Core Insights - Bitcoin's recovery in early 2026 may be short-lived due to increasing selling pressure from whales and low trading volume [1][3] - The All Exchanges Whale Ratio has reached its highest level in ten months, indicating heightened whale activity on exchanges [2] - Weakening demand for Bitcoin and altcoins is evident as spot trading volume has fallen to its lowest since November 2023, suggesting thin liquidity conditions [4] Group 1: Whale Activity and Market Dynamics - Increased activity from Bitcoin whales on exchanges poses risks in a low-volume environment, potentially leading to significant price swings [1][3] - Analysts suggest that whales may be using the current market conditions to take profits, indicating a strategy to capitalize on buy-side liquidity [3] - The All Exchanges Whale Ratio (EMA14) has spiked, reflecting a heavy reliance on exchanges by the top 10 inflows [2] Group 2: Liquidity and Price Movements - The current low liquidity environment means that minor selling pressure could lead to substantial price declines, threatening Bitcoin's recent gains [5] - Analysts expect Bitcoin to potentially correct towards the $90,000 and $88,500 levels, coinciding with a newly formed CME gap [6] - A sharp decline in Bitcoin transaction fees and on-chain activity suggests a lack of dynamic market engagement, further contributing to bearish sentiment [5][6]

Do you remember when the cryptobull market ended. Many say it happened on October 10, the day of the biggest liquidation event in history. While billions in retail positions were wiped out, one player seemed to know exactly what was coming.A single whale walked away with about $200 million in profit. And it wasn't the only one moving. Around the same time, large Bitcoin holdings, some untouched for years, suddenly began to shift.That synchronized activity raised an uncomfortable question. If whales can anti ...

Core Insights - The number of Bitcoin whales, defined as wallets holding at least 100 BTC, is increasing after reaching a two-year low, coinciding with a slight rebound in Bitcoin's price following a period of decline [1][3][5] - Analysts express caution regarding the early signs of bullish momentum, suggesting they may not indicate a definitive price rebound for Bitcoin [2] Whale Activity - Data from Santiment indicates a 0.47% increase in wallets holding at least 100 BTC since November 11, adding 91 new wallets [3] - Despite the growth in mid-sized whale wallets, larger wallets (those holding over 1,000 BTC) have been decreasing, particularly as Bitcoin's price fell below $90,000 [4][7] - Wallets with more than 10,000 BTC reduced their holdings by approximately 1.5% in October, indicating a trend of larger holders trimming their positions [10] Market Dynamics - Citi researchers estimate that around $1 billion in weekly spot inflows is necessary to raise Bitcoin's price by about 4%, highlighting the liquidity needed to stabilize prices [8] - The decline in whale balances does not necessarily indicate aggressive selling but suggests a reduced influence of major players in the market [9] Price Pressure - As of the reporting time, Bitcoin was trading at approximately $87,300, reflecting a nearly 5% decrease over the past week [11] - Analysts note that short-term holders are capitulating at an aggressive pace, which may lead to a higher binary Coin Days Destroyed (CDD) metric [11] - The ability of Bitcoin to maintain the $80,000–$83,000 demand region is deemed critical to avoid further price breakdowns [13]

bitcoin whales recorded 102,900 transactions over $100k last week. highest activity of 2025. fear and greed index sits at 10. same reading as december 2018 when btc traded $3,200. whales accumulated then too. that bottom printed 375% in 6 months. abu dhabi tripled their position during this fear. arizona pension fund entered. miners flipped from distribution to accumulation. everyone underwater from the last 155 days is exit liquidity for entities with 10-year horizons ...

Market Trends - Bitcoin whales have sold approximately 32,500 BTC since mid-October [1] - Retail investors are aggressively buying dips in Bitcoin [1] Potential Risks - Historical data suggests that divergence between whale selling and retail buying may signal price trouble for Bitcoin [1]

🐋 INSIGHT: Are Bitcoin’s biggest whales still the ones turning the market green or red?Data shows their influence is waning. https://t.co/7qPvfquuna ...

Core Insights - A new generation of Bitcoin whales now controls 45% of the total Whale Realized Cap, indicating a significant shift in market dominance [1][2][3] - The increase in new whales reflects new capital inflow and a change in market control among Bitcoin's largest holders [3][5] - Older whale cohorts are gradually reducing their holdings, distributing Bitcoin to newer investors, which alters market conditions [4][10] Market Dynamics - The Realized Price for new whales is $112,788, while Bitcoin's market price has fallen to $110,196, putting these new holders at risk of losses for the first time in over a year [6][7] - New whales typically have less experience, making them more susceptible to emotional reactions during market downturns, potentially increasing volatility [8] - Older whale cohorts continue to show positive unrealized profits, having acquired Bitcoin at lower prices, which provides them with more resilience against market downturns [9] Psychological Impact - The drop in Bitcoin's price to the $110,000 range is psychologically significant, as it may influence the behavior of large investors who could either hold for recovery or sell to limit losses [9] - Continued distribution from older whales to new whales during weak market periods raises concerns about potential price declines [10]

are you buying? #BitcoinWhalesWhale Insider (@WhaleInsider):JUST IN: Michael Saylor’s ‘Strategy’ buys another 196 $BTC worth $21.9 million. https://t.co/wBAfPe12U6 ...