# Сопутствующие статьи по теме Supply

Bitcoin: Why BTC’s road to $100K may rely on leverage, not demand

Bitcoin's recent price momentum is primarily driven by leverage rather than organic spot demand. A significant short squeeze, the largest since October 2025, forced traders to cover bearish positions, pushing BTC toward the $100,000 mark. While long-term holder (OG) selling has slowed, reducing overhead supply, whales are hedging by closing longs and opening shorts, signaling caution. In contrast, retail traders are adding leveraged longs, creating a divergence that increases downside risk. The article concludes that without genuine spot demand replacing leverage, the rally remains fragile and vulnerable to a sharp corrective reset.

ambcrypto01/15 21:02

Can Chainlink sustain its breakout as whales shift $4.8M in LINK?

Chainlink (LINK) has broken out of a long-term descending channel, with its price stabilizing above the $14 resistance. This structural shift is supported by significant whale accumulation, with one address withdrawing 342,557 LINK ($4.8M) from Binance in two days, signaling deliberate buying ahead of a potential rally. Exchange outflows of $2.26M further reduce near-term selling pressure. Open Interest rose 9.5% to $673.5M, indicating fresh long positioning, while funding rates turned slightly positive, reflecting measured bullish sentiment without excess leverage. The alignment of technical breakout, whale accumulation, supply reduction, and derivatives activity suggests a bullish continuation is likely as long as price holds above the former channel resistance.

ambcrypto01/15 04:02

XRP Analyst Says This Is What They Aren’t Showing You, ‘Don’t Get Shaken Out’

An XRP analyst highlights a significant divergence between surface-level price action and underlying on-chain data. While XRP's price broke above $2.10 but faced rejection, leading to a drop to $2.05 and bearish sentiment, institutional activity tells a different story. As retail investors sold, XRP-related ETFs saw a net inflow of $4.9 million in a single day, indicating accumulation by larger players. Furthermore, approximately $22 million worth of XRP was moved off exchanges in 24 hours, reducing available tokens. Exchange balances have steadily declined since late 2025, falling from over 4 billion to below 2 billion XRP. This suggests a quiet supply shock and accumulation, cautioning against panic selling despite the apparent weakness.

bitcoinist01/15 02:02

Bouncing Into Supply

Bitcoin has entered a new year testing a critical supply zone between $93k–$110k, where Long-Term Holder (LTH) supply from mid-2025 has repeatedly capped upward moves. While LTH distribution has slowed, the aggressive selling of late 2025 has eased. The market’s ability to hold above the Short-Term Holder cost basis of $98.3k is key for confidence. Spot and institutional flows are stabilizing, with ETFs turning net positive, but futures-driven price action lacks strong volume, relying on short squeezes. Options markets show low implied volatility with a bias for downside protection, indicating deferred risk rather than resolved uncertainty. Overall, the structure is improving, yet the rally needs sustained spot demand to transition into a durable bull trend.

insights.glassnode01/14 19:14

Bitcoin On-Chain Alert: 2021 Cycle Coins Just Moved

On-chain data reveals two significant Bitcoin transactions involving coins dormant for 3 to 5 years, corresponding to tokens acquired between 2021 and 2023. The first transaction moved 539 BTC, and the second 1,566 BTC. Such movements of long-held coins can indicate smart money rotation or early investors exiting. Meanwhile, CryptoQuant's 2025 exchange review highlights Binance's dominance, holding 72% of stablecoin reserves ($47.6B in USDT and USDC) among top exchanges and accounting for 41% of spot trading volume. Bitcoin's price remains around $92,200, showing sideways movement after a recent surge in early 2026.

bitcoinist01/14 07:01

Ethereum stuck between staking strength and derivatives risk – What’s next?

Ethereum is caught in a market tug-of-war, with significant staking activity tightening supply while rising exchange reserves and derivatives risk create fragility. BitMine staked an additional $340 million in ETH, pushing total staked Ethereum toward a potential all-time high of 37.8 million. However, nearly $2.95 billion in short clusters remain at risk if ETH moves another 11%, and Binance's perpetual contracts show 70% long positioning. Analysts note that Open Interest is rebounding, indicating increased trader activity and potential for sharp moves. Despite staking strength, the buildup of long exposure without sufficient demand leaves ETH vulnerable to a bull trap rather than a clean breakout above $3k.

ambcrypto01/13 22:02

Bitcoin: Strategy’s long game signals deepening institutional confidence in BTC

ambcrypto01/13 04:02

Bitcoin Demand Remains Weak: Setting The Stage For Long-Term Accumulation

Bitcoin is attempting to stabilize above $90,000 amid renewed macro uncertainty following comments from Fed Chair Jerome Powell. On-chain data indicates weak underlying demand, with the "apparent demand" metric remaining negative at approximately -106,000 BTC. This suggests more dormant supply is entering the market than new demand is absorbing, signaling net selling pressure. However, the weakness reflects cautious and defensive behavior rather than panic or capitulation. Historically, such periods of low demand can create long-term accumulation opportunities, though current conditions favor disciplined, patient strategies over short-term speculation. The market awaits clearer signals from macro conditions or on-chain metrics before committing fresh capital.

bitcoinist01/13 04:01

Ethereum: 2 factors strengthening ETH’s potential bullish breakout

Ethereum’s weekly trading volume has decreased during the past two months as prices consolidated around $3k.

Ambcrypto01/12 21:02

Shiba Inu: Whale transactions jump 111%, but SHIB can’t escape THIS

Shiba Inu (SHIB) experienced a 111% surge in whale transactions, yet the price remains range-bound between $0.0000083 and $0.0000089. Exchange reserves initially declined from 88 trillion to 81 trillion SHIB, signaling accumulation, but later rose to 82 trillion, indicating renewed selling pressure. Despite whale activity, low volume and neutral RSI suggest continued consolidation. A breakout would require sustained supply reduction, stronger demand, or broader market recovery. Downside risk remains if inflows persist or support at $0.0000083 breaks.

ambcrypto01/12 19:02