🔍 The rate of decline in OTC market balances: a worrying signal or a new trend?

September 2021 marked the beginning of an impressive trend in the over-the-counter trading market (OTC) with bitcoin. At that time, approximately 486,000 BTC were stored at OTC addresses. However, since then, this balance has decreased by a factor of 4.2, reaching 115,000 BTC at present 📉.

📊 What does it mean?

Such a decline may indicate a growing demand for bitcoins among institutional and large private investors who are actively withdrawing assets from OTC platforms for storage, for example, into cold wallets. An alternative interpretation is the worsening liquidity shortage in the OTC market.

🔢 Withdrawal Mathematics:

If the current rate of supply reduction — about 276 BTC per day — continues, all remaining 115,000 BTC will be exhausted by July 2026 🗓️.

🧠 Why is this important?

📈 Liquidity shortage — can increase volatility and push the price up.

🧊 The growth of cold storage indicates long-term confidence among investors.

🏦 Less OTC — more pressure on exchanges, where prices are more sensitive to demand.

⚠️ Withdrawal: The decrease in OTC balance is not just statistics. It is an indicator of a global shift in the behavior of major players. And if the pace does not change, Bitcoin may enter a phase of acute liquidity shortage within the next two years 🚀. (