CryptoQuant CEO sees $30,000 Bitcoin floor even if ETFs and treasury firms exit

CryptoQuant CEO Ki Young Ju argues Bitcoin could hold a floor near $30,000 even in a severe unwind scenario where roughly $58 billion of net inflows into US spot Bitcoin ETFs reverse and public companies sell the 1.3 million BTC they have accumulated. The analysis is a hypothetical stress test rather than a report of actual outflows, and it implies substantial downside from current levels if institutions exit. Traders would read it as a bear-case floor estimate, offering a reference point for downside risk rather than a directional catalyst.