Bitcoin rotates from OG holders to TradFi buyers in latest market dip: CryptoQuant CEO
Key Takeaways
- Original Bitcoin holders ('OGs') are selling their Bitcoin holdings during the market dip.
- Traditional finance investors, such as institutions and funds, are buying the Bitcoin being sold by early adopters.
Original Bitcoin holders are selling during the current market dip, transferring assets to traditional finance buyers who are expected to hold for the long term, according to CryptoQuant CEO Ki Young Ju.
This rotation reflects a broader shift from early crypto adopters to institutional liquidity channels such as ETFs, pension funds, sovereign funds, and corporate treasuries. These new inflows continue to strengthen despite the dip, altering or even breaking the traditional Bitcoin market cycle structure.
Strategy continues to play a role in Bitcoin liquidity, maintaining its position during market changes and emphasizing its long-term holding strategy as a corporate holder.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
2026 Energy Forecast: Renewable Energy Grows, Emissions Steady as AI Expands
- U.S. wholesale electricity prices projected to rise 8.5% in 2026 due to AI/data center demand surging in Texas. - Renewables to reach 26% of U.S. generation in 2026, but CO₂ emissions remain flat at 4.8 billion metric tons. - Tech giants invest $40B+ in AI infrastructure, driving innovations like Airsys' zero-water cooling systems and MiTAC's liquid-cooled clusters. - Natural gas maintains 40% generation share despite $4.00/MMBtu price surge, while oil prices fall to $55/barrel amid stable production. -
Ethereum News Update: Major Institutions Make Significant Investments in Ethereum as Recent Upgrades Pave the Way for Widespread Adoption
- BitMine Immersion (BMNR) now holds 3.6M ETH ($11B), becoming Ethereum's largest treasury via a pure-play staking model. - Ethereum's Fusaka upgrade (Dec 3, 2025) introduces PeerDAS and Verkle Trees to boost scalability to 150M gas units per block. - Institutional adoption accelerates with Singapore Exchange launching crypto futures and BMNR's stock seeing $1.4B daily trading volume. - Regulatory developments like the U.S. GENIUS Act and SEC's Project Crypto aim to clarify tokenized assets, boosting tradi

Solana Latest Updates: VanEck's SOL ETF Custody Agreement Indicates Growing Institutional Adoption of Blockchain Assets
- VanEck partners with SOL Strategies to custody its Solana (SOL) ETF, advancing institutional blockchain adoption. - SOL Strategies' ISO 27001/SOC 2-certified validator node secures $4.37B in assets for the ETF's staking operations. - The ETF builds on existing $382M in inflows from competing Solana funds, signaling growing institutional demand for crypto exposure. - The partnership validates SOL Strategies' infrastructure capabilities and highlights rising interest in compliant staking solutions.

Investors Are Now Able to Buy and Sell Digital Shares of a Maldivian Resort Prior to Its Construction
- Trump Organization and Dar Global launch world's first tokenized hotel project in Maldives, using blockchain for real-time asset-backed token trading. - The 80-villa resort allows investors to buy digital shares during development, enabling fractional ownership and liquidity in luxury real estate. - This model democratizes access to high-end investments, building on Dar's 2022 Oman NFT experiment and Trump's crypto-focused corporate strategy. - Analysts predict $4 trillion in tokenized real estate by 203
