2026-01-12 16:25:43

The performance difference between the two institutions' holdings is huge, with one showing an unrealized gain of $10.55 billion and the other an unrealized loss of $3.225 billion. This comparison indeed highlights the issue—long-term holding of Bitcoin can yield substantial returns.

Recently, the head of one institution has been very active, increasing their holdings roughly every few days. The latest purchase was 13,627 Bitcoins, with a total cost of about $1.25 billion, averaging $91,519 per Bitcoin. This is not even their entire portfolio.

Rewinding to January 11th, this institution's total Bitcoin holdings reached 687,410 coins, with a total estimated value of about $51.8 billion. At that time, the average cost basis was around $75,353. Based on recent purchase prices, their recent transactions have been at higher costs, indicating they remain bullish on the market.

This ongoing accumulation also raises a question: Is there still a possibility for Bitcoin to fall below $70,000? Judging by the continuous buying activity of the holders, it seems no one is really waiting for that price anymore.

BTC-1,04%

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ApeWithNoChain

· 28m ago

Making over 10 billion on one side and losing more than 3 billion on the other, the gap is truly astonishing. Some institution is really continuously buying in large quantities, already over 90,000 and still buying, clearly confident that the price will surge later. 70,000 yuan? Dream on. Their move is obviously to lock in positions and wait for takeoff.

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GasFeeCrier

· 9h ago

Oops, buying at high levels again. Is this really bullish or just because there's extra cash... Something's off. The average price has already broken 90,000 but they're still pouring in. How confident are they in the future trend? 105 billion in unrealized gains versus 32 billion in unrealized losses. Such a huge difference is really outrageous. Long-term HODL is the way to go. Institutions are eating at high levels. Can retail investors still wait for 70,000? Uh... overthinking it, right? Over 680,000 Bitcoins. My goodness, how long are they planning to hoard...

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MysteryBoxAddict

· 9h ago

Wow, this move is really betting that the market can only go up.

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ser_we_are_ngmi

· 10h ago

Damn, this institution is really bottom-fishing, not afraid at all. Still daring to buy at over 90,000. They are truly bullish.

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LiquiditySurfer

· 10h ago

Over 90,000 bought, this guy is really confident --- 68.7 million Bitcoin? That number is a bit crazy --- The more you buy upwards, the more fierce it gets. This is what true hodler mentality looks like --- Institutions are疯狂扫货, retail investors are still waiting for 70,000, the gap is obvious --- 105 billion floating profit versus 32 billion floating loss, choosing the right moment is really important --- Spending money every now and then, is this betting on the future or has it already been decided? --- Not breaking below 70,000 anymore, what does this tell us? --- With a position size of 51.8 billion, I wouldn't be able to sleep --- The price keeps pushing up and they are still adding positions, indicating they no longer see a pullback --- Why can institutions make so much money, while I’m still cutting losses --- The real difference is just one word: waiting

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