Bitcoin’s sharp drop below US$100,000 may already be setting up the next major buying window for medium- and long-term investors, according to Nigel Green, CEO of deVere Group.
Green says the latest downturn — pushing Bitcoin to its lowest point since May — has sparked speculation about whether steeper declines are ahead. However, he argues that current market fundamentals suggest a different outcome: a potential opportunity rather than a warning sign.
“Volatility of this magnitude always provokes anxiety, but it also exposes value,” he says. “This moment demands perspective, not panic.”
Bitcoin has now retreated more than 20% from its October peak. The retreat is occurring as selling pressure picks up among long-term holders and risk trades unwind across global markets, amplifying the move.
Liquidity has thinned, leveraged positions have been flushed out and macro uncertainty around rates has tightened financial conditions, which is a combination that typically accelerates short-term swings.
Nigel Green argues that none of these factors alter the strategic case.
“Every major correction in Bitcoin’s history has opened the door to substantial upside for patient investors. This cycle is likely to be no exception,” he notes.
“The structural drivers are strengthening even as short-term sentiment weakens.”
He highlights the fixed-supply model, the expanding participation of institutions and sovereign entities, and the embedding of digital-asset infrastructure across global finance.
“Bitcoin remains the reference asset for the digital economy. Its role is increasing, not diminishing,” he says.
The recent selling by long-term holders is meaningful, yet the deVere chief executive sees it as part of a typical reset phase after an extended run.
He explains that investors offloading after sitting on large gains is not usually a breakdown signal but a clearing mechanism that has historically preceded stronger, more orderly advances.
“Corrections clear excess leverage, concentrate ownership and reset expectations. Those resets typically create fertile ground for the next expansion,” he says.
He believes many investors will bide their time before stepping back in. “This period will likely attract capital that has been waiting on the sidelines for a decisive entry point,” he says.
“When the dust settles, the blend of lower prices, stronger hands and ongoing adoption becomes highly compelling.”
The deVere CEO emphasises that treasury desks, institutional allocators and high-net-worth investors are unlikely to abandon the momentum behind digital assets.
“Strategic allocations continue to rise globally because the long-term argument is becoming clearer. Bitcoin is positioning itself as a core component of diversified portfolios,” he opines.
He adds that short-term discomfort should not overshadow the broader trajectory.
“This is a market undergoing a natural recalibration after a powerful ascent,” he says. “The noise is intense, but beneath it, the fundamentals remain aligned in a way that continues to support a bullish medium- to long-term view.”
As global markets remain volatile, Nigel Green believes Bitcoin will stay on investor watchlists as one of the most closely analysed assets.
“The move below US$100,000 is significant, but it’s not the defining feature of Bitcoin’s outlook. The defining feature is the pace at which adoption continues across financial systems worldwide,” he concludes.
