WHY IS BITCOIN CONTINUING TO FALL WHILE INSTITUTIONS ARE MAKING BILLION-DOLLAR PURCHASES?
Bitcoin is not falling due to weak fundamentals, but due to concentrated and forced selling pressure, mainly coming from Asia.
Summary of what is happening: • China has resumed restricting mining, causing a ~8% drop in hashrate. • Even with lower participation than in 2021, this forces immediate reactions from miners and large holders. • There is forced selling, not speculative.
The two main sources of selling: 1. Asian whales (OGs) • They anticipated regulatory pressure and began selling weeks in advance. • On-chain data shows an increase in sales by long-term holders. 2. Miner capitulation • Operations halted → revenue disappears → equipment and BTC in reserve are sold. • Sales occur regardless of price.
Where the selling is happening: • Asia (Binance, Bybit, OKX): consistent net spot sales. • USA (Coinbase): net purchases continue. • ETF outflows from the USA do not solely explain the decline.
Conclusion: • The USA is buying, but the selling pressure is coming from Asia. • It is not panic, it is a transfer of supply. • The price tends to remain pressured until this forced selling ceases.
🔥 AGORA: Grayscale predicts that Bitcoin will reach a new all-time high in the first half of 2026, driven by increasing institutional demand and greater regulatory clarity in the US.
Bitcoin is down today for a very simple reason, and almost no one is explaining it correctly.
It's coming directly from China, and the timing of the delivery is crucial.
That's right, China is bringing down bitcoin, AGAIN.
Here's what is happening:
China has just tightened regulations on domestic Bitcoin mining again.
Only in Xinjiang, a large portion of mining operations were shut down in December.
Approximately 400,000 miners went offline in a short period of time.
You can already see this in the data: The network's hash rate dropped by about 8%.
When miners are forced to go offline in this way, several things happen quickly:
– They lose revenue immediately They need money to cover costs or to relocate. – Some are forced to sell BTC on the market. – Uncertainty increases in the short term
This creates real selling pressure, not the opposite.
This is not a long-term bearish signal for Bitcoin.
It is a temporary supply shock caused by incompetent policy, not by demand.
We've seen this movie before.
China represses → miners shut down → hash rate drops → price fluctuates → network adjusts → Bitcoin moves on.
We should expect more short-term pain, but in the long run, this does not matter.
LATEST NEWS: 🇺🇸 The U.S. regulator, OCC, approves that the Bitcoin infrastructure company BitGo and Fidelity Digital Assets become national trust banks 👀