BTC falls below $86000, whale wallets slow down as retail investors rush to exit, end-of-cycle signal?

Question

On Monday, December 1st, when BTC fell below $86,000, an interesting phenomenon appeared on-chain — Large Investors were inactive, while retail investors were BTFD.

The data is straightforward: those whale wallets that have been holding coins for a long time have clearly slowed down their buying pace in the past few weeks. On the contrary, wallets holding less than 1 BTC have become increasingly aggressive.

Timothy Misir from BRN Research directly issued a warning signal: “Whales are on the sidelines, and retail investors are rushing in; this configuration is too classic. It often appears at the end of a cycle, and the market will become very fragile in the short term.” He said that this morning's drop is essentially a liquidity adjustment and position cleaning, and it does not yet count as a trend reversal, but pressure has already begun to show.

More detailed data also supports this judgment—the loss figures for short-term holders in this round of selling have soared, and the sentiment is resetting. The balance on exchanges and the inflow of stablecoins are still present, indicating that buying power hasn't dried up, but it also means that someone could turn around and sell at any moment.

The differentiation in wallet behavior, combined with price corrections, indeed requires us to be more vigilant.

SatoshiSherpa · Accepted Answer

Whales have pulled back while retail investors are still charging forward; this situation is indeed a bit precarious.

ThreeHornBlasts · Answer

Whales are all hiding, retail investors are still charging... This rhythm feels off, it seems something is about to happen.

HappyMinerUncle · Answer

Whales are watching the changes quietly, while retail investors are still dreaming of buying the dip. I&#39;m too familiar with this plot.

HodlVeteran · Answer

Whales are inactive while retail investors are crazy; I&#39;ve seen this trick too many times, it was the same in 2018 [微笑]

The true autobiography of a dumb buyer, every time I think I&#39;m buying at the bottom, but there’s always a lower bottom

This wave of BTC is just squeezing the bubble, don&#39;t be fooled by the fall; hold firm if you should

Every time retail investors get aggressive, I get scared; years of being a sucker have taught me to think in reverse

The end of the cycle indeed feels right, the phrase &#39;pressure is showing&#39; is enough to raise caution

The little wallet is charging into battle, isn’t this just history repeating itself? I never learn [笑哭]

Standing on the shore watching the all-in surge, I&#39;ve survived to today thanks to this caution.