Bitcoin whales are dumping billions in holdings as the crypto market faces fresh turbulence, but experts say smart strategies and ETFs are stepping in to ease the pain. With the US government on the brink of reopening and economic relief in sight, could this be the turning point for investors? Dive in to see how these forces are reshaping the scene.
CryptoQuant CEO Ki Young Ju dropped a bombshell this week, revealing that big Bitcoin holders, known as whales, have been offloading billions since the asset topped $100,000. This selling spree has fueled bearish vibes across the market, leading to mild corrections after weeks of dominant selloffs.
Ki Young Ju pointed out that these whales dumped over 1 million BTC without crashing prices, thanks to clever market plays. His analysis, shared on social platforms, highlights how on-chain data shows spikes in leverage and dollar strength playing roles. Investors watched Bitcoin hover around $105,137 amid the pressure, with many wondering if this signals a deeper dip.
This isn’t just random chatter. Data from CryptoQuant, gathered in early November 2025, shows whale activity ramping up since Bitcoin hit that milestone. The selloffs come after a wild ride where Bitcoin surged past $110,000 earlier this month, only to face resistance at lower levels.
On Monday, November 10, the market caught a breather. Expectations of US economic relief measures helped stabilize things, pulling back from five straight weeks of heavy selling.
ETFs and Strategies Neutralize the Pressure
But here’s the twist: Ki Young Ju explained that exchange-traded funds (ETFs) and sharp trading strategies have neutralized much of this whale selling pressure. These tools absorb the dumps, keeping prices from free-falling and creating what he calls a “golden buying opportunity” for savvy players.
Think about it like this. ETFs, which track Bitcoin’s price, have drawn in institutional money, balancing out the outflows from old-school whales. According to CryptoQuant’s latest report, released just days ago, this shift has flushed out overleveraged positions, making room for more stable growth.
Retail investors are pulling back too, with signals showing a 2% drop in Bitcoin’s value at the start of November 2025. Yet, Ju warns of upcoming volatility, noting that major players in the futures market have been sidelined.
This neutralization isn’t new. Back in July 2025, Ju backtracked on his earlier bearish cycle theory, citing a surge in institutional interest. That move alone shifted market sentiment, proving how ETFs can act as a buffer.
- Institutional inflows: Up 15% in the last quarter, per industry trackers.
- Whale sales impact: Minimal on overall liquidity due to ETF buys.
- Volatility forecast: High in the short term, with potential rebounds.
Economic Relief Boosts Crypto Hopes
A big factor easing the strain is the high chance of the US government reopening this week. Markets are buzzing with a 96% expectation for resolution, which could unlock economic relief and boost investor confidence.
This comes at a perfect time. The crypto space has seen bearish shifts, with Ethereum struggling below $4,000 and Bitcoin facing resistance at $105,000. But with government stability on the horizon, traders see breathing room after the recent selloff dominance.
Analysts point to broader economic signals. The US dollar index (DXY) has influenced crypto moves, and relief measures could weaken it, giving digital assets a lift. A report from Bitget News in early November 2025 noted five alarming signals, including retail retreat and institutional pressure, but also hinted at rebounds in older cryptocurrencies.
It’s all connected. When the government reopens, it might ease macroeconomic gloom, as highlighted in a PANews update four days ago. This could mean less fear and more hope for crypto holders.
| Factor | Current Status | Potential Impact |
|---|---|---|
| US Gov Reopening | 96% Expected This Week | Stabilizes Markets, Boosts Relief |
| Bitcoin Price | Around $105,137 | Mild Corrections, Possible Rebound |
| Whale Activity | Billions Sold Since $100K | Neutralized by ETFs |
| Market Volatility | Bearish with Corrections | High Short-Term Risk |
Deeper Look at Market Trends
Diving deeper, the crypto market’s cautious turn in November 2025 stems from mixed signals. Bitcoin’s bull run, once roaring, hit snags as whales cashed out, but not everyone agrees it’s doom and gloom.
Ju’s take from a month ago warned of volatility as the market reaches an inflection point. Yet, stories of whales buying during crashes, like one on Bitfinex snapping up 300 BTC daily in August 2025, show resilience.
This pattern echoes earlier in the year. In March 2025, Ju declared the bull cycle over, predicting sideways action. Fast forward, and while some pain lingers, institutional surges have changed the game.
For everyday investors, this means watching for entry points. The selling pressure hasn’t collapsed prices, thanks to on-chain balances and leverage flushes, as per Ki Ecke’s analysis two days ago.
One key stat stands out. Over $5 billion in options expired recently, adding to the mix, according to trading updates.
The market’s fear index sits at 21, signaling caution but not panic. As we head into mid-November, these trends could evolve with any US policy shifts.
The crypto world is watching closely as Bitcoin whales keep selling billions, but ETFs and strategies are holding the line against collapse. With the US government likely reopening soon and economic relief on the table, this bearish phase might flip to opportunity, offering hope amid the volatility.

