Analyzing the Causes Behind the Recent Bitcoin Sell-Off
Bitcoin approaches $100K amid a significant distribution event, with long-term holders selling 400,000 BTC. In this episode, Hurley explores the factors driving the recent sell-off.

Swan Bitcoin
99.9K views • Nov 4, 2025

About this video
Bitcoin is slipping toward $100K just as long-term holders dump 400,000 BTC into one of the largest distribution waves in history. In this episode Hurley unpacks why OG whales are selling into strength while global liquidity expands, and why macro investor Jordi Visser calls this Bitcoin’s “IPO moment” — the rotation from early believers to global capital. We walk through volatility compression, liquidation heat maps, ETF and corporate treasury demand, and what a maturing monetary network really looks like.
Jordi Visser on The Pomp Podcast - https://www.youtube.com/watch?v=Pry8GotwAeA
Timestamps
00:00:00 - Bitcoin's Price Struggles: A Deep Dive
00:01:02 - The Great Distribution: Long-Term Holders Sell
00:02:17 - Fear and Doubt: Echoes of 2020
00:03:00 - Bitcoin's IPO Moment: A New Perspective
00:04:50 - The Shift in Ownership: From OGs to Institutions
00:06:15 - Volatility and Concentration: Changing Dynamics
00:07:40 - The Calm Before the Storm: Market Compression
00:09:26 - Liquidation Heatmap: Short Positions Explained
00:10:41 - Global Liquidity: The Hidden Tailwinds
00:11:32 - The Future of Bitcoin: Maturation and Growth
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► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour!
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WARNING: Beware of scammers who use Swan’s image and name in the comment section. We will never ask you to contact us through YouTube. If you have any questions and want to reach us directly, follow our Twitter account https://twitter.com/Swan and send us a message.
Jordi Visser on The Pomp Podcast - https://www.youtube.com/watch?v=Pry8GotwAeA
Timestamps
00:00:00 - Bitcoin's Price Struggles: A Deep Dive
00:01:02 - The Great Distribution: Long-Term Holders Sell
00:02:17 - Fear and Doubt: Echoes of 2020
00:03:00 - Bitcoin's IPO Moment: A New Perspective
00:04:50 - The Shift in Ownership: From OGs to Institutions
00:06:15 - Volatility and Concentration: Changing Dynamics
00:07:40 - The Calm Before the Storm: Market Compression
00:09:26 - Liquidation Heatmap: Short Positions Explained
00:10:41 - Global Liquidity: The Hidden Tailwinds
00:11:32 - The Future of Bitcoin: Maturation and Growth
► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide
✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=social&utm_source=youtube&utm_content=content_description
► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes
✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=social&utm_source=youtube&utm_content=content_description
► Secure your Bitcoin with Swan Vault
✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=social&utm_source=youtube&utm_content=content_description
► Download the all-new Swan Bitcoin App
✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=social&utm_source=youtube&utm_content=content_description
► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour!
✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=social&utm_source=youtube&utm_content=content_description
► Connect with Swan Bitcoin:
✔ Twitter: https://twitter.com/Swan
✔ Instagram: https://instagram.com/SwanBitcoin
✔ LinkedIn: https://linkedin.com/company/swanbitcoin
✔ Threads: https://www.threads.com/@swanbitcoin
✔ Facebook: https://www.facebook.com/SwanBitcoin/
✔ TikTok: https://www.tiktok.com/@realswanbitcoin
WARNING: Beware of scammers who use Swan’s image and name in the comment section. We will never ask you to contact us through YouTube. If you have any questions and want to reach us directly, follow our Twitter account https://twitter.com/Swan and send us a message.
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Video Information
Views
99.9K
Likes
3.3K
Duration
12:52
Published
Nov 4, 2025
User Reviews
4.7
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