Bitcoin Long-Term Holders Create Supply Squeeze as Accumulation Hits Record High

As of July 2025, Bitcoin's supply dynamics are signaling a rare trend with long-term holders accumulating at an unprecedented rate. Data shows a net accumulation of 1.39 million BTC since March 2025, pushing total holdings to 15.74 million BTC. This behavior starkly contrasts with previous bull markets where investors typically took profits, indicating strong conviction among holders. The sustained accumulation is squeezing supply for latecomers, potentially setting the stage for significant price movements as available liquidity diminishes. With long-term holders refusing to liquidate even at elevated price levels, the market may be entering a new phase of scarcity-driven valuation dynamics for Bitcoin.

Long-Term Bitcoin Holders Accumulate at Historic Pace, Squeezing Supply for Latecomers

Bitcoin's supply dynamics are flashing a rare signal as long-term holders refuse to liquidate positions despite elevated price levels. Chain data reveals a net accumulation of 1.39 million BTC since March 2025, pushing total holdings to 15.74 million BTC - a trend that diverges sharply from previous bull market cycles where investors typically took profits.

The cryptocurrency's price action remains compressed within a $106,000-$111,000 range, with a modest 3% weekly decline failing to trigger meaningful distribution. This accumulation phase mirrors the scarcity narratives of 2020-2021, but with one critical difference: veteran investors appear even more reluctant to part with their coins.

Historical patterns suggest such holding behavior often precedes supply shocks. During prior cycles in 2013, 2017 and 2021, long-term holder supply declined as prices rose. The current anomaly suggests either greater conviction in Bitcoin's long-term value proposition or anticipation of more extreme price appreciation ahead.

Bitcoin Faces Volatility Ahead of $10B Options Expiry, Says Nic Puckrin

Bitcoin's price action remains constrained within a narrow band between $106,000 and $110,000, with traders bracing for potential turbulence as $10 billion in BTC options approach expiry. Nic Puckrin, CEO of Coin Bureau, notes the market's stagnation reflects looming uncertainty, despite maintaining a structurally bullish posture.

Open interest data reveals 92,932 outstanding contracts split between calls (49,593) and puts (43,339), forming a put/call ratio of 0.87. This skew toward calls suggests guarded optimism, though concentrated strike prices between $95,000-$110,000 create latent volatility risk. The derivatives event could catalyze directional momentum after weeks of rangebound trading.

VP JD Vance Declares Bitcoin's Place in the American Economy at Bitcoin Conference

U.S. Vice President JD Vance delivered a staunchly pro-crypto speech at the Bitcoin Conference in Las Vegas, signaling a decisive shift in regulatory attitudes toward digital assets. The Trump administration, he asserted, will champion Bitcoin and the broader cryptocurrency ecosystem, marking a departure from the adversarial stance of previous regulators.

"Crypto finally has a champion and an ally in the WHITE House," Vance declared, addressing an audience of developers, investors, and industry leaders. He credited key figures like the Winklevoss twins and event organizer David Bailey for galvanizing political support for Bitcoin, particularly in tech-centric hubs such as Silicon Valley.

Vance announced the end of Operation Chokepoint 2.0, a regulatory crackdown on crypto, and confirmed the dismissal of former SEC Chair Gary Gensler, whose resignation coincided with the Trump administration's inauguration. "We fired Gary Gensler; we’ll fire everyone like him," Vance proclaimed, underscoring a new era of collaboration between Washington and the crypto industry.

Gemini Demonstrates Bitcoin Mining with Tesla Cybertruck at Bitcoin 2025 Conference

Gemini showcased an unconventional fusion of electric vehicle technology and Bitcoin mining at the Bitcoin 2025 Conference. A Tesla Cybertruck "Cyberbeast," wrapped in Bitcoin-themed vinyl, was deployed as a mobile mining rig using Solo Satoshi's Bitaxe Gamma miner. The demonstration highlighted the vehicle's 845-horsepower tri-motor system and 11,000-pound towing capacity repurposed for cryptographic operations.

The Bitaxe Gamma—a compact, Wi-Fi-enabled miner designed for home and portable use—operated quietly during the live demo. Solo Satoshi reported selling over 10,000 units last month, contributing 10 petahashes to global bitcoin network security. This collaboration underscores growing interest in decentralized mining solutions.

Gemini's display doubled as promotion for its ongoing Cybertruck sweepstakes, targeting U.S. participants. The campaign reflects cryptocurrency's expanding intersection with consumer technology and sustainable energy narratives.

Cantor Fitzgerald Unveils Gold-Backed Bitcoin Fund to Bridge Traditional and Crypto Markets

Wall Street investment bank Cantor Fitzgerald Asset Management is launching a first-of-its-kind Bitcoin fund with integrated Gold protection. The Cantor Fitzgerald Gold Protected Bitcoin Fund offers uncapped upside exposure to BTC's price movements while guaranteeing downside protection pegged to gold's value.

The five-year fund, set to open within weeks, represents Cantor's maiden Bitcoin-focused investment vehicle. "We're bringing gold-standard security to crypto adoption," said Chairman Brandon Lutnick during his Bitcoin 2025 conference announcement in Las Vegas. The hybrid structure specifically targets institutional investors still cautious about unsecured crypto exposure.

This MOVE signals Cantor's deepening commitment to digital assets, coming just days after launching Bitcoin lending services with major crypto firms. The fund's innovative design reflects growing demand for products that blend crypto's growth potential with traditional asset safeguards.

GameStop Shares Drop 6% Amid Bitcoin Purchase Sell-Off

GameStop's stock fell nearly 6% on Thursday as investors reacted to the company's disclosure of its Bitcoin acquisitions. The retailer revealed it had purchased 4,710 BTC, part of a crypto treasury strategy announced in March. The move was funded by a $1.3 billion capital raise, but the market response has been tepid.

The stock's decline follows a 60% rally in recent weeks, suggesting a classic 'sell the news' scenario. GameStop's BTC purchase, valued at roughly $500 million, appears modest relative to its $14 billion market cap and existing cash reserves. The broader market slump, triggered by tariff announcements, exacerbated the sell-off.

Corporate Bitcoin strategies have become commonplace, with dozens of companies announcing similar moves in recent weeks. GameStop's execution—lacking detail on timing or purchase prices—may have disappointed traders expecting more aggressive allocation from its war chest.