- According to Binance information, the illiquid supply of Bitcoin has reached the highest levels in history, which has led to scarcity-based support, which increases the probability of further increases in the upward trend.
- Strategies of whale accumulation are indicative of increased institutional confidence in Bitcoin as a long-term investment, which assists in avoiding the strong price bases even amid the market corrections.
- As the illiquid supply reaches historic highs, the move to Bitcoin to $150,000 in 2025 has momentum with decreased availability and the continuing growth in demand.
Bitcoin has already surged beyond 120,000, where it has flattened, according to Binance data, its illiquid supply has reached record levels and its liquid supply is dwindling.
Record Illiquid Supply and Liquidity Scarcity
According to new data by Binance, the illiquid supply of Bitcoin is at unprecedented highs, which influences an environment of scarcity that underlies high price action. As there are lower coins in circulation to trade, the pressure on demand is increased and the rally remains.
This shortage is one of the reasons why Bitcoin has been in a position to sustain new highs in the face of the lack of continuous inflows of external liquidity. Coiners are discovering reduced coinage in circulation and this assists in the upward price momentum.
Analysts suggest that as long as illiquid supply remains elevated, Bitcoin could maintain its path toward higher levels. The market is now in what many observers describe as a liquidity scarcity phase, where reduced supply becomes the key driver of price strength.
Whale Behavior and Fragile Market Conditions
Whale activity continues to shape market dynamics on Binance.Trends indicate that large holders are determined to use a long-term accumulation strategy, which is strengthening the belief in Bitcoin as a strategic reserve asset.
This behavior provides support for the rally but also introduces risk. With liquid supply at lower levels, any sudden selling by whales could create sharp downward corrections. The lack of sufficient liquidity means sell-offs would not be easily absorbed.
Market watchers on social media stress that whale dominance creates a paradox. While long-term holding adds strength, it also increases vulnerability. A single shift in whale behavior could quickly reshape the market’s direction.
The Path Toward $150K or Risk of Correction
The current environment presents a dual narrative for Bitcoin’s trajectory.When the illiquid supply keeps rising, the argument in favor of the Bitcoin reaching over 150,000 in 2025 becomes even more convincing.Scarcity-driven support combined with institutional holding strategies may propel prices further.
At the same time, this situation places Bitcoin in what many call a “fragile bull run.” Liquidity scarcity can push prices upward but leaves the market exposed to volatility if sudden selling emerges.
Should liquid supply return through increased selling, Bitcoin could face a sharp retracement. A correction into the $90,000–$100,000 zone remains possible if liquidity conditions reverse. This sets the stage for a critical period ahead where supply dynamics dictate direction.
