# HODL Related Articles

HTX News Center provides the latest articles and in-depth analysis on "HODL", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Why crypto Bitcoin feels harder to break despite fading capital inflows

Despite fading capital inflows, Bitcoin is becoming more resilient to sharp crashes due to changing market dynamics. According to CryptoQuant CEO Ki Young Ju, long-term institutional holders have disrupted the traditional whale-versus-retail cycle, making sudden 50% price drops less likely. While capital flows have slowed, the amount of capital locked into Bitcoin continues to show a steady uptrend even with mild price changes. The supply is increasingly concentrated among large holders. In 2025 alone, the 21 largest Bitcoin entities—including MicroStrategy, the U.S. government, miners, and funds—added roughly $40 billion worth of BTC. Their combined holdings now represent over 13% of total supply, creating scarcity and supporting prices during downturns. However, older coins (dormant for 6 months to over a year) have recently moved to exchanges, contributing to price pullbacks. This selling pressure adds friction to the market, causing Bitcoin to stall rather than crash. The result is a more patient, stability-oriented market where dramatic price flushes are increasingly rare.

ambcryptoYesterday 18:02

Why crypto Bitcoin feels harder to break despite fading capital inflows

ambcryptoYesterday 18:02

California’s new crypto law puts 3-year timer on unclaimed Bitcoin

California has passed Assembly Bill 1052, incorporating digital assets like Bitcoin into its Unclaimed Property Law. After three years of inactivity, unclaimed crypto held by custodians will be considered abandoned. Unlike some states that liquidate dormant assets, California will hold them in their original form through a licensed custodian. The law aims to protect consumer assets and modernize the state’s economic systems, but it places a significant compliance burden on exchanges to notify users. The move encourages a shift from the "HODL" mindset toward self-custody to avoid state control. The bill passed with a unanimous 69–0 vote, reflecting bipartisan support for crypto regulation.

ambcrypto01/06 11:17

California’s new crypto law puts 3-year timer on unclaimed Bitcoin

ambcrypto01/06 11:17

Ethereum validator exit queue drops 99% – Bullish Q1 ahead?

Ethereum's validator exit queue has plummeted 99.5% to just 15k, down from a peak of 2.6 million in mid-September, signaling strong holding sentiment among stakers. Despite a 30% Q4 price drop from its $4.2k peak and a decline in staking APR to 2.54%, validators avoided panic exits, demonstrating long-term conviction. This pattern, historically associated with the start of major bull runs, is supported by robust on-chain fundamentals. Stablecoin transfers hit a new all-time high of $8 trillion in Q4, alongside over 2 million daily transactions, indicating high network activity and liquidity. This combination of strong validator commitment and rising on-chain metrics suggests a solid base for a potential ETH breakout and a bullish Q1 ahead.

ambcrypto01/06 09:02

Ethereum validator exit queue drops 99% – Bullish Q1 ahead?

ambcrypto01/06 09:02

Ethereum fundamentals vs. market price – How to spot undervaluation?

Ethereum's fundamentals appear strong despite a 25% price decline in Q4. Key metrics indicate undervaluation, as smart contract deployments reached an all-time high of 8.7 million, signaling robust developer activity and growing real-world utility, such as Ferrari accepting ETH payments. This development-focused growth contrasts with the falling price, suggesting the market may not fully reflect Ethereum's actual adoption. Long-term holders are accumulating, with exchange reserves dropping from 20 million to 16 million ETH this year, reinforcing the utility narrative and indicating stronger underlying value than the current price suggests.

ambcrypto12/30 06:02

Ethereum fundamentals vs. market price – How to spot undervaluation?

ambcrypto12/30 06:02

Why Bitcoin’s $3K flash drop might be another buying opportunity

Bitcoin recently experienced a sharp $3,000 drop within 45 minutes, causing $70 million in long liquidations. However, the broader market reaction remained contained, with no widespread panic. On-chain data shows declining Bitcoin balances on exchanges and cooling derivatives open interest, indicating a reset rather than a loss of long-term holder confidence. This combination of reduced leverage and steady conviction suggests the drop may present a buying opportunity, potentially setting the stage for a more stable and bullish trend in 2026.

ambcrypto12/27 09:03

Why Bitcoin’s $3K flash drop might be another buying opportunity

ambcrypto12/27 09:03

Stocks outpace Bitcoin, yet whales keep buying BTC – Why?

