Urgent Bitcoin Price Warning: Long-Term Holders Offload 241,000 BTC, Is Sub-$100K Next?

The cryptocurrency market faces a critical juncture. Recent data reveals a significant **Bitcoin sell-off** by long-term holders. This movement could signal a challenging period for the **Bitcoin price**. Investors are now asking: is a drop below $100,000 on the horizon?

BTC Long-Term Holders Drive Market Shift

Long-term Bitcoin holders (LTHs) are typically known for their steadfast conviction. However, these entities, defined as holding BTC for at least six months, recently began offloading substantial amounts. This activity coincided with Bitcoin reaching new all-time highs above $124,500 in August.

Specifically, a CryptoQuant analysis by Maartunn highlights a notable shift. Over the past 30 days, the net supply held by LTHs decreased by 241,000 BTC. This significant sum equates to approximately $26.8 billion at current market prices. Maartunn noted this as one of the largest drawdowns since early 2025.

Furthermore, this selling pressure is not isolated. Whales, another class of large holders, also offloaded over 115,000 BTC during the same period. Such synchronized selling by major participants often precedes market volatility.

Weakening Institutional Demand Impacts Bitcoin Price

Beyond individual and whale selling, institutional demand for Bitcoin also shows signs of weakening. While total holdings by Bitcoin Treasury Companies reached a record 1 million BTC, their buying growth has slowed sharply in the last month. This trend directly affects the overall **Bitcoin price** trajectory.

For example, Strategy’s monthly BTC purchases collapsed from over 134,000 BTC in November 2024 to just 3,700 BTC in August 2025. Other Treasury Companies purchased 14,800 BTC in August, a stark contrast to their record 66,000 Bitcoin acquisition in June 2025.

CryptoQuant’s latest Weekly Crypto Report confirms this slowdown. August purchases fell below the 2025 monthly averages for both Strategy (26K BTC) and other firms (24K BTC). This indicates a cautious approach from institutional players.

Charles Edwards, founder of Capriole Investments, further emphasized this point. He highlighted a continuous fall in the rate of companies purchasing Bitcoin per day. Edwards questioned whether institutions are simply exhausted or if this represents a temporary dip. Reduced institutional buying exacerbates existing demand weaknesses, potentially driving prices lower.

Bearish Technicals Target $95,000 for BTC

Technical analysis also paints a bearish picture for the **BTC price prediction**. Bitcoin experienced a 14% drop from its August 16 record high of $124,500. It reached a seven-week low of $107,500 on August 30. Although the price recovered to around $111,500, this movement formed a bear flag pattern on the daily chart.

Bitcoin recently dropped below this bear flag on Saturday. It is now retesting the lower boundary of the flag at $112,000, which also aligns with the 100-day Simple Moving Average (SMA). Failure to establish $112,000 as support could trigger a continuation of the downtrend. The measured target for this bear flag pattern stands at $95,500, representing a potential 14.5% drop from current levels.

Analyzing the Broader Crypto Market Outlook

Despite the short-term bearish indicators, the broader **crypto market analysis** offers a more nuanced perspective. The current 13% pullback from Bitcoin’s all-time high is shallower than previous market corrections. X user Coin Signals noted this, suggesting the macro picture remains relatively healthier.

However, recent predictions indicate that Bitcoin could drop below $90,000 while still maintaining its long-term trajectory toward new all-time highs. A 30% drawdown from the current all-time highs would place the BTC price bottom at $87,000. This level aligns with the realized price for 6-12 month holders, a significant on-chain metric.

The confluence of long-term holder selling, reduced institutional demand, and a bearish technical pattern suggests significant headwinds for Bitcoin. While the long-term outlook remains debated, immediate pressures point to potential further downside. Investors should conduct thorough research and consider market volatility. This article does not contain investment advice or recommendations.