Institutional Titans Trigger Historic Bitcoin Shakeup—Largest Wealth Rotation Since Genesis
Wall Street’s whales are swallowing Satoshi’s legacy whole.
The Great Bitcoin Handover
Early adopters—the hodlers who survived crypto winters—are cashing out to suits with Bloomberg terminals. BlackRock’s spot ETF was just the opening act.
Why This Isn’t Your 2017 Bull Run
Forget moonboys. This rally’s fueled by pension funds and corporates recycling profits into cold storage. The OGs would’ve never DCA’d at ATHs—but hey, that’s why they’re on a beach now.
Bonus Finance Jab
Goldman Sachs still can’t decide if Bitcoin’s a ‘risk asset’ or inflation hedge—meanwhile their clients are quietly allocating 5%.
Bitcoin Rotation Almost Complete
Every bull market requires a rotation where old hands sell into strength and new buyers step in, they said. However, this has been the biggest and longest rotation from old holders to new ones in Bitcoin’s history.
Over the past two years, long-term institutional investors such as exchange-traded products and corporations have replaced early adopters and weak hands.
“The old guard is being replaced by new titans with conviction.”
Bitcoin just absorbed an $9B selloff—80,000 coins—without breaking stride.
But the real story isn’t the sale.
It’s what it confirms:
The largest holder rotation in bitcoin history is almost complete.
Are you ready for what comes next? pic.twitter.com/9XkQudeZNx
— Swan (@Swan) July 30, 2025
The market’s maturity is evident in reduced volatility and steady demand, suggesting the next major price movement may come from gradual capital accumulation rather than speculative euphoria, they suggested.
“This isn’t a one-off moment. It’s a generational shift. Rotations like this build the base for the next exponential run. Only this time, the foundation is stronger, more patient, and backed by deeper pools of global capital.”
Swan said that those still waiting for a “2021-style blow-off top” might miss the next 10x, “because the next MOVE may not come from euphoria,” it will come from the “slow burn of capital rotating, consolidating, and locking in for the next decade.”
Bitcoin Price Holding Steady
Glassnode reported that long-term Holders – investors who held for 155 days or more, not OGs – still command 53% of supply despite recent distribution.
“The enduring concentration signals more supply could unlock if price rises – requiring sustained demand to absorb it.”
The asset dumped 2% to just over $116,000 following the Fed’s rate decision; however, it rapidly recovered to reclaim $118,300 during the Thursday morning Asian trading session.
Bitcoin remains within its range-bound channel that formed three weeks ago as the consolidation continues.