Bitcoin's price has underperformed compared to equities, but key on-chain trends suggest underlying strength. Exchange reserves continue to decline, indicating investors are moving BTC into long-term storage rather than selling. Despite a 2.2% drop in wallets holding at least 1 BTC since March, larger investors ("whales") have accumulated over 136,000 BTC during the same period. This divergence shows retail caution but strong institutional confidence. Although Bitcoin has lagged nearly 50% behind the Nasdaq this year, analysts attribute this to temporary liquidity pressures and softer risk appetite, not a fundamental breakdown. If liquidity conditions improve, Bitcoin may be poised for a stronger performance in 2026.

ambcrypto12/24 08:14

Stocks outpace Bitcoin, yet whales keep buying BTC – Why?

ambcrypto12/24 08:14

BlackRock’s Bitcoin ETF Ranks 6th In 2025 Global ETF Flows — Report

Despite a challenging year for the cryptocurrency market in 2025, BlackRock’s spot Bitcoin ETF (IBIT) ranked sixth globally in net capital inflows, attracting approximately $25 billion. This achievement is notable as IBIT was the only fund among top traditional equity and bond ETFs to post negative returns. In contrast, SPDR’s gold ETF lagged behind in inflows despite a 64% return. Bloomberg analyst Eric Balchunas highlighted the significance of such strong inflows during a bearish period, suggesting even greater potential during favorable market conditions. Meanwhile, U.S. Bitcoin ETFs recorded a weekly net outflow of $497 million, reflecting broader market pressures. Bitcoin’s price fell to around $88,293, down 30% from its all-time high.

bitcoinist12/21 23:11

BlackRock’s Bitcoin ETF Ranks 6th In 2025 Global ETF Flows — Report

bitcoinist12/21 23:11

Which Crypto Will Everyone Be Talking About at Christmas Dinner — Invest or Pass?

Crypto investors enter the Christmas season amid a sharp market pullback, with Bitcoin down over 30% from its October peak and Ethereum hovering near $3,100. Last year’s bullish confidence has shifted to caution and quieter conversations. Despite the decline, Bitcoin remains a dominant topic due to its historical resilience. Regulatory developments and tokenization trends may also be discussed. While some see the dip as typical in a bull cycle, others warn of potential for a prolonged bear market. Current advice leans toward holding rather than investing, as external catalysts like Fed rate cuts have failed to lift prices significantly.

ccn.com12/21 12:05

Which Crypto Will Everyone Be Talking About at Christmas Dinner — Invest or Pass?

ccn.com12/21 12:05

Why Bitcoin Is The Only Major Asset Underperforming Despite Strong Fundamentals

Bitcoin is underperforming compared to other major assets like gold and stocks, despite strong fundamentals such as robust network security, dominant long-term holder supply, and unprecedented institutional access. Analysts point to hedging and synthetic leverage as factors driving its price rather than investor conviction. Although the U.S. has a pro-Bitcoin administration, institutional demand is growing, and Michael Saylor’s Strategy has acquired large amounts of BTC, the cryptocurrency remains down 6% year-to-date and 30% below its all-time high. Some experts emphasize that global liquidity trends are key to Bitcoin’s long-term performance. Despite current fear in the market, whales are accumulating BTC, suggesting potential future gains. The advice for investors is to hold and wait.

bitcoinist12/21 11:01

Why Bitcoin Is The Only Major Asset Underperforming Despite Strong Fundamentals

bitcoinist12/21 11:01

IBIT ranking 6th in 2025 ETF flows despite negative returns is ‘a really good sign’

Despite posting negative returns for the year, BlackRock’s iShares Bitcoin Trust (IBIT) ranked sixth in 2025 ETF net inflows with approximately $25 billion. This performance, noted by Bloomberg analyst Eric Balchunas as a "really good sign," highlights strong investor commitment amid a down market. In contrast, many top-performing equity and bond ETFs saw double-digit gains. Balchunas suggested that such inflows during a weak period indicate long-term confidence rather than short-term speculation. Meanwhile, sustained institutional buying via ETFs hasn't significantly boosted Bitcoin’s price, which he attributes to profit-taking and mature market behavior. BlackRock executives defended IBIT's outflows as normal for ETF liquidity management.

cointelegraph12/20 11:56

IBIT ranking 6th in 2025 ETF flows despite negative returns is ‘a really good sign’