Bitcoin’s price drop to $88,000 has sparked concerns, but analysts argue that this is far from a sell-off event. Instead, they see it as an opportunity for smart investors to accumulate.
Speaking on TheStreet
Roundtable
, Kelly Kellam, Director at BitLab Academy, dismissed fears of a market downturn, noting that institutional interest remains high.
"Retail likes to buy tops and sell bottoms. But if you follow the big money, you realize we have the most bullish setup in the history of Bitcoin, crypto — any asset really ever," said Kellam.
He noted that the market was riding on extreme optimism after President Trump’s pro-crypto stance, but impatience over immediate regulatory clarity led to some selling.
"The fact that it didn't happen on day one ended up being another buy-the-rumor, sell-the-news event. But I would argue that this is in no way a sell-the-news event," Kellam explained.
Institutional players are accumulating
While short-term traders may panic, major institutions and even governments are quietly acquiring Bitcoin, says Tom Ngo, Executive Lead at Metis.
"What you hear from the news and the market shake-up may make it seem like a big pullback. But behind the scenes, what I'm hearing is different. Large entities and even governments are looking to acquire Bitcoin rapidly," said Ngo.
Despite some market turbulence, he believes regulatory clarity and the U.S. administration’s pro-Bitcoin stance are making other nations scramble to keep up.
Market sentiment remains bullish
Host Rob Nelson compared Bitcoin’s volatility to personal relationships, explaining that people should look beyond surface-level jitters.
"It’s like you meet someone amazing, and on the second date, they show up in sweats. You panic. But the value is underneath—it’s still the same person," Nelson quipped.
With institutional interest growing and long-term fundamentals intact, experts say Bitcoin’s dip may be short-lived. Instead of panic selling, smart money is accumulating — seeing this as a historic opportunity in the making.