2026-01-14 03:20:42

The sharp decline around 90.1k BTC has sparked numerous guesses among market participants. By analyzing on-chain data, it is found that the main source of this selling pressure points to large transactions by several leading institutions.

The most noteworthy is Blackstone Group's move — they sold $340 million worth of BTC positions in the short term, while also offloading $22 million worth of ETH, directly suppressing the market. Interestingly, this institution had just taken advantage of the market sentiment improvement over the weekend to actively accumulate, only to reverse and sell off at the Monday open. This low-buy, high-sell rhythm is executed with remarkable precision.

This kind of operational pattern is not exclusive to Blackstone. Capital involved with BounceBit has also been frequently repeating this swing trading strategy. Careful observation of these institutions' behavior trajectories reveals a relatively mature trading system: quietly accumulating positions during pessimistic market sentiment and low liquidity, then precisely cashing out after retail investors push prices higher, before patiently waiting for a market correction to enter the next cycle. This cycle seems to have formed a relatively stable rhythm at this stage.

From the current market fundamentals, the total market capitalization of the global crypto market fluctuates around $3.19 trillion, and the market fear index remains in a relatively stable zone at 26, indicating that market sentiment has not become excessively extreme. Under this environment, the main support zone for BTC is approximately between $88,000 and $90,000. If this support is effectively broken, it could mean that institutional sell-offs will continue in the short term. Conversely, if this range receives sufficient support, the next accumulation-rally-sell cycle may be triggered.

For participants, understanding the cyclical characteristics of institutional behavior can be very helpful. In the short term, focus on the support strength around $88,000, and observe the flow of funds in mainstream coins. These indicators often preemptively reflect the early signs of the next institutional operation.

BTC4,96%

ETH6,92%

BB7,01%

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rekt_but_vibing

· 11h ago

Oh no, Blackstone is playing this trick again, it's really impressive. Retail investors are still buying in, the institutions have already left. Whether 88k breaks or not is the key, everyone. This rhythm is indeed stable... too stable, which is a bit scary. Buy on the weekend, crash on Monday, I want to learn this trick too. Wait, are they training us? Haha. If the support is gone, we might have to explore downward again. What’s so stable about panic on the 26th? I saw through it long ago. This cycle system of institutions is truly mature, we are just the leeks. We must hold the 88k level, or it will really drop.

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SatoshiLeftOnRead

· 11h ago

Blackstone's move is really brilliant; they accumulate over the weekend and then dump on Monday. This rhythm is hard to believe. Retail investors are still struggling with support levels, but institutions have already considered us as just a bunch of leeks. Can 88k hold? It seems like the real question is who they will cut next in the upcoming round.

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PortfolioAlert

· 11h ago

Blackstone's move is really brilliant. They accumulate over the weekend and then dump on Monday. Playing it smart. If this momentum breaks below 88k, we need to be cautious. Watch the capital flow. Institutions' cycle has become so mature that it's a bit outrageous. Retail investors are still chasing highs. The support at 88 to 90 needs to hold, or else it will continue to fall. It's just low buy and high sell again. I just want to know when retail investors will get a chance to make money.

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unrekt.eth

· 11h ago

Blackstone's move is really brilliant. They accumulate over the weekend and then reverse to sell off on Monday, a real harvesting machine. Retail investors have long seen through this trick, but they just don't have the money to follow. Whether 88k can hold is the key; if it breaks, they probably will continue to sell off.

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LiquidationHunter

· 11h ago

Blackstone's move is really brilliant. They accumulate over the weekend and then dump on Monday, playing us? The fate of retail investors as the bagholders. The institution's cycle is already clear; they're just waiting for us to follow and take the hit. If 88k can't hold, they'll keep smashing it down; this rhythm is truly frighteningly stable. Again, it's the institution harvesting retail investors, when will it turn around? BounceBit's team is also playing the same game, the rhythm is aligned, are they colluding? Watching the capital flow is the only way to survive. The 88k level is really critical. The Lamborghini hasn't been driven yet, and it's been smashed again. When will the top come?

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WhaleInTraining

· 11h ago

Blackstone's move this time is really awesome. They accumulate over the weekend and dump on Monday, retail investors are doomed to be the bagholders. Institutions are already very skilled at this routine. We're just here to carry their water. Breaking 88k is the key. If it drops further, I'll buy the dip. Anyway, I'm out of money. How stable is this cycle? When will the next round start? It's urgent. So, whether to follow institutions to eat the gains still depends on the flow of funds.

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