Bitcoin marketIt is noteworthy that data indicating that long-term investors have switched to the buying side again after months of sales pressure in the market. According to in-blockchain analysis, long-term investor balance has clearly increased for the first time since July 2025. Although the price retreated more than 26 percent in the same period, this change is considered a critical signal for the medium-term direction of the market. The transformation in the behavior of corporate and large-scale investors is approaching the end of the year. Bitcoin brought the search for a new balance to the agenda.
Return Signal for Long-Term Bitcoin Investors
In-blockchain data provider checkonchainAccording to the analysis shared by , the net change in long-term investor supply in the 30-day period passed into the positive zone for the first time after July 2025. In the same period, while the price of Bitcoin dropped to $ 87,300, it was observed that the large-scale sales, which were the main source of pressure on the price in the previous months, weakened. The data reveals that wallets, especially those that have been dormant for a long time, are starting to accumulate again.
It seems that this trend has become more evident in the last 24-hour movements. Leading corporate acquisitions Strategymade a new purchase of 1,229 BTC. While this transaction created a net increase in the total balance of the long-term investor group, it showed that the market was shaped by long-term expectations despite short-term fluctuations. Analysts point out that these purchases are combined with the recovery in individual investor demand.
The re-increase of positions by long-term investors has brought the expectations of a seasonal increase, called the “Christmas rally”, to the agenda again in the period extending to 2026. While the decrease in selling pressure allows the price to consolidate in a narrow band, comments that this change in the demand side creates a new balance in the market stand out.
Factors Supporting Bitcoin on Technical and Macro Fronts
The technical outlook paints a more constructive picture with increased long-term investor demand. On the weekly price chart BTC/USD parity It is retesting a strong demand zone. It is evaluated that if this region is maintained, the price may move towards a new all-time high in the medium term. On the technical analysis front, the $80,000 level is watched as the critical threshold. A possible drop below this level could bring up the support zone around $77,000.
Macroeconomic conditions also provide a basis in favor of Bitcoin. The increase in global money supply, the ongoing upward trend in precious metals and the limited supply structure are the biggest cryptocurrencyIt is among the main factors supporting the long-term demand for oil. The fact that Bitcoin’s total supply is limited to 21 million coins strengthens the perception of an alternative store of value in an inflationary environment.
Although price performance has been negative by over 7 percent since the beginning of the year, internal blockchain data and fundamental indicators indicate that the medium-term outlook is not completely deteriorated. The fact that long-term investors are turning to savings again stands out as an important signal that the market is focusing on structural dynamics rather than short-term fluctuations.
