Bitcoin News

Story: Bitcoin Faces Mounting Pressure as Long-Term Holders Drive Historic Sell-Off

By James Thorp

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LTH Supply Drops to 13.6 Million BTC—A Level Not Seen Since Early 2023. According to prominent analyst Axel Adler, long-term holders have offloaded unprecedented amounts…

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Distribution Patterns Resemble Previous Cycle Endings. What concerns market analysts is not simply the size of the sell-off, but its combination with…

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Bitcoin Attempts to Stabilize But Technical Indicators Remain Bearish. Despite the bearish undertone, Bitcoin has attempted to stabilize around the $86,800 range…

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What Comes Next for Bitcoin?. The market now enters a pivotal phase. If Bitcoin can build a stable base above $85,000 and…

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Bitcoin’s recent struggle to reclaim levels above $90,000 has intensified concerns across the market, with analysts now warning that the ongoing correction may reflect deeper…

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Over the past week, Bitcoin has remained trapped below the $90,000 threshold, oscillating between failed attempts at recovery and renewed selling pressure.

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At the center of this shift lies one of the most significant developments of the year: a major distribution event among Bitcoin’s long-term holders (LTHs), a cohort historically…

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This heavy distribution has driven LTH supply down to 13.6 million BTC, its lowest level since the beginning of the current bull market.

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Adler’s analysis highlights that the 30-day Net Position Change, a key metric used to track LTH behavior, is now showing one of the deepest negative readings since the bull trend…

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The latest decline has been particularly aggressive. Between November 11 and November 25, long-term holders sold 803,399 BTC, averaging more than 53,000 BTC per day.

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What concerns market analysts is not simply the size of the sell-off, but its combination with falling prices. Typically, long-term holders distribute into strength.

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Charts shared by Adler reveal deep red bars on the Net Position Change metric—indicating rapid supply compression—while Bitcoin simultaneously slid from its October highs.

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Unless substantial new demand enters the market to absorb this volume, analysts caution that these distribution patterns could drag Bitcoin into a structurally weaker environment.

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Despite the bearish undertone, Bitcoin has attempted to stabilize around the $86,800 range following its sharp correction from $120,000.

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Bitcoin is now trading below the 50-day, 100-day, and 200-day moving averages, all of which have begun to slope downward.

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