"Proportion of individual investor holdings is decreasing"...BTC, Exchange departure accelerating

An analysis has emerged suggesting that the proportion of individual investors holding Bitcoin is gradually decreasing. On-chain analyst ai_9684xtpa quoted recent data indicating that the amount of Bitcoin stored in centralized exchanges (CEX) has decreased by 360,000 compared to early 2025, which is equivalent to approximately 42.8 billion dollars.

The BTC currently stored in CEX is about 2.4 million, and this downward trend suggests that long-term investors are moving their assets to self-custody methods. Notably, among the major top five exchanges in the last 24 hours, only OKX recorded a net inflow, which is likely due to the influence of a recently launched Bitcoin deposit product by OKX.

The decrease in Bitcoin exchange holdings is traditionally considered a factor that can trigger a 'supply shortage.' This draws market attention as it can strengthen upward price pressure if demand remains constant or increases. Amid the decreasing distribution volume centered on individual investors, the concentration of Bitcoin among institutions and long-term holders is becoming more pronounced.