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Bitcoin’s supply dynamics are undergoing a significant shift, with short-term holders increasing their share as dormant coins reactivate, indicating a mid-cycle structural reset.
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Short-term holders (STH) now control 2.4 million BTC, reflecting a 7.96% increase.
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Long-term holder (LTH) supply has dropped to 14.54 million BTC, marking a monthly low.
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New address momentum is rising, signaling renewed on-chain activity.
Bitcoin’s supply dynamics are shifting as short-term holders gain ground, with dormant coins reactivating at scale. Discover the implications for the market.
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| Holder Type |
BTC Supply |
Change |
| Long-Term Holders (LTH) |
14.54 million BTC |
Declined |
| Short-Term Holders (STH) |
2.4 million BTC |
+7.96% |
What is Causing the Shift in Bitcoin’s Supply Dynamics?
The recent changes in Bitcoin’s supply dynamics indicate a mid-cycle structural reset. Short-term holders are gaining ground as long-dormant coins are reactivated, reflecting a shift in market confidence.
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How Are Short-Term Holders Impacting the Market?
Short-term holders are now controlling a significant portion of Bitcoin’s supply. This shift is notable as the average transaction size has increased, indicating that larger entities are re-entering the market. This trend is supported by data from CryptoQuant, which shows a surge in reactivated supply.
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Source: Glassnode
As shown in the chart, BTC’s 30D SMA of new addresses has crossed above the 365D SMA for the first time in months. This crossover suggests renewed on-chain expansion, indicating a strong vote of confidence from retail and newer market entrants.
Bitcoin’s Supply Map is Getting Redrawn
CryptoQuant data confirms a notable structural rotation in dormant BTC supply. Bitcoin’s old supply is waking up fast, and in much bigger chunks.
In 2023, only around 59k BTC from long-dormant wallets moved. But in 2024, that number exploded to 255k BTC, and 2025 is already at 214k BTC with months to go.
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What really stands out is the size of each move. Average transaction size ballooned from 162 BTC to 1,011 BTC, signaling these aren’t retail flows. It’s likely high-conviction entities rotating supply back into active circulation.
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Source: CryptoQuant
Meanwhile, 2025’s average monthly reactivated supply sits at 30.7K BTC, marking a 6x jump Year-over-Year (YoY). Despite this supply-side activity, Bitcoin has rallied above $120K, highlighting strong underlying demand.
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Put simply, Bitcoin is redrawing its supply map in real time. Dormant capital is reawakening, short-term holders are gaining market share, and on-chain user growth is accelerating. These are signs of a mid-cycle structural reset.
Key Takeaways
- Bitcoin is undergoing a mid-cycle supply rotation. Short-term holders are gaining ground as long-dormant coins reactivate at scale.
- Long-Term Holder (LTH) supply has declined to 14.54 million BTC, marking a monthly low.
- New address momentum is ticking higher, indicating renewed on-chain activity.
Conclusion
In summary, Bitcoin’s supply dynamics are shifting significantly, with short-term holders gaining market share and dormant coins reactivating. This mid-cycle structural reset could position Bitcoin for its next major leg up, as market confidence continues to grow.
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