Crypto X Hunt
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4.4 Jahre
Crypto Market Analyst | Alpha Hunter
Daily Calls • Breakdowns • News
BTC & Altcoins • Market Structure
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23 Follower
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Bitcoin’s December price action seems to be in its final stage, and the containment that has been observed within roughly $85,000 to $90,000 has much to do with derivatives design and very little to do with market sentiment.” “We are in a situation where Bitcoin has
In particular, high exposure to options around the spot price necessitated active hedging by market makers, including buys on declines and sells on rallies. The resultant hedging pushed volatility below market expectations, despite overall improvement in the macro environment and performance of risk assets.
This is soon to change with the expiration of options contracts for the year-end. With about $27 billion in open interest that is set to roll off and a persistently positive bias in options positioning, hedging forces that have held prices in check are expected to fade quickly.
Implied volatility is close to month lows, suggesting that the market is possibly factoring in less than it should for possible movements, given the mitigation of fundamental constraints.
“When positioning effects drive price action for an extended period of time, the subsequent resolution of those effects occurs very quickly when those restrictions are lifted.
#BinanceAlphaAlert #BTC走势分析
In particular, high exposure to options around the spot price necessitated active hedging by market makers, including buys on declines and sells on rallies. The resultant hedging pushed volatility below market expectations, despite overall improvement in the macro environment and performance of risk assets.
This is soon to change with the expiration of options contracts for the year-end. With about $27 billion in open interest that is set to roll off and a persistently positive bias in options positioning, hedging forces that have held prices in check are expected to fade quickly.
Implied volatility is close to month lows, suggesting that the market is possibly factoring in less than it should for possible movements, given the mitigation of fundamental constraints.
“When positioning effects drive price action for an extended period of time, the subsequent resolution of those effects occurs very quickly when those restrictions are lifted.
#BinanceAlphaAlert #BTC走势分析
Übersetzen
Large BTC flows today (including a ~5,869 BTC transfer from Coinbase) coincided with sharp price pressure. Low-liquidity hours magnify the market impact of big transfers — that’s a known mechanics problem, not proof of intent. For me, the clearest follow-ups are: exchange inflows/outflows, where the BTC lands (custodial vs unknown), and funding-rate stress. Which metric would you prioritize?
#bitcoin $BTC
#bitcoin $BTC
Übersetzen
Ethereum has rallied ~10% from recent lows, with RSI divergence and a sharp drop in spent coin activity hinting that selling pressure eased. This has lifted price back above $3,000, but the real test is around $3,470 — the same ceiling that stalled the prior rebound.
Bullish divergence in RSI suggests sellers are weakening, and fewer coins being moved could signal that long-term holders aren’t distributing aggressively. But until ETH cleans daily closes above $3,470, this remains a rebound, not a confirmed trend shift.
For me, the levels to watch are support near $3,040 (failure risks downside) and resistance at $3,470 (break could validate a broader continuation). What key indicator will you prioritize to judge whether this bounce turns into sustained strength?
#Ethereum
Bullish divergence in RSI suggests sellers are weakening, and fewer coins being moved could signal that long-term holders aren’t distributing aggressively. But until ETH cleans daily closes above $3,470, this remains a rebound, not a confirmed trend shift.
For me, the levels to watch are support near $3,040 (failure risks downside) and resistance at $3,470 (break could validate a broader continuation). What key indicator will you prioritize to judge whether this bounce turns into sustained strength?
#Ethereum
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BTC’s Regime Score sitting near ~16% — classic equilibrium, not a trend. Structure is compressing: price is coiling.
If the regime score holds below zero expect distribution and volatility; if it breaks and holds above the baseline expect trend expansion and renewed momentum.
For me, the clearest signals will be ETF inflows vs exchange net outflows and funding-rate stress. Which signal would you prioritize?
#analysis #BTC
If the regime score holds below zero expect distribution and volatility; if it breaks and holds above the baseline expect trend expansion and renewed momentum.
For me, the clearest signals will be ETF inflows vs exchange net outflows and funding-rate stress. Which signal would you prioritize?
#analysis #BTC
Original ansehen
Opfer verlor 50 Millionen Dollar durch Adressverschmutzung
Getauscht für $ETH und auf zwei Wallets übertragen
Ich bin wirklich sprachlos, was zur Hölle
Was mich sprachlos macht, ist die Art des Angriffs, die den Verlust verursacht hat.
Adressverschmutzung sollte eine der am wenigsten wahrscheinlichen Ursachen für einen so massiven Verlust sein, doch es ist trotzdem passiert.
