavior of the dollar against digital reserve assets.