In the Bitcoin (BTC) market, as the influence of institutional investors rapidly expands, approximately 30 trillion won worth of Bitcoin has been reactivated after a long period of dormancy. This suggests not just a simple market rebound, but a strong indication of structural changes within the Bitcoin ecosystem.
On-chain data analysis firm CryptoQuant revealed that approximately 215,000 Bitcoins, worth about $24.7 billion (approximately 34.33 trillion won), have been reactivated this year. This figure is close to the reactivation scale of 255,000 BTC for the entire year of 2024, drawing attention to the meaningful fund movement detected even before the year ends.
Notably, a significant portion of the coins moved from long-term holding wallets originated from wallets of early Bitcoin owners from the 'Satoshi era'. As a result, fund reallocation movements centered on institutions have become more prominent in the recent market compared to individual investors.
Beyond the reactivation scale, exceptional growth has been observed in transaction volume and units. The monthly reactivation scale, which averaged around 4,900 BTC in 2023, has surged by over 526% to 30,674 BTC in 2025, with the average transfer per transaction also rising by over 519% from 162 BTC to over 1,000 BTC. This supports the ongoing structural asset allocation rather than one-time transactions.
Another point of note is the steady inflow of funds into Bitcoin spot ETFs alongside these large asset movements. The daily inflow of spot ETFs has been consistently maintained over the past few months, suggesting that institutional market entry is part of a medium to long-term strategy rather than a simple positive factor.
Market experts view this phenomenon as a powerful catalyst that could trigger a 'supply shock' for Bitcoin. They analyze that if exchangeable quantities gradually deplete while massive investors continue to buy, prices could form unexpected highs.
Ultimately, this BTC reactivation trend may be a turning point where the market player composition itself is changing, not just a simple volume movement. Signals are strengthening that institutions are fundamentally reshaping the market landscape beyond retail-centered expectations.
Real-time news...Go to Token Post Telegram
<Copyright โ TokenPost, Unauthorized Reproduction and Redistribution Prohibited>