Opfer: 0xcB80784ef74C98A89b6Ab8D96ebE890859600819
Diebstahl: 0xBaFF2F13638C04B10F8119760B2D2aE86b08f8b5
0xBcb94F7609973E5ea7d2CbeDAf0C5518b911e6cb
0x7A1bEe3d53BF70861eF6C0652c63B206ea8fdE76
Quelle:
X(Twitter) @specterAnalyst
Getauscht für $ETH und auf zwei Wallets übertragen
Ich bin wirklich sprachlos, was zur Hölle
Was mich sprachlos macht, ist die Art des Angriffs, die den Verlust verursacht hat.
Adressverschmutzung sollte eine der am wenigsten wahrscheinlichen Ursachen für einen so massiven Verlust sein, doch es ist trotzdem passiert.
Opfer: 0xcB80784ef74C98A89b6Ab8D96ebE890859600819
Diebstahl: 0xBaFF2F13638C04B10F8119760B2D2aE86b08f8b5
0xBcb94F7609973E5ea7d2CbeDAf0C5518b911e6cb
0x7A1bEe3d53BF70861eF6C0652c63B206ea8fdE76
Quelle:
X(Twitter) @specterAnalyst
Original ansehen
📊 Coinbase erweitert sein Produktangebot mit der Einführung von Prognosemärkten, während es in einigen Bundesstaaten auf regulatorische Widerstände stößt.
Siehst du das als clevere Innovation oder als riskanten Schritt?
Stimme ab und teile deine Gründe 👇
Siehst du das als clevere Innovation oder als riskanten Schritt?
Stimme ab und teile deine Gründe 👇
1. 🚀 Smart growth strategy
100%
2. ⚠️ High regulatory risk
0%
3. ⏳ Good idea, wrong timing
0%
4. ❌ Adds no real value
0%
2 Stimmen • Abstimmung beendet
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📉 Market 24-Hour Recap: Crypto Slips Despite Cooling Inflation & Rate Cuts
Inflation cooled and rates were cut, but traders still sold risk assets. $BTC is down about 2% near $88,100 as many lock in profits after the recent run, with added nerves around potential ETF-linked liquidation pressure if the dip deepens.
$ETH also followed the market lower, sliding over 2% to around $2,940 as selling spread across majors. On days like this, “good macro” doesn’t always matter - positioning and risk-off mood can overpower the headlines fast.
#BTC Price #analysis #ETH
#bitcoin Price Prediction: What is Bitcoins next move?
Inflation cooled and rates were cut, but traders still sold risk assets. $BTC is down about 2% near $88,100 as many lock in profits after the recent run, with added nerves around potential ETF-linked liquidation pressure if the dip deepens.
$ETH also followed the market lower, sliding over 2% to around $2,940 as selling spread across majors. On days like this, “good macro” doesn’t always matter - positioning and risk-off mood can overpower the headlines fast.
#BTC Price #analysis #ETH
#bitcoin Price Prediction: What is Bitcoins next move?
Übersetzen
🚨NEWS: BNB Chain enables crypto payments for AWS customers via the Better Payment Network.
BNB Chain now enables Amazon Web Services customers to access BNB as a payment option through its integration with the Better Payment Network (BPN), a payment infrastructure built natively on BNB Chain. Through BPN, businesses can pay for AWS services using BNB - providing real-time settlement, lower transaction costs, and a streamlined global payment experience.
BPN provides enterprise-grade payment infrastructure that connects digital assets, such as BNB and stablecoins, to traditional financial workflows. Its network brings together regulated stablecoin issuers, forward-thinking financial institutions, DeFi platforms, and institutional market makers to enable more efficient global payment rails.
Sarah Song, Head of Business Development at BNB Chain, added: “Through this integration, AWS customers gain access to fast, low-cost payments with global reach, while BNB strengthens its presence as a practical payment asset used across both crypto-native and mainstream enterprise environments. This opens the door for more companies to integrate on-chain payments into their operations.”
BNB Chain’s ecosystem has seen rapid growth in real-world financial use cases, including payments, tokenized assets, and enterprise integrations. The ability for AWS customers to pay through BPN expands BNB’s utility beyond trading, positioning it as a functional settlement asset for high-frequency, cross-border payment flows.
Rica Fu, Founder of BPN, said: “BPN’s architecture is designed to support secure, scalable transaction processing for institutional and retail businesses. By integrating with AWS billing workflows, BPN is demonstrating how digital assets can streamline enterprise payments at scale. This collaboration shows that crypto can deliver meaningful operational efficiency for global businesses.”
