According to Foresight News, data from IntoTheBlock shows that the current holdings of long-term Bitcoin holders have dropped to 12.45 million coins, the lowest since July 2022.
Data indicates that the reduction in holdings by long-term holders during this cycle is 9.8%, significantly narrower compared to 15% in the 2021 bull market cycle and 26% in the 2017 bull market cycle.
However, regarding institutional demand, optimism persists. The spot ETF recorded a fund inflow of $350 million yesterday, while MARA Holdings has followed in the footsteps of MicroStrategy by purchasing $618 million worth of BTC over the past two months. Other crypto mining companies like RiotPlatform are increasingly likely to stop selling BTC, with some considering expanding their holdings. The news of Microsoft considering holding BTC highlights the growing interest of more enterprises in Bitcoin as a reserve asset.
Long-term holders are selling off because they have made enough money, cashing out, and the high price corrections may lead some retail investors to step back and observe, making price declines completely normal. However, institutional perspectives are often more long-term than those of average individuals, and during this time, institutions have been continuously buying in. Therefore, I believe that after this correction, Bitcoin will rebound again, and the $100,000 mark is not far off; corrections are opportunities.
Brothers, please go easy on the criticism; I am still a die-hard bull. If you like it, please feel free to follow.