Every Zipp story tagged #LongTermHolders, newest first.
The $5.4B YTD ETF outflow was concentrated in a six-week MSTR-driven flush, not a structural exit, and 45% of long-term holder supply already sits at a loss, a level associated with prior cycle…
The seller profile is rotating in real time: spot ETFs keep bleeding while long-term holders flip from distribution to accumulation and smaller wallets absorb the other side of the trade.
The price rebound and the steady ETF bleed are happening at the same time, and on-chain signals say the cohort doing the real buying is the one that almost never sells.
The 30-day net position change has crossed positive after a stretch of distribution, with 50K-100K BTC of demand forming even as the largest whales stay neutral and BTC sits near $60,000.
The bid is hiding where the price action does not: spot ETFs keep bleeding while LTH wallets and broad accumulation cohorts step in, a split that has marked prior cycle floors.
The figure is the highest since the Covid-era unwind in March 2020, and the cohort's overhang supply is taking longer to resolve than previous drawdowns.
The print beats every prior bear-market bottom, yet long-term holders have continued to accumulate to a fresh all-time high of 14.8M coins, roughly 75% of supply.
K33 analysts say a record share of BTC supply is now sitting in long-term holder wallets, a pattern the firm argues has…
The 4-year-cycle pattern still holds, SpaceX IPO demand is sucking capital into risk, and exchange ETH balances keep falling — a stack of converging signals the bulls are leaning on.
At $69,500, Bitcoin's Long-Term Holder Relative Unrealized Loss metric sits at 15.5%, meaning that for every dollar…
The 2.5-year downtrend in LTH supply is breaking, and the only prior episode with more coins held this patiently was January 2024 — right before the spot ETF launch sent BTC vertical.
A 316,000 BTC monthly accumulation by long-term holders reverses a late-November wave of distribution, signaling conviction buyers are re-absorbing supply at scale.
The 2-3 year cohort — wallets that accumulated through the 2022 bear and pre-ETF — is realizing 60-100% gains at $80K. Selling into strength is a known phase, but the pace is the new variable.
The 2Y-3Y cohort — buyers who accumulated ahead of the spot ETF launch — is the same group now feeding the rally's liquidity, raising the bar for a sustained push through $80K.
The supply transfer is the largest of the cycle so far — long-term holders, Strategy, and US spot ETFs are all accumulating while new buyers capitulate, and ETF inflows are running 9x new-mine supply.
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