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Analyst: Bitcoin—During the downtrend, strong players continue to accumulate shares, and large investors’ holdings have hit a new all-time high.
Svmuu News: CryptoQuant analyst Darkfost stated on X that during this correction, large investors holding more than 1 Bitcoin are taking advantage of the price decline to continue increasing their positions; their total BTC holdings have risen to a record high ofexceeding 16.8 million, indicating that long-term allocation demand continues to strengthen and further reflecting the trend toward institutionalization of Bitcoin assets. Data shows that the scale of holdings among this category of investors continues to rise, suggesting that market participants are more inclined toward long-term asset allocation rather than short-term trading. At the retail level, analysis indicates signs of renewed accumulation, though the overall sentiment remains relatively cautious. Currently, retail holdings stand at approximately 1.7 million BTC, still below the all-time high set in December 2023.Some retail investors chose to take profits during the previous rally, while others may have adjusted their exposure through more convenient channels such as ETFs. Analysts believe that although the pace of behavior varies among different investor groups, the market as a whole is gradually reaching a consensus: the current stage is more conducive to long-term allocation, and the trend of capital re-entering the accumulation phase is strengthening.
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