Bitcoin's Momentum May Be Waning Amid Stablecoin Outflows and Shifting Holder Behavior

Edited by: Yuliya Shumai

Bitcoin's (BTC) momentum may be waning as it retreats from its all-time high of $111,814 and trades in the mid-$100,000 range. Emerging on-chain data signals potential shifts in the cryptocurrency's market dynamics, impacting its global trajectory.

According to a CryptoQuant Quicktake post from May 2025, the Bitcoin market is experiencing significant stablecoin outflows from Binance. Over $1 billion in stablecoins have left the exchange, indicating reduced risk appetite among traders.

Long-term holders (LTH) have also reduced their exposure, with the Net Position Realized Cap plummeting from $28 billion to $2 billion by the end of May 2025. Wallet behavior shows large holders offloading positions while smaller retail cohorts accumulate.

However, other on-chain data suggests a continued upward trajectory for BTC. CryptoQuant contributor Crypto Dan highlighted that the Bitcoin Net Realized Profit/Loss (NRPL) metric supports further gains.

Additionally, BTC outflows from centralized exchanges are increasing, including a recent 7,883 BTC withdrawal from Coinbase. At press time, BTC trades at $103,854, down 0.2% in the past 24 hours.

Sources

  • NewsBTC

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