The supply of Bitcoin on exchanges continues to decline, and institutional funds are rewriting market rules.

2025-12-02 07:00:20

[Coin World] Recently noticed an interesting phenomenon: the supply of Bitcoin is still decreasing across major exchanges.

Flipping through historical data, one will find a pattern - when the coins in the exchange decrease, the price is often not bad; when the coins increase, the market is usually not very good. However, this round is a bit different, as the trends on both sides start to diverge.

Why? Because the way of playing has changed. More and more large orders are no longer going on-chain, but are being settled directly through over-the-counter (OTC) trading desks. Institutions have their own channels and do not need to list coins on exchanges to sell them.

What does this indicate? The market's discourse power is shifting. Previously, retail investors frequently entered and exited, but now it resembles a game between institutions. The underlying logic of the Bitcoin market is indeed slowly being reconstructed.

BTC-0.32%

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SatoshiHeir

· 12-04 21:41

It should be noted that the decrease in exchange reserves indicated by on-chain data essentially reflects a profound evolution in market structure—this is not merely a price signal, but a process of power redistribution. The decentralized vision envisioned by Satoshi Nakamoto, under the influence of institutional capital, is shifting toward a new form of centralization, which is deeply ironic.

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Rugpull幸存者

· 12-03 20:14

Institutions are playing behind the scenes while we're still watching the charts—that's the difference.

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OffchainWinner

· 12-03 00:19

Institutions are playing people for suckers together, while us retail investors are still looking at the Candlestick Chart.

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FlashLoanLord

· 12-02 07:30

Institutions are banding together to play dark cuisine, while retail investors are still queuing at the exchange to be slaughtered.

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GasWaster

· 12-02 07:30

The inventory of the exchange is decreasing, but the market hasn't followed suit; this is the real signal. I've already figured out the logic behind institutions playing OTC; retail investors are still struggling on-chain while they have already settled things off-chain. As for the transfer of discourse power, to put it bluntly, we small retail investors will eventually be marginalized.

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TheMemefather

· 12-02 07:29

Now the institutions are really quietly playing people for suckers, and we retail investors have become the backdrop.

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TokenomicsTinfoilHat

· 12-02 07:28

The era of retail investors is really over; now it's the age of institutional players playing chess in the dark.

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TestnetFreeloader

· 12-02 07:03

Let's talk about it. The coins are less, and the institutions directly handle OTC, while we retail investors are still spinning around in the exchange.

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ChainWanderingPoet

· 12-02 07:01

Institutions are really playing big in the dark, how can we retail investors keep up?

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