Bitcoin News Today: Institutions Double Down on Bitcoin as Whales Stockpile During Downturn

Bitcoin's recent slide below $90,000 has triggered a surge in whale activity, with large holders amassing the cryptocurrency at a pace not seen this year. According to Santiment, over 102,000 transactions exceeding $100,000 and 29,000 above $1 million have been recorded this week alone, signaling a potential shift from dumping to accumulation. This trend aligns with historical patterns, as Bitcoin has previously found support near similar price levels before rebounding.

The sell-off, which has erased roughly 25% of Bitcoin's value since its early-October peak, has been attributed to profit-taking, macroeconomic uncertainty, and institutional outflows according to analysis. Yet, analysts argue that the current correction may present buying opportunities. "Whales and retail investors are stepping in, with the buy-to-sell ratio at record highs," said Pav Hundal of Swyftx, noting that geopolitical events in the U.S. have amplified market volatility.

Institutional demand remains a key undercurrent. Harvard University's endowment recently allocated $443 million to BlackRock's IBIT, marking a rare and significant bet on Bitcoin's long-term potential. Meanwhile, the Scaramucci family has deepened its exposure, holding 4,004 BTC-valued at $383.86 million-through its investment in Trump's Bitcoin mining firm. These moves underscore growing confidence in Bitcoin's resilience despite short-term turbulence.

Technical indicators add to the intrigue. The cryptocurrency approaches a "death cross" pattern-a bearish signal-though history suggests such events often precede market bottoms. In prior instances since 2023, Bitcoin has rebounded after similar setups, offering cautious optimism for investors.

The broader crypto market has also seen strategic shifts. HTX DAO's deflationary model, which burned over 13.12 trillion tokens in 2025, highlights renewed interest in value-accumulating mechanisms. Meanwhile, Coinbase's expansion of DeFi services in Brazil underscores the sector's adaptability amid regulatory changes.

Despite the bearish sentiment, some firms are positioning for growth. Bullish, a crypto infrastructure platform, reported record-adjusted revenue of $76.5 million in Q3 2025, with Deutsche Bank upgrading its stock to "Buy" due to an improved risk-return profile. The firm's CEO emphasized momentum in options and U.S. exchange businesses, signaling confidence in crypto's evolving ecosystem.

Market participants remain divided on the near-term outlook. While the Fear & Greed Index hit an extreme fear level of 10, institutional inflows and whale accumulation suggest a potential floor could form around current levels according to analysis. As Hundal noted, "This shakeout may be a necessary reset, and the data points to a mechanical rebalancing rather than a structural breakdown." According to reports.