自FTX倒閉後罕見 BTC持幣者掀起囤積潮 30天猛掃11萬枚

Although Bitcoin has recently lacked a clear upward trend, the market is bubbling with undercurrents. According to on-chain data from Glassnode, since the FTX collapse in 2022, the market bottom is brewing with the strongest buying momentum. This month, investors across all levels have been actively purchasing, with medium and large holders reaching a three-year high in enthusiasm, signaling an important sign of market recovery after the gloom of the collapse.

Glassnode On-Chain Data Reveals Massive Accumulation by Whales

In the past 30 days, the “Fish-to-Shark” group holding between 10 and 1,000 BTC has performed remarkably well. Glassnode tracking data shows that this group has bought approximately 110,000 BTC in just one month, the fastest monthly accumulation rate since the FTX collapse.

This group, composed of high-net-worth individuals, trading platforms, and institutional investors, now holds nearly 6.6 million BTC, an increase of over 200,000 BTC compared to two months ago. Such active accumulation reflects large investors’ optimism about the market bottom and indicates that confidence is gradually returning after the collapse.

Retail Investors Also Join In, Multi-Level Holders Form Buying Consensus

Surprisingly, retail investors are not willing to fall behind. The small holders, often most sensitive to price fluctuations (holding less than 1 BTC, known as the “Shrimp” group), have also been actively buying in recent weeks, adding over 13,000 BTC, reaching the highest level since November 2023, bringing their total holdings to about 1.4 million BTC.

This indicates that participants at all levels—large investors and retail—are collectively optimistic about the future. Emerging from the panic caused by the FTX collapse, investors are voting with their actions, collectively forming a bottom consensus.

Gloom of the Collapse Fades, Structural Demand Emerges

The phenomenon of both large and small investors taking action reflects the formation of a bottom-up structural buying demand. Whether it’s strategic positioning by institutions or value discovery by retail investors, they point to the same direction—the formation of accumulation at the market bottom.

However, whether this buying momentum is enough to propel the next upward phase remains to be seen. But one thing is certain: since the FTX collapse, the market is gradually repairing its confidence deficit, and the active accumulation by holders is the most direct reflection of this recovery process.