The BNB payment option is now available to AWS customers through BPN’s integration, with support for enterprise and developer billing accounts across global markets.
BNB Chain now enables Amazon Web Services customers to access BNB as a payment option through its integration with the Better Payment Network (BPN), a payment infrastructure built natively on BNB Chain. Through BPN, businesses can pay for AWS services using BNB - providing real-time settlement, lower transaction costs, and a streamlined global payment experience.
BPN provides enterprise-grade payment infrastructure that connects digital assets, such as BNB and stablecoins, to traditional financial workflows. Its network brings together regulated stablecoin issuers, forward-thinking financial institutions, DeFi platforms, and institutional market makers to enable more efficient global payment rails.
Sarah Song, Head of Business Development at BNB Chain, added: “Through this integration, AWS customers gain access to fast, low-cost payments with global reach, while BNB strengthens its presence as a practical payment asset used across both crypto-native and mainstream enterprise environments. This opens the door for more companies to integrate on-chain payments into their operations.”
BNB Chain’s ecosystem has seen rapid growth in real-world financial use cases, including payments, tokenized assets, and enterprise integrations. The ability for AWS customers to pay through BPN expands BNB’s utility beyond trading, positioning it as a functional settlement asset for high-frequency, cross-border payment flows.
Rica Fu, Founder of BPN, said: “BPN’s architecture is designed to support secure, scalable transaction processing for institutional and retail businesses. By integrating with AWS billing workflows, BPN is demonstrating how digital assets can streamline enterprise payments at scale. This collaboration shows that crypto can deliver meaningful operational efficiency for global businesses.”
The BNB payment option is now available to AWS customers through BPN’s integration, with support for enterprise and developer billing accounts across global markets.
Übersetzen
🚨BREAKING:
🚨 VICE PRESIDENT OF THE UNITED STATES JD VANCE SAID 100 MILLION AMERICANS WILL OWN🙄 $BTC SOON
#BITCOIN
🚨 VICE PRESIDENT OF THE UNITED STATES JD VANCE SAID 100 MILLION AMERICANS WILL OWN🙄 $BTC SOON
#BITCOIN
Übersetzen
Bitcoin ETFs Notch $457M Haul, Third-Largest Since October
Bitcoin ETFs saw $457 million in inflows, signaling a 'flight to quality' as capital consolidates around Bitcoin amid Ethereum outflows.
In brief
Bitcoin ETFs saw $457 million in inflows Wednesday, led by BlackRock's IBIT and Fidelity's FBTC.This development reflects a “flight to quality,” with capital consolidating around the most liquid, institutionally accessible asset, Decrypt was told.Despite mixed altcoin flows, Bitcoin's price resilience at key support levels suggests underlying institutional demand and medium-term positioning, Decrypt was told.
Investors continue to allocate capital to U.S. spot Bitcoin exchange-traded funds, prioritizing the asset even as broader crypto market sentiment oscillates between caution and bearishness.
Bitcoin ETFs attracted net inflows of $457 million on Thursday, marking the third-largest single-day inflow since October 8—trailing only the $523.98 million seen on November 11 and the $477.19 million on October 21, according to SoSoValue data.
The major contributors to Thursday’s net inflow were BlackRock’s IBIT with $262.11 million, Fidelity’s FBTC with $123.61 million, and Bitwise’s BITB with $21.9 million. Outflows were led by Grayscale’s GBTC, which shed $25.11 million, while Hashdex’s DEFI saw a minor $1.45 million outflow.
Bitcoin is currently trading around $88,700, up roughly 1.5% over 24 hours, according to CoinGecko data.
This institutional demand aligns with a measured retail outlook. Users on prediction market Myriad—owned by Decrypt’s parent company, Dastan—assign a 63% chance that Bitcoin hits $100,000 rather than $69,000.
#BTC #CPIWatch #ETHETFsApproved #ETFs
Bitcoin ETFs saw $457 million in inflows, signaling a 'flight to quality' as capital consolidates around Bitcoin amid Ethereum outflows.
In brief
Bitcoin ETFs saw $457 million in inflows Wednesday, led by BlackRock's IBIT and Fidelity's FBTC.This development reflects a “flight to quality,” with capital consolidating around the most liquid, institutionally accessible asset, Decrypt was told.Despite mixed altcoin flows, Bitcoin's price resilience at key support levels suggests underlying institutional demand and medium-term positioning, Decrypt was told.
