Are institutions quietly accumulating? The story behind 260,000 Bitcoin outflows over the past six months

According to on-chain data analysis, financial institutions and long-term holders have bought approximately 260,000 Bitcoin over the past half year—equivalent to $25.3 billion. This number may seem abstract, but breaking it down makes it very straightforward.

On average, about 43,000 BTC are absorbed stably each month. From another perspective, this means that funds totaling $4.18 billion are being systematically deployed every month. This is not retail FOMO trading or chasing rallies, but an institutional-level asset allocation rhythm.

What does this imply? The number of BTC that can be genuinely traded in the circulating market is decreasing month by month. Once large holdings are locked in, they are difficult to re-enter the market liquidity. Can prices spike immediately in the short term? That’s hard to say. But the supply and demand landscape is quietly changing.

Such large buy orders are never aimed at short-term gains. Institutions are engaging in multi-cycle bottom positioning. When the next bull market cycle begins, they will have already secured their positions in advance.

I will continue to monitor the on-chain actions of institutions and major holders. If the chips are quietly taken off the table, it will be too late to realize that the market has already turned. #美国就业数据不及预期 $BTC $SOL