OTC Desk Bitcoin Balances Reach Multi-Month High
- OTC desks see higher Bitcoin balances after retail sales.
- Institutional holdings rose to 3.8 million BTC in Q3.
- Institutional absorption could stabilize market prices long-term.
OTC Bitcoin desks, including Coinbase and Kraken, reported multi-month high BTC balances in November 2025 as institutions pause accumulation amidst recent market volatility.
This signifies institutional dominance over retail, reducing liquidity and potentially impacting Bitcoin’s price trajectory.
OTC Bitcoin desks have logged their highest BTC balances since August, indicating a strategic pause in institutional accumulation amid price volatility. This phenomenon reflects a significant redistribution from short-term retail sellers to long-term institutional investors.
Major players such as Coinbase Institutional and Kraken OTC are key entities facilitating these transactions. Their measured approach suggests institutional buyers are quietly absorbing liquidity rather than selling into the downturn, altering traditional market dynamics.
The rise in OTC balances could impact the liquidity and potential price direction of Bitcoin and related assets. Institutional BTC holdings increased to 3.8 million by the third quarter of 2025, highlighting their significant market role.
Financial implications include a potential supply crunch as institutional buying pauses, paired with retail-driven sell-offs. The assumption process could have ripple effects on altcoins and maintain stability amid market fluctuations.
Each period of reduced OTC inventory, historically, aligns with institutional accumulation and price stabilization. This pattern suggests that the current dynamics could foster a similar market recalibration.
Insights from analysts like Quinten Francois suggest enduring accumulation by powerful investors. Data trends indicate increased BTC demand from accumulator addresses, hinting at long-term positions backed by liquidity absorption off-exchange.
“OTC desk balances have been steadily draining since January 2022—a clear sign of ongoing institutional accumulation, even when price action is unclear.” – Quinten Francois
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
BNB News Today: Where Authenticity and Blockchain Converge: SuperSuperRare Connects Tangible Collectibles with Digital Asset Ownership
- BNB Chain's SuperSuperRare launches RWA card platform with a Gacha Point Leaderboard ranking users by card value. - The platform's first asset is a PSA-certified Charizard card, enabling NFT trading, physical redemption, and on-chain authentication. - BUIDL tokenized fund's collateralization on Binance highlights BNB Chain's role in tokenizing real-world assets like treasuries and collectibles. - Gamified RWA engagement through leaderboard mechanics aims to attract both crypto-native and traditional coll
Ethereum Update: ETH Reaches $3,000, Yet ETF Withdrawals and RSI Suggest Prudence Ahead of $15,000
- Ethereum (ETH) surged past $3,000 on Nov 15, 2025, sparking speculation about its potential to reach $15,000 amid institutional buying and market optimism. - ETF outflows of $259M and weak RSI (36) signal caution, while BitMine's $840M ETH purchase highlights strategic institutional support. - Cboe's 10-year Ethereum futures aim to boost liquidity, but macroeconomic uncertainty and Fed rate outlooks remain critical risks for sustained growth. - Technical indicators show mixed signals, with key resistance
The COAI Token Fraud: An Alert for Everyday Cryptocurrency Investors
- COAI token scandal exposes DeFi's systemic risks, causing $116.8M loss and 88% price collapse. - Regulatory ambiguity and unpatched vulnerabilities in DeFi infrastructure enable scams, highlighting audit needs. - Experts advocate AI-driven risk tools and thematic due diligence to address governance gaps and fraud. - Retail investors urged to prioritize audits, KYC/AML compliance, and avoid AI bot scams for self-protection.
Bitcoin News Update: Canaan's Strategic Move in Bitcoin Mining Energy Sparks 21% Surge in Shares
- Canaan Inc. shares jumped 21% after reporting $150.5M Q3 revenue, up 104% YoY, driven by Bitcoin mining demand and expanded operations. - Despite a $27M adjusted net loss (vs. -$0.01 expected), cash reserves rose 80.9% to $119M, and EBITDA turned positive at $2.8M. - Record $30.6M Bitcoin mining revenue (37.7% higher computing power) and a 50,000-unit U.S. order fueled growth, boosting crypto holdings to $189M. - CEO Zhang emphasized Bitcoin's energy efficiency over AI infrastructure, with Q4 revenue gui
Trending news
MoreCrypto prices
More
