Bitcoin supply squeeze is forming as large holders (“sharks”) and long-term holders hoard coins while exchanges register outflows, concentrating roughly 65,000 BTC added by sharks in seven days and creating conditions that could tighten tradable supply and pressure prices higher during the bull run.
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Sharks bought ~65,000 BTC in one week, pushing coins into stronger hands.
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Long-term holder accumulation and consistent exchange outflows reduce liquid supply.
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Cycle analysis points to a potential October–November bull-run peak; watch leverage and derivatives risk.
Bitcoin supply squeeze may be imminent as sharks accumulate 65,000 BTC and exchanges see outflows — read the analysis and watch October–November for a possible peak. Learn more.
Bitcoin sharks and long-term holders are tightening supply while cycles signal the final stretch of the bull run with a possible peak soon.
- Big Bitcoin holders just scooped up 65,000 BTC in a week, pushing supply into stronger hands as retail traders face turbulence.
- Long-term holders are stacking and coins are leaving exchanges, creating the perfect setup for a potential supply squeeze.
- Bitcoin’s fourth cycle is entering a decisive phase with signs pointing to a possible October–November peak in this bull run.
What is a Bitcoin supply squeeze?
What is a Bitcoin supply squeeze?
Bitcoin supply squeeze refers to a tightening of available coins for trading when large holders and long-term investors accumulate while exchange inventories fall. This reduces circulating liquidity and can amplify upward price moves if demand strengthens, although short-term corrections remain possible.
How are sharks and long-term holders affecting Bitcoin supply?
On-chain data shows coordinated accumulation by large wallets. CryptoQuant and XWIN Research Japan data indicate shark wallets (100–1,000 BTC) added roughly 65,000 BTC in seven days, increasing their holdings to about 3.65 million BTC.
Long-Term Holder (LTH) Net Position Change has turned sharply positive, showing experienced investors are accumulating rather than distributing. At the same time, Exchange Netflow metrics report sustained outflows, with investors preferring cold storage over exchange balances.
These moves concentrate supply into holders less likely to sell during volatility, setting the technical conditions for a supply squeeze if demand intensifies.
Why do cycle patterns matter for the timing of a peak?
Cycle analysis places the current fourth cycle (starting 2020) near its historical length. JDK Analysis cycle data show the fourth cycle has reached about 34 months, aligning with patterns where peaks have historically emerged after multi-year extensions tied to halvings.
JDK Analysis notes that measured halving→peak intervals point to an October–November window. While cycles give structure, tops are driven by market psychology and mania, so timing is probabilistic, not exact.
What are the risks that could delay or reverse a squeeze?
What risks could disrupt the supply squeeze?
Derivatives leverage and concentrated liquidations can trigger rapid corrections. If leverage accumulates and a price shock occurs, even strong-holder accumulation may not prevent short-term drawdowns. Monitor open interest, funding rates, and margin metrics for stress signals.
Frequently Asked Questions
How much BTC did sharks add and why does it matter?
Shark wallets added approximately 65,000 BTC in seven days, bringing their holdings near 3.65 million BTC. This matters because it shifts supply toward holders less likely to sell, tightening tradable supply and increasing the potential for upward price pressure.
How should traders respond to a potential supply squeeze?
Traders should monitor on-chain metrics (LTH Net Position Change, Exchange Netflow), derivatives leverage, and market depth. Use risk controls: reduce directional size during high leverage, set clear stop-losses, and avoid overexposure in volatile windows.
Key Takeaways
- Shark accumulation is significant: ~65,000 BTC added in a week concentrates supply into stronger hands.
- On-chain signals align: Positive LTH Net Position Change and exchange outflows point to reduced liquid supply.
- Cycle timing suggests a window: Historical cycle lengths indicate an October–November peak is plausible; watch leverage and market sentiment.
Conclusion
Bitcoin supply squeeze dynamics are emerging as large holders and long-term investors accumulate while exchanges register outflows, creating structural conditions that could support a new upward leg in the bull run. Combine on-chain analysis with cycle context and risk management as the market approaches a potential October–November peak. COINOTAG will continue monitoring data and updates.
