Bitcoin Whale Accumulation Fuels Rotation into Infrastructure Plays

Recent data reveals a surge in Bitcoin whale activity, with holdings exceeding 1,000 BTC hitting a four-month high. This coincides with a decline in retail address volume, signaling the potential for a bottoming range. As Bitcoin’s price approaches $90,000 after falling under it on November 18th, experts believe that this shift toward capital rotation offers opportunities for investors to capitalize. On-chain data shows that while sentiment remains fearful, the market is experiencing an accumulation phase, particularly in infrastructure plays.