Avenir Group IBIT Holdings Increase Despite Bitcoin Price Falls

Avenir Group IBIT Holdings Reflect Smart Money Positioning in Q3

Why are big investors buying when the crypto market is falling? This question is on everyone’s mind today, especially after new data shows a sharp jump in Avenir Group IBIT Holdings, even though Bitcoin has been dropping throughout the week. 

While the broader market is full of fear, one of Asia’s biggest crypto players is quietly loading up more BTC exposure.

Avenir Group IBIT Holdings Strengthen Despite Market Fear

By the end of Q3 2025, The investment firm built by Huobi founder Li Lin, Avenir Group reported holding 18297107 shares of the iShares Bitcoin Trust (IBIT). The total value of these shares is now around $1.189 billion, which is an 18% increase from the previous quarter. 

Source: X (formerly Twitter) 

This marks the fifth quarter in a row where the organisation remains the largest institutional holder of Bitcoin ETFs in Asia. At a time when many retail investors are selling out of fear, it’s steady buying shows a strong belief in Bitcoin’s long-term potential. 

Analysts often call this behavior “smart money accumulation.” It simply means large institutions buy when prices are weak and the market mood is negative. Their goal is to build positions quietly while others panic.

IBIT ETF Sees Volatility as Outflows Spike

While Avenir Group is increasing its holdings, the Blackrock Bitcoin ETF IBIT itself has seen some heavy movement this week. According to the latest figures by sosovalue: 

• 1-day net outflow: –$256.64M

• Premium/discount: –0.36%

• Daily trading volume: 78.28M shares

These outflows show that many short-term or high-risk traders are exiting their positions. But the rise in Avenir Group IBIT Holdings shows that long-term institutions view this dip as a buying opportunity. 

It’s price also slipped to $53.48, down 3.80% for the day. Even then, the ETF’s trading volume and liquidity remain strong, which means investor interest has not faded.

Bitcoin Price Drops Below Key Support Levels

BTC also had a rough day, falling 2.78% in the last 24 hours and down 6.1% on the week, trading near 96,256 dollars. That's a sharper drop than the broader crypto market, which is also in the red but not as deeply.

Source: CMC

Bitcoin price crash was contributed to by two major reasons:

$300 Million Liquidation Cascade

A wave of liquidation suddenly wiped out long positions worth $300 million, creating panic and pushing prices even lower.

Break Below Fibonacci Support

Other selling was observed after BTC broke an important technical support at $105,137. The RSI and MACD also reflect short-term weakness. 

IBIT Stock Falls Alongside Bitcoin

IBIT stock followed Bitcoin’s decline, too. It closed at $53.48, down 3.80%. At one point in the day, it even hit $53.38 as selling pressure mounted. 

Still, the fact that Avenir Group kept increasing their shares in the firm shows stronger conviction than short-term traders who exited due to fear. 

Smart Money Buys the Dip While Retail Sells

Even though prices are falling, institutions like Avenir Group are buying more. This difference between retail panic and institutional confidence is often the first sign of a future recovery.

Many market watchers believe this could be one of those moments where smart money quietly prepares for the next big move, while the rest of the crypto market is still scared.