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Crypto analyst Light speculates that Strategy may have started selling Bitcoin this week based on an on-chain transaction. Light believes the transaction patterns suggest that some Bitcoin might be flowing into the market and warns that if Strategy breaks its long-term holding strategy, it could weaken market confidence in both itself and other Bitcoin-reserve public companies, potentially triggering broader sell-off expectations. However, Arkham analyst Emmett Gallic later stated that there is currently insufficient evidence to prove the address in question belongs to Strategy. He pointed out that the UTXO sources of the transactions, the fund distribution patterns of Anchorage custodial addresses, the transaction sizes, and the counterparties involved all differ from the Strategy addresses he has been tracking long-term. Additionally, some funds have flowed to counterparties not previously associated with Strategy. https://(wublock123.com)/news/light-speculation-strategy-may-have-sold-bitcoin-arkham-analyst-sees-insufficient-evidence-63932

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Today 2026-07-04
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