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Bitcoin cools as whales pause and treasury trades crack

Signals split. Large holders slow buying, old coins sell less, and BTC treasury stocks lose their premium edge.

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Joe G & Money Talks
December 06, 2025 • Estimated Reading Time: 4 minutes

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What we will talk about today...

Whale Freeze, 86,500 becomes the line

Treasury Premiums Collapse, leverage bites

O’Leary calls a two coin future

Whale Freeze, 86,500 becomes the line

Buying slows, selling pressure also fades. Price sits at a decision point.

  • [Dolphin growth drops]: 100 to 1,000 BTC wallets added 694,000 BTC year over year, down from 965,000. ETF and corporate demand looks paused.

  • [Old coin selling falls]: 5+ year coins spent dropped to about 1,000 BTC from around 2,350. Supply pressure eases.

  • [Key level]: Loss of 86,500 puts 80,500 on the map. Reclaim of 89,800 improves near term structure.

The critical line now sits at 86,500,” said Joao Wedson

Treasury Premiums Collapse, leverage bites

The BTC treasury play shifts from momentum to survival. Treat these stocks as higher beta than BTC.

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  • [NAV switch]: Many DAT equities moved from big premiums to discounts as BTC slid from the 126,000 peak toward 80,000.

  • [Cost pressure]: Several firms hold BTC above 107,000 average cost. Equity downside grows fast when premiums fade.

“The same financial engineering that amplified upside has magnified downside,” Galaxy Research wrote.

O’Leary calls a two coin future

Regulation and big money narrow the field. Your altcoin risk rises as compliance becomes the filter.

  • [BTC and ETH focus]: O’Leary says Bitcoin and Ethereum lead the next cycle as rules tighten.

  • [Institutional bias]: Pension funds and insurers seek large, liquid, compliant exposure, not speculative coins.

“Only Bitcoin and Ethereum are poised to thrive,” Kevin O’Leary said.

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This article is not financial advice. Market conditions can change rapidly, and past performance does not guarantee future results