Data Shows Bitcoin Buyers Going All-In at Record Pace

Bitcoin accumulator addresses just set a new all-time high by purchasing over 375,000 BTC in 30 days, with more than 50,000 BTC added yesterday alone, according to CryptoQuant ￰0￱ aggressive buying persists even as overall market demand has slowed, while Bitcoin hovers around $101,000 amid extreme fear and a 37-day government shutdown that’s draining $15 billion weekly from U. S. GDP.) November 6, 2025 Macro Headwinds Reshape Ownership Ratio Bitcoin’s ownership structure has transformed dramatically as entity-scale holders surged their holdings 21.7% to 7.05 million BTC following spot ETF approval in January 2024, while retail holders reduced their balances by roughly 20% to 3.4 million BTC.

Uphold’s head of blockchain research, Martin Hiesboeck, attributes the shift to whales moving billions into regulated ETFs, drawn by tax advantages and easier access to institutional services, marking the first time self-custody may be declining in Bitcoin’s history. Notably, Crypto trader Alex Kruger outlined a cautious market outlook, noting that the government shutdown poses near-term headwinds until it is resolved, estimated to occur sometime between the end of next week and Thanksgiving. Afterward, he expects “ BTC +5% or more within 48 hours of deal. ” The December 10 FOMC meeting could prove hawkish as most Fed officials favor a pause not currently priced in, while a potential new Fed chair nomination before year-end could prove “bullish to very bullish.” Market outlook for risk assets into year end and beyond ￰1￱ Shutdown: cautious stance until ￰2￱ over: bullish, estimated to be resolved sometime between end of next week and ￰3￱ BTC +5% or more within 48 hours of deal. 3.

FOMC… — Alex Krüger (@krugermacro) November 7, 2025 Analysts Divided on Whether Bull Market Has Ended Market sentiment has turned overwhelmingly negative following Bitcoin’s first October loss in seven years, with the 3.69% decline drawing nervous comparisons to 2018 when BTC plunged 36.6% in November after a similar October ￰4￱ analyst Ted Pillows warned that crypto markets are heading lower, stating that “there’s a time to be ￰5￱ is not that time.” There’s a time to be ￰6￱ is not that time. — Ted (@TedPillows) November 6, 2025 FXTM’s senior market analyst, Lukman Otunuga, told Cryptonews that it has been a “ rough and rocky ” few weeks, with sellers striking at every opportunity, and cumulative ETF outflows exceeding $1 billion since October ￰7￱ gold and the S&P 500 have clocked year-to-date returns of 52% and 15%, respectively, Bitcoin’s lagging at 8%, with Otunuga warning that a “ solid move below $95,000 ” could lead to BTC’s first negative year since ￰8￱ Coin Bureau’s co-founder Nic Puckrin offered a more balanced view, telling Cryptonews that a sustained drop below $100,000 “ is possible, but certainly not inevitable ,” arguing that OG Bitcoiners are “ simply taking profits after holding for a long time ” rather than losing ￰9￱ cautioned that “ many digital asset treasuries will sell in a downturn, because they have raised funds under specific terms and will need to meet those obligations, regardless of the price of BTC ,” which could amplify selloffs through leverage.