Investors continue to allocate capital to U.S. spot Bitcoin exchange-traded funds, prioritizing the asset even as broader crypto market sentiment oscillates between caution and bearishness.
Bitcoin ETFs attracted net inflows of $457 million on Thursday, marking the third-largest single-day inflow since October 8—trailing only the $523.98 million seen on November 11 and the $477.19 million on October 21, according to SoSoValue data.
The major contributors to Thursday’s net inflow were BlackRock’s IBIT with $262.11 million, Fidelity’s FBTC with $123.61 million, and Bitwise’s BITB with $21.9 million. Outflows were led by Grayscale’s GBTC, which shed $25.11 million, while Hashdex’s DEFI saw a minor $1.45 million outflow.
Bitcoin is currently trading around $88,700, up roughly 1.5% over 24 hours, according to CoinGecko data.
This institutional demand aligns with a measured retail outlook. Users on prediction market Myriad—owned by Decrypt’s parent company, Dastan—assign a 63% chance that Bitcoin hits $100,000 rather than $69,000.
#BTC #CPIWatch #ETHETFsApproved #ETFs
Übersetzen
10 Bold Crypto Predictions for 2026 by Bitwise
In 2026… Bitcoin will break the four-year cycle, Polymarket open interest will set an all-time high, more than 100 crypto ETFs will launch, and more…
Here are 10 Crypto Predictions for 2026 by the team at @BitwiseInvest
🧵👇
Prediction #1: Bitcoin will break the four-year cycle and set new all-time highs.
Bitcoin has historically moved in four-year cycles, with three significant “up” years followed by a sharp pullback year.
Accordingly, 2026 should be a pullback year.
We don’t see that happening.
Prediction #2: Bitcoin will be less volatile than Nvidia.
Many investors say bitcoin is too volatile.
But lately, bitcoin has been less volatile than other assets investors embrace with open arms, like Nvidia.
We see that trend continuing into 2026.
Prediction #3: ETFs will purchase more than 100% of the new supply of Bitcoin, Ethereum, and Solana, as institutional demand accelerates.
2026 will be the first year most institutional investors can access crypto ETFs.
You can imagine what that will do to demand.
Prediction #4: Crypto equities will outperform tech equities.
It’s been happening for the past three years already.
As regulations improve and crypto companies continue to innovate, we think they’ll do well in 2026—well enough to keep Wall Street on its heels.
Prediction #5: Polymarket open interest will set a new all-time high, surpassing 2024 election levels.
We see a massive surge in activity due to:
— New users (opening up to the U.S.)
— New investments ($2B capital injection)
— New markets (economics, sports, pop culture, etc.)
Prediction #6: Stablecoins will be blamed for destabilizing an emerging market currency.
We expect a country will blame stablecoins for their currency issues.
Of course, people wouldn’t turn to stablecoins if local currencies were sound. That won’t stop them from being blamed.
Prediction #7: Onchain vaults—aka ETFs 2.0—will double in AUM.
Vaults surged in 2025 before the Oct. volatility spike led to losses across poorly managed strategies.
We think a wave of high-quality curators enter the market in 2026 drawing billions into the vaults they manage.
Prediction #8: Ethereum and Solana will set new all-time highs (if the CLARITY Act passes).
The outlook for the CLARITY Act passing in 2026 is mixed.
If it does, we think Ethereum and Solana will be the two primary beneficiaries, seeing their prices soar to all-time highs.
Prediction #9: Half of Ivy League endowments will invest in crypto.
Why does this matter?
1. Endowments control ~$1 trillion
2. Ivy League endowments are trend-setters
Harvard and other Ivies could bring a lot of pensions, insurance funds, and other institutions to the table.
Prediction #10: More than 100 crypto-linked ETFs will launch in the U.S.
For more than a decade, the SEC rejected crypto ETFs.
Now, the rush is on.
Heading into 2026, we think a clear regulatory roadmap and a market hungry for crypto ETFs will set the stage for “ETF-palooza.”
Bonus Prediction: Bitcoin’s correlation to equities will fall.
The reason?
We expect crypto-specific factors like regulatory progress and institutional adoption to power crypto higher, even as equities struggle with concerns about valuation and short-term economic growth.
Please note: As with all predictions, these are not guarantees, but represent our best informed estimate. The future is complex and conditional, and whether these pan out exactly as written will depend on many complicated factors. Nothing above is investment advice.
Here are 10 Crypto Predictions for 2026 by the team at @BitwiseInvest
🧵👇
Prediction #1: Bitcoin will break the four-year cycle and set new all-time highs.
