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Smart Money Moves In After $160M BTC Crash—Is a Rally Coming?

Key On-Chain Signals:

  • $160M long liquidations on Binance as BTC hit $101K
  • Over 4,000 BTC outflows from Binance post-selloff
  • LTH Realized Cap exceeded $37B — highest since June 2023
  • Three key takeaways: leverage reset, supply shock, structural resilience
  • Potential for more stable growth after market cleansing

💥 $160M Liquidation Squeeze Hits Binance

According to a new on-chain report shared by CryptoQuant, recent market turbulence has triggered major shifts across Bitcoin trading dynamics — from a large-scale long liquidation event on Binance to a significant rise in long-term holder conviction.

Bitcoin experienced a sharp long liquidation cascade on Binance, where over $160 million in leveraged long positions were wiped out as BTC briefly dipped below the $101,000 level.

According to the report, this cluster of liquidations caused short-term volatility but may have created an opportunity for longer-term market participants. These events often mark local capitulations, which historically have preceded accumulation phases and eventual price rebounds.

📤 Binance Sees Over 4,000 BTC in Outflows

In response to the sell-off, Binance recorded over 4,000 BTC in withdrawals, signaling that investors may be pulling funds off exchanges in anticipation of future upside or to safeguard assets from further volatility.

Notably: The last major deposit spike occurred on May 22, and since then, outflows have consistently outweighed inflows — reinforcing the thesis of growing accumulation.

💎 LTH Realized Cap Breaks $37 Billion

While short-term traders took heavy losses, long-term holders (LTHs) showed remarkable resilience. The report highlights that the LTH Realized Cap — an on-chain metric reflecting the capital basis of long-term coins — has surpassed $37 billion, reaching its highest level since June 2023.

This divergence between STH (short-term holder) volatility and LTH accumulation points to a structural reset in the market.

🔮 Outlook: Volatility Now, Strength Later?

CryptoQuant’s data underlines three key takeaways:

1. Leverage Reset — The long squeeze at $101K has cleared overleveraged positions

2. Supply Shock — Sustained BTC outflows from Binance indicate long-term accumulation

3. Structural Resilience — LTHs continue to gain conviction amid short-term noise

🧠 What This Means for the Market

While retail investors may be rattled by price whipsaws, these on-chain shifts suggest Bitcoin is entering a healthier phase — one marked by:

  • Reduced leverage
  • Strong hand accumulation
  • Potential for more stable growth

Historically, such patterns have preceded significant price rallies as the market clears out weak participants and consolidates among long-term holders.

Bottom Line: The $160M liquidation event at $101K, combined with 4,000+ BTC outflows from Binance and record LTH conviction ($37B realized cap), suggests Bitcoin may be undergoing a healthy market reset that could set the stage for more sustainable upward momentum as overleveraged positions clear and smart money accumulates.

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