Analysis News

Recent commentary from the Kobeissi Letter has underscored a troubling trend in the capital markets: crypto-focused funds have encountered substantial outflows, with a notable $2 billion exiting last week alone.  This marks the most significant withdrawal since February and extends a concerning streak, bringing total outflows to $3.2 billion over the last three weeks. Bitcoin And Ethereum Face Massive Withdrawals Leading these outflows is the market’s leading crypto, Bitcoin (BTC), which experienced a massive $1.4 billion in withdrawals, while the second largest cryptocurrency, Ethereum (ETH), followed closely with $689 million.  As a result of these dynamics, the average daily outflows as a percentage of assets under management (AuM) have reached unprecedented level...

On-chain data shows a large amount of USDC inflows have just hit exchanges, a potential sign that investors are looking to buy the Bitcoin dip. USDC Exchange Inflow Has Registered Multiple Spikes Recently As explained by CryptoQuant community analyst Maartunn in a new post on X, the USDC Exchange Inflow has shot up recently. The “Exchange Inflow” here refers to an indicator that keeps track of the total amount of a given asset that’s being transferred to wallets connected with centralized exchanges. Related Reading: Bitcoin Mayer Multiple Retraces To Lower Bound—What Comes Next? Generally, investors deposit their coins to these platforms when they want to trade them away. As such, whenever the Exchange Inflow spikes, it can be a sign that there is demand for selling ...

In what could soon be recognized as the worst-performing week since November 2022, the market’s leading crypto, Bitcoin (BTC), experienced a significant downturn on Friday, plummeting to an eight-month low of $80,000. Market analysts suggest that this downturn began in earnest on October 10, when the market first exhibited signs of a downward trajectory. That day was marked by a brutal liquidation event, erasing nearly $21 billion within minutes and triggering a series of flash crashes that have since perpetuated fears throughout the industry. Digital Asset Treasuries At Risk?  Ran Neuner, the founder of Crypto Banter, believes he has uncovered the reasons behind the crash that commenced on October 10 and why the market has struggled to regain its footing since then....

According to exchange and on-chain data, global crypto markets plunged Friday as prices slid and forced a widespread sell-off. Bitcoin fell under $83,000, while Ethereum traded below $2,800. The breakdown sent roughly $2 billion of positions into liquidation, knocking confidence and prompting quick losses across major tokens. Related Reading: XRP Supply Shock Ahead? ETFs Could Consume It All, Analyst Predicts Heavy Liquidations Rock Traders Reports show more than 390,000 accounts were wiped out during the move. One single BTCUSD order on Hyperliquid stood out at $37 million, a sign of how fierce the selling became. Bitcoin bore the brunt: about $962 million of BTC positions were erased within 24 hours, with long bets making up nearly $931 million of that total. These...

Ethereum has officially broken below key support levels, and market sentiment is rapidly deteriorating as major assets across the crypto landscape continue to slide. Analysts are increasingly calling for the arrival of a new bear market, noting that both Bitcoin and the leading altcoins have lost critical technical zones that previously held the broader structure together. ETH, now trading at multi-month lows, is feeling the full weight of cascading liquidations, strong sell-side volume, and evaporating investor confidence. Related Reading: Bitcoin OG Owen Gunden Deposits Final 2,499 BTC ($228M) to Kraken – Details Adding to the growing uncertainty, Lookonchain reports a striking development: in just 10 days, more than $61 million in profit has disappeared for a well...

The crypto market is reeling once again after an intense wave of liquidations erased over $2 billion in leveraged positions within a single day. Related Reading: Ethereum Dead Cat Bounce Puts Price At $3,400, But What’s The Ultimate Target? With Bitcoin, Ethereum, Solana, and other major assets plunging sharply, traders are bracing for what could be another turbulent stretch, especially with billions in options set to expire. ETH's price trends to the downside on the daily chart. Source: ETHUSD on Tradingview Massive Liquidations Trigger Steep Sell-Off According to data from Coinglass, more than $2 billion in long and short positions were liquidated over the last 24 hours, marking one of the most severe unwinding events since October’s historic crash. Bitcoin (BTC) c...

Solana’s price is now sitting inside a crucial support zone, and what happens in this region will decide whether the next major bullish wave can truly begin. The broader correction has brought SOL to a defining moment, where micro-level price behavior will determine if buyers can regain control or if deeper levels must be tested first. Market Correction Nears First Major Support Zone According to a recent update by More Crypto Online, SOL still maintains the chance to begin a larger upward move in this current cycle. The analyst notes that the market has been in a correction since mid-September and has now reached its first major structural support zone, putting the asset at a crucial juncture. Related Reading: Solana (SOL) Aims Recovery Run, $155 Resistance Now Back...

XRP has been hit by one of its most aggressive sell waves this year, with on-chain data revealing that major whale wallets offloaded nearly 200 million XRP, roughly $400 million, within just 48 hours. Related Reading: Ethereum Dead Cat Bounce Puts Price At $3,400, But What’s The Ultimate Target? According to Santiment analytics, wallets holding between one million and ten million tokens were the primary contributors, adding significant sell-side liquidity to an already fragile market. This sudden influx of supply arrived at a time when XRP was already battling bearish sentiment across the broader crypto space. The asset slipped 10.32% in 24 hours, falling below the key $2 psychological level, touching lows near $1.85, and posting double-digit losses within a single d...

Glassnode co-founders Jan Happel and Yann Allemann, who publish under the @Negentropic handle on X, argue that the current crypto crash is being driven not by a broad narrative turn, but by a single, systematic source of sell pressure whose footprint is most visible in Bitcoin and is spilling into the wider complex. Their core assertion is categorical: “What’s happening in Bitcoin right now isn’t a narrative shift: it’s a mechanical unwind.” In that framing, the tape is reflecting the forced exit of one participant rather than an organic repricing of crypto risk. Why Is The Crypto Market Crashing? Negentropic’s thesis starts with momentum indicators behaving in ways they say are inconsistent with “natural markets.” They note that “the 1D MACD just printed a new all-t...

The dynamic landscape of the Bitcoin market is entering a full momentum reset, the kind that typically appears in the cooling phase between major trend cycles. After a period of decisive movements, the market now finds itself in a state where previous directional force has largely dissipated, allowing for a re-evaluation of its path. A Necessary Reset Before Bitcoin’s Next Big Push In an X post, Swissblock has mentioned that Bitcoin momentum is clearly in a reset phase, and the question now is how long until it flips. Historically, in late February to early April 2025, the bottom required roughly 7 weeks for a full momentum to reset. Moving further back to late June to late September 2024, the correction took close to 14 weeks for a full reset and consolidation befor...