Bitcoin

Bitcoin sees $1.68B in weekly buys – Is BTC supply drying up?

Weekly Bitcoin demand surged with $1.68 billion in spot ETF inflows and significant institutional accumulation, tightening available supply. BTC held above key support near $94,000, with improving momentum and positive funding rates reflecting renewed confidence. The MVRV ratio indicated solid profitability without extreme greed, while top trader positioning leaned long without crowding. Market structure suggests a transition from consolidation to potential upward expansion, supported by disciplined leverage and sustained institutional demand.

ambcrypto01/16 18:03

Bitcoin Needs Expanding Dollar Liquidity To Regain Momentum: Hayes

BitMEX co-founder Arthur Hayes argues that Bitcoin's ability to reach new all-time highs depends on expanding US dollar liquidity in 2026. He identifies potential triggers, including Federal Reserve balance sheet expansion, lower mortgage rates, and increased bank lending to government-backed sectors. Hayes links 2025's crypto underperformance to capital flows narrative rather than a loss of crypto's value proposition, noting tech stocks outperformed due to state-directed investment in AI and military production. Recent cooler inflation data boosted crypto, illustrating how monetary conditions impact risk assets. Hayes frames Bitcoin as a hedge against fiat debasement, but emphasizes that its bullish outlook remains contingent on loose monetary policy and increased dollar liquidity.

bitcoinist01/16 10:02

Analyzing Iran’s crypto volumes in the face of recent geopolitical tensions

Amidst Iran's escalating geopolitical tensions and civil unrest, cryptocurrency activity has surged to a record $7.78 billion in 2025, as citizens turn to Bitcoin to hedge against the collapse of the Iranian rial. According to Chainalysis, large withdrawals of BTC to personal wallets increased significantly during protests, highlighting Bitcoin's role as a censorship-resistant asset for wealth preservation. While Iranians use crypto to escape economic crisis, the regime also leverages it, with the IRGC accounting for over 50% of crypto received. This dual dynamic underscores crypto's critical function in restricted economies.

ambcrypto01/16 10:02

Will Trump Take Military Action Against Iran? How Will This Affect Bitcoin?

In mid-January 2026, escalating U.S.-Iran tensions—marked by the precautionary withdrawal of U.S. personnel from key Middle Eastern bases like Al Udeid in Qatar—triggered significant movements in financial markets. Gold and silver reached record highs as investors sought traditional safe-haven assets amid geopolitical uncertainty. Bitcoin, often misclassified as purely risk-on or risk-off, surged to nearly $97,700, reflecting its role as a macro hedge asset sensitive to liquidity conditions. The market’s focus is not solely on whether the U.S. will initiate military action but on the potential scale of escalation and its impact on oil prices, dollar strength, and global liquidity. A limited conflict may be quickly absorbed by markets, especially amid expectations of loose monetary policy, but broader regional disruption could tighten liquidity and pressure risk assets, including cryptocurrencies. The key signal for a shift from risk-pricing to crisis mode will be consistent, cross-agency military preparedness rather than isolated defensive moves. Bitcoin’s near-term trajectory will depend on whether the situation fuels dollar strength and energy shocks (bearish) or reinforces its hedging appeal alongside gold (bullish).

marsbit01/16 08:52

US Institutions Resume Bitcoin Buying As Coinbase Premium Flips Green

US institutions have resumed Bitcoin buying activity as indicated by the Coinbase Premium Gap flipping positive amid a price surge toward $97,000. This metric, which tracks the price difference between Coinbase (favored by US institutional investors) and Binance, had been negative for weeks, suggesting American whales were selling or not buying. The recent shift to a premium suggests renewed accumulation by US entities. However, the move is still brief, and sustainability remains uncertain given a similar pattern earlier in the month failed to hold. The rally also triggered significant short liquidations, peaking near $90 million. Bitcoin is currently trading around $96,500, up 8% over the past week.

bitcoinist01/16 08:01

Bitcoin – Identifying the risks to BTC’s leverage-driven price rally

ambcrypto01/16 07:03

Bitcoin Rally Meets Selling From Short-Term Holders: Price Approaches Key Level

Bitcoin has surged above $97,000, renewing market optimism after weeks of uncertainty. However, short-term holders (STHs) are actively selling into the rally, transferring significant amounts of BTC to exchanges to lock in profits. Their average cost basis near $102,000 makes them prone to defensive selling as prices approach breakeven. Recent on-chain data shows over 40,000 BTC in profits moved to exchanges in a single day during the rally. This suggests that despite the price recovery, confidence among short-term investors remains fragile. Sustained upward momentum may require Bitcoin to hold above key levels and rebuild risk appetite among STHs.

bitcoinist01/16 07:02

BlackRock strengthens Bitcoin position after scooping up 6.6K BTC – Details

BlackRock has significantly increased its Bitcoin holdings by acquiring an additional 6,647 BTC, bringing its total to approximately 781,000 BTC, which is nearly 4% of the circulating supply. This purchase was made to meet rising institutional demand from pension funds and asset managers, rather than as a speculative move using its own capital. The accumulation of Bitcoin and Ethereum through ETFs and staking is reducing the liquid supply available on exchanges, potentially dampening selling pressure. Despite large inflows—$648.4 million into IBIT and $81.6 million into ETHA—prices have not surged dramatically. The trend underscores a broader shift toward long-term institutional investment in crypto, raising questions about whether sufficient liquid supply will remain to meet growing demand in 2026.

ambcrypto01/16 06:01

Bitcoin OGs’ sell-off falls by 73%, but will that help BTC’s Q1 outlook?

Bitcoin's recovery prospects are improving as selling pressure from long-term holders, known as OGs, has dropped by 73% over two years, falling from 3,000 BTC to 1,000 BTC. This reduction in selling, combined with reset market conditions from late 2025, supports a solid recovery. Institutional demand is now nearly five times the new supply from miners, with 30k BTC absorbed compared to 5.7k minted. Analysts project continued institutional inflows in 2026, aided by regulatory developments. The True MVRV indicator suggests potential for further price growth, though a surge toward 1.5 or 2.0 could signal a cooling off. BTC currently trades at $95.5k, up 18% from its Q4 2025 low.

ambcrypto01/16 05:02

Bitcoin Charts Bullish Path Toward ATH, But Needs To Clear This Major Supply Cluster

Bitcoin's price surged close to $100,000, reigniting hopes for a new all-time high. However, a major supply cluster between $93,000 and $109,000, identified by Glassnode as a dense cost-basis zone, poses a significant resistance barrier. This area could trigger profit-taking or breakeven exits, requiring strong buying pressure to absorb the supply for a decisive breakout. Meanwhile, on-chain data shows deleveraging signals, with open interest dropping over 30% since October, indicating reduced speculation. Such phases have historically preceded major market bottoms. Currently trading around $96,247, Bitcoin faces a critical test near this supply zone to resume its bullish momentum.

bitcoinist01/16 00:32