Bitcoin Whales Dump 29,400 BTC In Losses – But Analysts Say Keep Calm

Short term Bitcoin holders just unloaded 29,400 BTC at a loss on exchanges, sparking fresh concerns about market pressure as the cryptocurrency hovers near a critical support level.

Source: X/@JA_Martun

The selloff comes on the back of increased distribution from long-term holders, who sold roughly 815,000 BTC in the past month, the highest level since 2024. January, and overall market conditions remain critical, with Bitcoin testing its 365-day moving average at $102,000.

Despite the worrisome headlines, analysts are urging investors to remain optimistic.

Glassnode data reveals that long-term holders’ profits have increased from around 12,500 BTC daily in early July to 26,500 BTC per day currently, indicating normal bull market behavior rather than a coordinated exodus.

Source: X/@glassnode

Recent stories claiming “OG Whales Dumping” or describing “Bitcoin’s Silent IPO” have sparked debate across the cryptocurrency market.

However, Glassnode’s analysis of the chain shows that long-term holders are profiting just as much during this cycle as they were in previous bull runs.

At the end of August, profits for sophisticated investors rose to an all-time high, to a level exactly matching the previous peak of the cycle.

Source: X/@glassnode

Even excluding whale wallets that are seven years old or older and spending more than 1,000 BTC per hour, the data tells a consistent story.

These high costs have been incurred in every major bull phase; however, what stands out now is a frequency that appears more regular and even, suggesting a steady, gradual distribution rather than a sudden, coordinated selloff.

Meanwhile, bitcoin holders on November 7 earned 3.0 billion

Net realized losses are virtually non-existent, indicating that holders have not given up, a necessary condition for a price bottom, according to CryptoQuant’s analysis.

Bitcoin is currently hovering around its 365-day moving average of $102,000, a key level of technical and psychological support that has acted as the biggest support throughout this bull cycle.

Ki Young Ju, CEO of CryptoQuant, pointed out that investors who entered Bitcoin six to twelve months ago have almost $94,000.

Personally, I don’t think the bear cycle will be confirmed unless we lose that level,” – said Ju.I’d rather wait than jump to conclusions.

Alex Adler also identified two critical correction levels: $87,000 and $74,000.

The $87,000 level is derived from a conservative Bitcoin valuation model that explains 87% of price fluctuations due to on-chain activity, with a backtest score of 95 out of 100.

According to a recent study by CryptoQuant, a failure to retrace the 365-day moving average could accelerate a deeper correction.

Notably, Hunter Horsley of Bitwise offered a contrasting perspective on market cycles.

We are talking about 4 year cycles – but the reality is that the model is based on a past era of cryptocurrencies,Horsley noted.

Since the launch of the Bitcoin ETF and the new administration, we have entered a new market structure: new players, new dynamics, new reasons why people buy and sell.

From October 10 After the liquidation event, the derivatives market, which accounts for 70-80% of the total trading volume, entered the stage of deleveraging.

Over the past three months, open interest has fallen by 21%, and leverage has gradually declined as liquidation continues to reduce excess exposure.

Source: CryptoQuant

Previous 2024 September and 2025 in April during the corrections, open interest fell by approximately 24% and 29%, respectively.

Current levels are approaching similar patterns that often precede trend reversals during bullish market phases as they help clear the market and allow it to recover to healthier fundamentals.

Despite the inferior technical situation, on October 8. after the downturn, local demand recovers.

As key opinion leaders speculated, three factors contributed to the shift in sentiment:

  • Price lost momentum after October 10.

  • Immediate demand has temporarily decreased.

  • Stablecoin liquidity growth has slowed significantly.

However, some market watchers note that prediction markets, DeFi innovation and institutional adoption continue to move forward behind the scenes, which could set a firmer footing for 2026 despite near-term price action.

Read original story Bitcoin Whales Dump 29,400 BTC in Losses – But Analysts Say Keep Calm By Anas Hassan at Cryptonews.com

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