Bitcoin often reveals its strongest signals through wallet behavior. Every move of wallet activity tells a story about confidence, strategy, and long-term positioning. Recent data highlights a subtle but powerful shift that investors cannot ignore. Wallets with more than 100 BTC are on the rise again, and this rise signals renewed interest among deep-pocketed investors.
This trend started after November 11th and continues to accelerate. Large wallets rose more than 0.47 percent, with 91 new wallets crossing the 100 BTC mark. At the same time, the number of wallets below 0.1 BTC has decreased. This change provides important insight into how Bitcoin wallet circulation and market cycles will evolve. Many traders are currently closely monitoring this trend, as it often reveals future price movements.
As the market moves into a new phase, long-term positioning becomes more important. The current changes create a natural divide between large BTC holders and small retail participants. These changes also reflect strong BTC accumulation trends, which often appear before major market movements. Understanding this development can give investors an edge and prepare them for future changes in behavior.
⚡️100 BTC wallet is increasing!
Since November 11th, wallets holding 100 BTC or more have gained +0.47% (+91 wallets), while smaller holders ( — Coin Bureau (@coinbureau) November 29, 2025)
Confidence in long-term Bitcoin value grows, increasing the number of large wallets
The steady rise of the 100 BTC wallet is sending a strong signal. Investors with deeper convictions continue to accumulate, while smaller holders exit. This large increase in BTC holders indicates that many expect better market performance going forward.
The distribution of Bitcoin wallets often reflects investor confidence. As large wallets grow, strong hands prepare for future upside. These investors typically follow long-term cycle strategies that focus on multi-year outcomes. Since November, these strategies have gained momentum and the BTC accumulation trend has expanded to several wallet categories.
Small wallets decline as retail participation slows
Wallets with less than 0.1 BTC decreased during the same period. This decline reveals a clear slowdown in retail purchases. Amid heightened uncertainty, many small holders booked profits or exited. This type of decline often occurs near the midpoint of a cycle or early in a consolidation.
Retail investors tend to chase prices during hype. When the market cools, we scale back. This change affects the distribution of Bitcoin wallets, as retail wallets affect the lower end of the spectrum. However, this decline does not diminish market forces. Instead, it filters out the noise and enables more powerful accumulation by experienced investors.
Even when retail is down, large BTC holders will thrive. They buy with patience and strategy. During these periods, BTC's accumulation trend grows rapidly and the pressure for the next strong move continues to build. This dynamic has played out in past cycles and is re-emerging today.
What this change means for the market going forward
Current changes offer useful insights. The increase in large BTC holders indicates growing confidence. The decrease in small wallets indicates a decrease in noise. Together, these trends create a stronger structure for long-term exercise.
Investors are now closely watching the next steps. If the circulation of Bitcoin wallets continues to shift to large-scale holders, supply will become even tighter. The accumulation trend in BTC will strengthen and the market will prepare for a bigger move. These signals are important because the market often follows wallet behavior.
Further expansion of the 100 BTC category may be revealed in the coming weeks. If this trend continues, the long-term structure will become even stronger. This move will build the foundation for a healthier and more balanced market.
