Bitcoin Market Shift Alert: Analysts Spot Critical Turning Point — Here’s Why It Matters

The winds are changing for Bitcoin—and smart money's already adjusting sails. A seismic shift in market structure could rewrite the playbook for crypto's flagship asset.

The whale watch begins

On-chain data reveals institutional accumulation patterns not seen since the 2020 bull run. Mining reserves are draining faster than a degenerate's leverage account during a flash crash.

Liquidity game theory

Market makers are repositioning books ahead of what analysts call "the last good entry point" before institutional FOMO kicks in. Meanwhile, retail traders keep chasing shitcoin pumps like dogs chasing delivery trucks.

The coming weeks will separate the diamond hands from the paper-handed tourists. One thing's certain—when Bitcoin moves, it doesn't care about your feelings (or your stop-loss).

Signs of Reduced Bitcoin Selling Pressure and Upward Bias

CryptoQuant analyst crypto Dan shared a detailed view of the current state of Bitcoin’s price structure, emphasizing a broader directional change in the market that began in April.

According to the analyst, Bitcoin’s recent price resilience can be attributed to a noticeable decline in selling pressure from US-based institutional investors and whales. These large players, who were previously offloading significant holdings, have shifted into accumulation mode in recent months.

Dan explained that bitcoin appears to be in a transitional phase. He observed a gradual fade in sell-side activity from major US wallets since April, and that drop has been met with stable buying pressure. This suggests that institutions are no longer offloading positions but are maintaining or adding to their holdings.

Dan added that the current consolidation, marked by Bitcoin’s price hovering above the $100,000 range, is allowing short-term overheated indicators to cool down. Dan noted:

While the possibility of a correction remains, the broader market direction continues to be upward, so I will maintain my perspective and look forward to the second half of 2025.

Overall, this could mean that the ongoing price action in the market may be the calm before a longer-term MOVE upward, assuming macro conditions remain supportive.

Exchange Outflows and Liquidity Trends Paint a Risk-On Picture

Adding further context, another CryptoQuant contributor, Novaque Research, pointed to recent shifts in on-chain flows and broader liquidity conditions. According to their data, exchange outflows have picked up notably since late June, with some days seeing over 10,000 BTC withdrawn.

Such behavior typically signals long-term investor confidence and a reduced likelihood of near-term sell pressure. Additionally, the report noted that miners have remained largely inactive in terms of selling despite BTC trading above $100,000.

This suggests confidence in price sustainability and possible anticipation of more favorable financial conditions. Meanwhile, stablecoin activity has also shown key changes.

Both USDC and USDT supply ratios on exchanges have been trending downward since mid-June, indicating capital is sitting idle rather than flowing into spot markets.

Novaque noted that investors may be on the sidelines waiting for confirmation, but the structural behavior is leaning toward accumulation.

Featured image created with DALL-E, Chart from TradingView