Businesses Buy 115K BTC in Q2 as Retail Sells 78K

Good Morning Lions,

Business entities acquired 115,000 BTC in Q2 while individual investors dumped 78,000 — a 37,000 BTC net inflow into corporate treasuries during a quarter when Bitcoin fell 14.1%. Retail got shaken out on the drawdown; institutions kept their hands steady and bought the dip.

Prediction markets are pricing this accumulation into their forecasts. A $67,500 July target now sits at 46% YES probability, up from 24% just a week prior. That's a 22-point swing on the same timeframe. The market is starting to price in what the on-chain data already showed: the smart money didn't panic.

Leverage gets flushed, weak hands exit, and the entities with capital and patience accumulate. Could be wrong. Nobody knows where price closes. But the bottom-fishers already moved.

Institutional accumulation outpaces retail capitulation. BTC $64,971. Prediction markets now price $67,500 July target at 46% probability, up from 24% a week ago.

Institutions Accumulate 115K BTC; Retail Sells Into Weakness

TL;DR: Business entities bought 115,000 BTC in Q2 2026 as individual investors sold 78,000 during the same period—a 37,000 BTC net inflow into corporate hands. Prediction markets now price a $67,500 July target at 46% probability, up from 24% a week prior, signaling growing conviction in the accumulation thesis.

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The accumulation thesis holds as long as corporate buyers keep showing up. If prediction markets hit 60% on that $67,500 target, we'll likely see fresh FOMO. But as always, 50-50. — Khal

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More crypto news, daily, at news.leodex.io. The Daily LEO · Written by the LEO Team, Edited by Khal.