Simply Bitcoin Whales have OFFICIALLY DUMPED 4,000,000 Bitcoin?! [IS IT OVER] | EP 1400
Dec 17, 2025
James from Stamp Seed, a creator of secure titanium seed-stamping kits, joins to talk about Bitcoin's resilience in the face of a massive sell-off. They explore how institutional investors are reshaping market dynamics and absorbing long-term holder supplies. James emphasizes the advantages of using metal plates over paper for seed storage and shares insightful security tips. They also discuss the importance of self-custody and the potential for Bitcoin to become a cornerstone asset in investment portfolios.
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Mass Long-Term Holder Reactivation
- K33 found ~20% of Bitcoin supply was reactivated over two years, the largest since 2017.
- That large long-term holder distribution likely explains muted price appreciation despite high liquidity demand.
Institutions Are Absorbing Old Coins
- The report ties much of the reactivation to institutional products like spot ETFs and corporate treasuries.
- Institutional demand appears to absorb heavy selling, changing market dynamics versus past retail-driven cycles.
Take Self-Custody Seriously
- Take custody seriously and move Bitcoin into self-custody where you control the keys.
- Institutional accumulation means you should avoid leaving large amounts on custodial platforms if you value sovereignty.