Simply Bitcoin The 3 Reasons Bitcoin JUST Had Its WORST October In 7 Years!! | EP 1366
Oct 31, 2025
October brought disappointment for Bitcoin enthusiasts. Long-term holders sold off significant amounts, creating downward pressure. The discussion explores how liquidity tightening and shifting Fed policies contributed to the market's struggles. On-chain activity hit record lows, raising concerns about retail exhaustion against a backdrop of institutional dominance. Additionally, the potential arrival of a digital euro adds another layer of complexity to the crypto landscape. The hosts illuminate how these factors may alter Bitcoin's traditional cycle.
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OG Sellers Capped The Rally
- Long-term holders sold heavily into the 2025 rallies, limiting upside despite new highs.
- That persistent distribution explains why October failed to become an "Uptober."
Macro Liquidity Tightened
- Liquidity stress rose as banks tapped the Fed repo and QT drained reserves, tightening cash.
- That macro liquidity squeeze reduced risk appetite and pressured Bitcoin demand.
Rate Uncertainty And Quiet On‑Chain Activity
- Fed rate-cut uncertainty knocked risk-on trades and scaled back expectations for October gains.
- Low on-chain Bitcoin activity and high stablecoin flow signaled trading inside centralized products, not retail buying.
