2025-12-29 02:26:38

When the market is filled with despair, what are the smart money doing?

In November alone, Bitcoin's monthly decline reached 17.51%, cutting its value in half from the high point, a 36.45% drop. The community is filled with hopeless voices, and many are starting to ask if the bull market is over. US spot Bitcoin ETF net outflows for the month totaled $3.5 billion, with one leading institution redeeming over $2.2 billion, setting a record for the worst performance in history.

The panic is real. Expectations of Federal Reserve rate cuts have been rollercoastering, the US government shutdown hit a new high of 43 days, and account balances surged by over $200 billion, severely "sucking" liquidity out of the market. Leverage liquidations are everywhere, with daily total liquidation amounts exceeding $500 million, and over 170,000 people being wiped out. Under this structure, even a small sell-off can trigger large fluctuations, creating a vicious cycle of automatic liquidations and liquidity drying up.

But there's an interesting detail here.

At the deepest point of panic, on-chain data tells a different story. When Bitcoin was around $84,000, over 430,000 BTC were re-marked at new prices—an unprecedented scale in redistribution history. Whales quietly accumulated chips during this window, while retail investors were cutting losses and fleeing.

Appearances and truth are never the same. Those who truly know how to play the game never panic-sell during times of fear—they're busy picking up bargains.

BTC0,05%

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CryptoTarotReader

· 8h ago

This is the difference between retail investors and big players: one panics to death, the other quietly accumulates at the bottom.

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MrRightClick

· 8h ago

1. 43 million BTC re-marked at a new price level—such scale is unprecedented. Smart money is aggressively bottom-fishing. 2. It’s always the same—retail gets shaken out, whales move in. On-chain data makes it all crystal clear. 3. 170,000 people have been washed out—where do their chips go? I bet 5 bucks it’s into whale wallets. 4. The Fed’s rate cut expectations are on a rollercoaster? Those who cut losses should have seen this drama coming long ago. 5. Surface appearances versus the truth—ultimately, it’s about who’s accumulating against the trend, not who’s dumping against the trend.

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SadMoneyMeow

· 8h ago

It's the same old trick again—retail investors get squeezed, whales scoop up the profits, and we're always the ones getting chopped like leeks.

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SmartContractRebel

· 8h ago

It's the same old trick again—retail investors get shaken out while whales accumulate, always at this rhythm. Why haven't I learned my lesson? Just when everyone is shouting that it's over, on-chain data starts to speak. Truly amazing. 43 million BTC re-marked. I've never seen such a scale, but the question is, how do we know if this is smart money or just a show? Every time they say it's a bargain, how many can truly buy coldly? I'm the kind of person who gets shaken out and leaves the scene.

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