Accumulate

Bitcoin

Flash

April

Reversal

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 <h3 id="key-takeaways">Key Takeaways</h3>
 <ul>
  <li>Institutional accumulation intensifies: Binance on-chain data shows 86,400 BTC in large internal transfers followed by mass withdrawals to private wallets, a classic signal of institutional repositioning.</li>
  <li>Long-term holders rotate supply: 30-day long-term holder spending doubled to 770K BTC, marking structural rotation rather than panic selling.</li>
  <li>Miner outflows decline: Bitcoin miner transfers to exchanges have steadily dropped since late October, easing short-term sell pressure.</li>
  <li>Supply in loss spikes to 30%: Over 5.5–6.5M BTC are now below cost basis, historically a zone linked to capitulation and market bottoms.</li>
  <li>Market resetting, not collapsing: Combined signals indicate a late-stage correction phase with rising accumulation potential ahead of Q4–Q1 2026.</li>
 </ul>
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<p>Bitcoin’s on-chain landscape is showing mixed but increasingly optimistic signs, as long-term holders rotate supply, miners ease selling pressure, and institutional accumulation patterns emerge on Binance. Despite short-term volatility, several key indicators now mirror conditions that historically preceded major recoveries.</p>
<h3 id="1-whales-move-in-while-binance-activity-surges">1. Whales Move In While Binance Activity Surges</h3>
<p>Fresh on-chain analysis from CryptoOnchain highlights a sharp rise in both internal and external Bitcoin movements on Binance. Over 86,400 BTC shifted internally through 3,400 transactions, with a massive average size of 37 BTC per transfer.</p>
<p>At the same time, withdrawal transactions skyrocketed, a sign that large entities and institutions are moving coins from exchanges to cold storage. Analysts interpret this as coordinated preparation by Binance to manage a wave of large-scale Bitcoin withdrawals, reflecting rising institutional confidence rather than routine “housekeeping.”</p>
<h3 id="2-long-term-holders-rotate-not-capitulate">2. Long-Term Holders Rotate, Not Capitulate</h3>
<p>Data from TeddyVision paints a deeper structural picture. Since mid-August, long-term holder (LTH) spending has doubled from 386K BTC to 770K BTC, showing widespread movement among veteran wallets.</p>
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<p>However, this isn’t panic-driven selling. Instead, multiple holding cohorts, from 6 months up to 7 years,&nbsp;are actively repositioning. The 6–18 month segment leads with 460K BTC in movement, while even 7-year-plus holders are joining in.</p>
<p>According to analysts, this pattern marks a strategic rotation phase, where old coins re-enter circulation ahead of renewed accumulation, suggesting recalibration rather than capitulation.</p>
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<h3 id="3-miner-outflows-decline-signaling-reduced-sell-pressure">3. Miner Outflows Decline, Signaling Reduced Sell Pressure</h3>
<p>Meanwhile, miners appear to be stepping back from aggressive selling. KriptoCenneti’s data shows a steady decline in total miner outflows since late October, with levels now far below the peaks recorded during Bitcoin’s April–June 2025rally.</p>
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<p>Lower miner outflows typically align with accumulation and recovery phases, when miners opt to hold Bitcoin rather than send it to exchanges. If this trend persists, it could reinforce a neutral-to-bullish short-term structure, easing one of the main sources of supply pressure.</p>
<h3 id="4-supply-in-loss-hits-capitulation-zone">4. “Supply in Loss” Hits Capitulation Zone</h3>
<p>A parallel dataset from CryptoQuant reveals that Bitcoin’s supply in loss, coins held below their cost basis, has surged to around 5.5–6.5 million BTC, or roughly 30% of total supply.</p>
<p>Historically, such levels coincide with market bottoms and emotional capitulation phases. Similar spikes occurred in mid-2024 and April 2025, both preceding multi-month recoveries.</p>
<p><img loading="lazy" src="https://www.ethnews.com/wp-content/uploads/2025/11/G5gPTqpXEAEgwIU-2.jpeg" alt="" width="1200" height="660"></p>
<p>The metric’s recent rise mirrors that pattern, indicating that many short-term holders have already realized losses, often a precursor to a rebound once selling pressure subsides.</p>
<p>As CryptosRUs noted, “High supply-in-loss readings tend to reflect fear and exhaustion among traders, setting the stage for the next upward cycle.”</p>
<h3 id="5-interconnected-signals-point-toward-a-potential-reset">5. Interconnected Signals Point Toward a Potential Reset</h3>
<p>The combination of institutional withdrawals, miner restraint, and long-term rotation points to a synchronized transition phase across Bitcoin’s supply ecosystem. Each signal alone might seem neutral, but together they suggest the market is resetting its foundation before a possible Q4–Q1 2026 recovery.</p>
<p>If Bitcoin maintains support near the $100K–$105K region while these on-chain patterns persist, analysts expect renewed momentum driven by whale accumulation and easing supply stress.</p>
<h3 id="outlook">Outlook</h3>
<p>Short-term volatility remains likely, but structurally, the market appears to be in a late-stage correction rather than a full reversal. With nearly one-third of all Bitcoin now trading below cost basis, history suggests the next significant move could favor long-term bulls.</p>
<p>As on-chain analyst TeddyVision summarized:</p>
<p>“This isn’t panic, it’s rotation. The system is rebalancing before the next major move.”</p>
<p>The post <a href="https://www.ethnews.com/bitcoin-metrics-flash-reversal-signals-as-whales-accumulate-and-miner-outflows-ease/" rel="noopener noreferrer nofollow">Bitcoin Metrics Flash Reversal Signals as Whales Accumulate and Miner Outflows Ease</a> appeared first on <a href="https://www.ethnews.com" rel="noopener noreferrer nofollow">ETHNews</a>.</p>

Bitcoin Metrics Flash Reversal Signals as Whales Accumulate and Miner Outflows Ease

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