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BREAKING: Bitcoin fear index hits yearly low, but it’s time to accumulate, not panic

The market’s terrified - but Bitwise says that’s exactly when smart money steps in.

Bitcoin’s Fear & Greed Index just crashed to 24 - its lowest level in a year.

Last week, it was sitting at 71 (Greed).

Now it’s full-blown Fear.

Google searches are down. Retail’s still silent. And traders are still nursing losses after last week’s $20B liquidation.

But beneath the panic, the structure’s shifting fast.

Bitwise analysts say the selling pressure has already burned out:

Translation: fear is the buy signal.

Bitwise’s sentiment index just hit its lowest level since the 2024 yen carry-trade unwind - right before markets ripped higher.

And on-chain data’s backing it up: wallets holding 1–1,000 BTC are quietly accumulating, offsetting miner and whale selling.

Sure, miners just sent 51,000 BTC ($5.7B) to exchanges — their biggest move since July.

And long-term holders have trimmed roughly 265,000 BTC over the past month.

Bitwise calls it what it is - a transition from capitulation to reaccumulation.

And if history’s any guide, this isn’t the end of the cycle.

It’s the start of the next leg up. 🚀

Vanguard just projected public markets may return only 5% annually over the next decade. In a 2024 report, Goldman Sachs forecasted the S&P 500 may return just 3% annually for the same time frame—stats that put current valuations in the 7th percentile of history.

Translation? The gains we’ve seen over the past few years might not continue for quite a while.

Meanwhile, another asset class—almost entirely uncorrelated to the S&P 500 historically—has overall outpaced it for decades (1995-2024), according to Masterworks data.

Masterworks lets everyday investors invest in shares of multimillion-dollar artworks by legends like Banksy, Basquiat, and Picasso.

And they’re not just buying. They’re exiting—with net annualized returns like 17.6%, 17.8%, and 21.5% among their 23 sales.*

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_{*Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd.}

When the biggest liquidation in crypto history hit this past weekend, most saw panic.

Mathematician Fred Krueger saw a pattern.

He pulled up the data - and once you see it, it’s hard to ignore.

Here’s the pattern Fred clocked:

Back in 2017, Bitcoin experienced a similar flash crash to what we saw over the past weekend.

But what happened next is what Fred is most interested in.

Over the following 3 months, it pulled a +528% move. 🤯

Now, are we suggesting Bitcoin will repeat that? Not exactly.

The asset’s far larger now, and percentage gains flatten out as market cap grows.

But the pattern - that’s the point.

Flash crashes wipe leverage, reset funding, and transfer coins from weak hands to strong hands.

They don’t end cycles - they often reignite them.

And if history rhymes - like Fred’s data suggests-— then what we just saw wasn’t the top.

It was the shakeout before acceleration.

Each cycle, we get the same story: volatility first, new highs next.

Flash crashes don’t break bull markets.

They fuel them. ⛽

Today we’ll be taking a look at the amount of wallets that hold at least some Bitcoin. (anything greater than 0)

This metric offers a bird’s-eye view of user activity and adoption across the Bitcoin network.

But there’s a slight catch…

One wallet does not equal one user. A user can have many wallets.

What matters here is the trend of the chart.

There are now 54,410,088 wallets holding Bitcoin.

That’s +107,098 in the last two weeks…

Zoom out, and 2025 has added 1.89 million new wallets so far.

The signal’s clear: adoption isn’t slowing - it’s accelerating.

More holders. More conviction. More resilience through every swing.

Price moves come and go. The network only gets stronger. 💪

Bitcoin mining pool's 'missing' $2B BTC may soon form American 340k BTC reserve. The United States could targets an additional $1.8 billion in LuBian-linked Bitcoin to strengthen its strategic crypto reserves.

Emerging 'Cockroaches' in TradFi Sting Bitcoin, but Fed Response Could Be Bullish. Regional banks are sharply lower on credit worries on Thursday, pulling broader markets and bitcoin down alongside.

Florida proposal puts bitcoin and ETFs on the menu for state and pension funds. The proposal would let Florida’s CFO and pension board invest up to 10% of state funds in bitcoin and other "digital assets."

Bitcoin fear index hits yearly low, but it’s time to accumulate, not panic: Bitwise. Despite the sharp drop in sentiment, Bitwise analysts said a fear phase for BTC may mark the start of a new accumulation wave.

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