Key Insights
- 91 new Bitcoin whale wallets appeared since November 11.
- Retail holders of 0.1 BTC or less are exiting fast.
- Bitcoin price diverges from whale wallet growth.
Bitcoin is showing signs of shifting momentum as large investors increase their holdings. The number of Bitcoin Wallets containing more than 100 BTC has been increasing since November 11, whereas smaller wallets are leaving. This trend is an indication of a significant deviation in market behavior. Fear is increasing by retail investors but the whales are still accumulating. These patterns tend to be close to market turning points, which are good indications of possible price recovery in the future.
Bitcoin Wallets Holding 100+ BTC Rise
Bitcoin wallets with 100+ BTC are increasing while small holders exit. On-chain data shows a sharp divergence. According to Santiment, 91 new wallets with at least 100 BTC have appeared since November 11.
This is a growth of 0.47% in large wallets. This is in spite of the fact that Bitcoin prices have been weakened during November. This change is obvious in the TradingView chart, as the number of wallets increases as the prices decrease.
🐳 The number of wallets holding at least 100 Bitcoin has risen by +0.47% (91 wallets) since November 11th. Meanwhile, small wallets (especially 0.1 $BTC or less) have been shrinking in number. Retail capitulation will generally play out well for crypto prices in the long run. pic.twitter.com/I0C6EV24QV
— Santiment (@santimentfeed) November 25, 2025
In the meantime, wallets containing 0.1 BTC or fewer keep on decreasing. The small investors are hastily becoming sellers. Everything in this trend shows a typical retail surrender. As a rule, these stages coincide with the reversals of bullishness in the future.
Historically, retail exits often occur at market bottoms. Whales accumulating during this period signal long-term confidence. Their actions suggest they expect a future price rebound.
The crypto market is recovering gradually. Though the prices have been pressured down, the behavior of the investors suggests their strength in the future. As a matter of fact, the price to whale accumulation divergence is bullish.
Retail Capitulation Signals Market Shift
Bitcoin is scaring off retail investors due to fear. Smaller Bitcoin wallets containing 0.1BTC or less are dwindling rapidly. This decline in the small wallets coincides with the high levels of extreme fear on sentiment indices. With the exit of the small holders, the larger investors become more exposed. This deviation usually happens at critical crossroads. Such arrangements usually work out, according to Santiment, once the selling slows down.
Whales tend to accumulate when retail participants panic. Bitcoin’s price made new lows in November. Yet, large wallet holders steadily increased their holdings. This is a common pattern before recoveries.
This can be viewed as a good entry point by the long-term investors. When the fear becomes maximum, market bottoms develop. The buying of weakness by whales means that they have excessive confidence in future returns.
Bitcoin Price Analysis: Is BTC Heading To $90k Soon?
Bitcoin price traded at $86,977 on November 25, 2025, with a slight surge of 2% in the past 24hours. The Bitcoin price eyes more recovery ahead as other crypto coins like ETH, DOGE, and SOL are seeing a slight recovery. If Bullish recovery continues, the BTC price could overcome the resistance level of $90,000 in the near term.
The technical indicators show bullish signals with the MACD line hovering above the signal line. The RSI is 50, slightly above the neutral levels, which means BTC is neutral, eyeing more bullish movement ahead.
To sum up, the presence of whales in the accumulation of Bitcoin wallets during the retail capitulation is an indication of the possible market recovery. With the increase in the holdings of the larger investors, the small retail investors are forced to drop out, which makes it possible that a bullish reversal may occur. This deviation reflects a good entry point for long-term investors.
Also Read: Strategy Is Neither Fund Nor Holding Company: Michael Saylor
