Simply Bitcoin Are Nation States SILENTLY Buying The Bitcoin Dip?! | EP 1384
Nov 25, 2025
Speculation swirls around whether nation states are quietly accumulating Bitcoin. A clip suggests the US might be stockpiling it for strategic purposes. Discussion reveals Wall Street tactics that help institutions scoop up Bitcoin at lower prices while the retail market fears. Insights into sovereign buyers, like Gulf states, show a long-term vision. Meanwhile, China's mining resurgence and pressures on miner profitability are highlighted. The hosts advocate for strategic accumulation as the market undergoes significant shifts.
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Price-Insensitive Buyers Are Supporting The Market
- Checkmatey and others argue new buyers are banks, sovereigns, and price-insensitive allocators.
- These buyers can soak up large sell volumes and support Bitcoin's price floor.
Follow Long-Term Accumulation, Not Market Noise
- Do consider accumulation strategies when institutions are stealthily buying; timing their public announcements can spike prices.
- Avoid trying to outguess institution-sized accumulation and focus on steady accumulation instead.
Whales And Alternatives Are Absorbing Supply
- ETF inflows may only buy a fraction of coins sold, implying other large buyers mop up the rest.
- On-chain movement spikes and whale long positioning point to heavy accumulation at lower prices.