Recent data reveals that Bitcoin OTC desks are reporting multi-month high balances in November 2025, signaling a shift from retail selling to long-term institutional investing. This trend reflects a significant redistribution of liquidity from short-term sellers to larger investors. 📈
Major players like Coinbase Institutional and Kraken OTC have been key facilitators of these transactions. Their cautious approach suggests that institutions are quietly absorbing Bitcoin without selling into current market volatility.
Why is this significant? The accumulation of institutional holdings has surged, reaching 3.8 million BTC by Q3 2025. This signifies a significant change in market dynamics with potential implications for liquidity and price direction of Bitcoin.
Historically, periods of reduced OTC inventory, followed by increased demand from institutional investors, often precede market stability. The current situation is no exception. The accumulation of these large volumes indicates that we may see another wave of price stabilization, particularly if the trend continues.