Mt. Gox Bitcoin compensation postponed for the third time until 2026! 34,000 BTC locked for 1 year, the market views it as significant Favourable Information.

Mt. Gox announced that it will postpone the long-awaited creditor compensation deadline for another year, until October 31, 2026. This move means that approximately 34,689 Bitcoins (worth over $4 billion at current prices) will remain locked, effectively alleviating recent market dumping pressure. In response to this news, the price of Bitcoin surged nearly 4% in the past 24 hours, reaching a trading price of $115,559, and the market generally interprets this delay as eliminating a potential source of fear, uncertainty and doubt (FUD).

Mt. Gox compensation drama postponed for the third time: 34,000 BTC currently no selling pressure

The long compensation saga of Mt. Gox continues, as its rehabilitation trustee Nobuaki Kobayashi announced on October 27, 2025, that the compensation deadline has been extended by another year, from the initial October 31, 2023, to the later October 2025, and now postponed to October 31, 2026.

latency eliminate supply shock fear, uncertainty and doubt (FUD)

• Locked assets: This decision authorized by the Japanese court will result in approximately 34,689 Bitcoins (worth about 4 billion dollars) being locked for at least another twelve months.
• Market Reaction: Following the news, the price of Bitcoin rose nearly 4% to $115,559 within 24 hours, as the market viewed it as a positive sign, avoiding the risk of a sudden influx of this massive supply into the market.
• Official explanation: The trustee explained that although “compensation to qualified creditors has been largely completed”, many cases remain unresolved due to incomplete procedures and administrative issues, thus it is necessary to postpone within a reasonable and feasible range.

4 billion dollars pending: the complexity of legal proceedings

This delay highlights the legal and technical complexities that have lingered since the 2014 collapse of Mt. Gox. At that time, the exchange, which was the largest Bitcoin exchange in the world, was hacked and approximately 850,000 BTC were stolen.

a decade-long legal tug-of-war

• Long Wait: Over 127,000 users have been waiting for more than a decade for compensation. Lengthy legal proceedings and asset recovery efforts have greatly delayed the process.
• Asset Status: Blockchain data shows that the exchange's wallet still holds 34,689 unused Bitcoins, whose value has risen along with the BTC price, currently valued at over $4 billion.
• Historical Trends: Earlier reports indicated that the Mt. Gox wallet had shown unusual movements for the first time in seven months, sparking market speculation about an impending test transfer. However, the latest delay news has stabilized market sentiment.

Market Analysis: Delays in FUD Factors and Liquidity Considerations

Crypto market analysts believe that the decision to delay compensation for Mt. Gox has successfully eliminated a key source of “fear, uncertainty and doubt (FUD)” and extended the next major liquidity event by a year.

potential dumping risk alleviation

• FUD catalyst: CryptoQuant analyst Mignolet previously warned that if the trustee fails to obtain further delays, the final release of 34,000 BTC could “once again become a catalyst for creating fear, uncertainty and doubt (FUD).”
• Over-the-Counter (OTC) Market: Previous market concerns stemmed from reduced liquidity in the OTC market. Unlike last year, current OTC trading volumes are weakening, leading to uncertainty in the market about whether it can absorb 34,000 Bitcoins all at once like before.
• Short-term benefits: The delay means the market has gained extra breathing room to better digest and prepare for this massive supply. With the current Bitcoin price stabilizing at $110,000, the delay is seen as a stabilizing factor further solidifying the current bull market momentum.

Conclusion

The further delay of the massive Bitcoin compensation from Mt. Gox is undoubtedly a stabilizer for the cryptocurrency market in the short term. Although the unresolved 34,689 BTC still hangs over the market like the “Sword of Damocles”, the one-year delay has given the market and investors ample time to adapt and prepare. This temporary alleviation of uncertainty provides strong support for Bitcoin to maintain its strength above $110,000 and allows the bullish narrative of cryptocurrencies to continue.