Bitcoin has historically moved in four-year cycles, with three significant “up” years followed by a sharp pullback year.
Accordingly, 2026 should be a pullback year.
We don’t see that happening.
Prediction #2: Bitcoin will be less volatile than Nvidia.
Many investors say bitcoin is too volatile.
But lately, bitcoin has been less volatile than other assets investors embrace with open arms, like Nvidia.
We see that trend continuing into 2026.
Prediction #3: ETFs will purchase more than 100% of the new supply of Bitcoin, Ethereum, and Solana, as institutional demand accelerates.
2026 will be the first year most institutional investors can access crypto ETFs.
You can imagine what that will do to demand.
Prediction #4: Crypto equities will outperform tech equities.
It’s been happening for the past three years already.
As regulations improve and crypto companies continue to innovate, we think they’ll do well in 2026—well enough to keep Wall Street on its heels.
Prediction #5: Polymarket open interest will set a new all-time high, surpassing 2024 election levels.
We see a massive surge in activity due to:
— New users (opening up to the U.S.)
— New investments ($2B capital injection)
— New markets (economics, sports, pop culture, etc.)
Prediction #6: Stablecoins will be blamed for destabilizing an emerging market currency.
We expect a country will blame stablecoins for their currency issues.
Of course, people wouldn’t turn to stablecoins if local currencies were sound. That won’t stop them from being blamed.
Prediction #7: Onchain vaults—aka ETFs 2.0—will double in AUM.
Vaults surged in 2025 before the Oct. volatility spike led to losses across poorly managed strategies.
We think a wave of high-quality curators enter the market in 2026 drawing billions into the vaults they manage.
Prediction #8: Ethereum and Solana will set new all-time highs (if the CLARITY Act passes).
The outlook for the CLARITY Act passing in 2026 is mixed.
If it does, we think Ethereum and Solana will be the two primary beneficiaries, seeing their prices soar to all-time highs.
Prediction #9: Half of Ivy League endowments will invest in crypto.
Why does this matter?
1. Endowments control ~$1 trillion
2. Ivy League endowments are trend-setters
Harvard and other Ivies could bring a lot of pensions, insurance funds, and other institutions to the table.
Prediction #10: More than 100 crypto-linked ETFs will launch in the U.S.
For more than a decade, the SEC rejected crypto ETFs.
Now, the rush is on.
Heading into 2026, we think a clear regulatory roadmap and a market hungry for crypto ETFs will set the stage for “ETF-palooza.”
Bonus Prediction: Bitcoin’s correlation to equities will fall.
The reason?
We expect crypto-specific factors like regulatory progress and institutional adoption to power crypto higher, even as equities struggle with concerns about valuation and short-term economic growth.
Please note: As with all predictions, these are not guarantees, but represent our best informed estimate. The future is complex and conditional, and whether these pan out exactly as written will depend on many complicated factors. Nothing above is investment advice.
Übersetzen
🚨
Wallet(0x03b5), possibly linked to Erik Voorhees(@ErikVoorhees), has recently swapped $ETH for $BCH
after being dormant for 9 years.
Over the past 2 weeks, the wallet has exchanged 4,619 $ETH ($13.42M) for 24,950 $BCH .
https://thorchain.net/address/0x350840258f7ff2F176429B3c7bed2b6C166c3629
https://intel.arkm.com/explorer/address/0x03b51Bf1E67F976107cE9446f5694Ca1685E6c5A
#BTC #BCH #ETH
Wallet(0x03b5), possibly linked to Erik Voorhees(@ErikVoorhees), has recently swapped $ETH for $BCH
after being dormant for 9 years.
Over the past 2 weeks, the wallet has exchanged 4,619 $ETH ($13.42M) for 24,950 $BCH .
https://thorchain.net/address/0x350840258f7ff2F176429B3c7bed2b6C166c3629
https://intel.arkm.com/explorer/address/0x03b51Bf1E67F976107cE9446f5694Ca1685E6c5A
#BTC #BCH #ETH
Original ansehen
U.S. Inflationsdaten überraschen, mit einem CPI-Anstieg von nur 2,7 % im November
Bitcoin stieg auf über 88.000 $, da die Prognosen für eine Inflation über 3 % hinausgingen.
Was Sie wissen sollten:
Der November-CPI war um 2,7 % höher im Vergleich zu Prognosen von 3,1 %. Der Kernwert fiel auf 2,6 % gegenüber Erwartungen von 3 %. Bitcoin legte mit der Nachricht zu den frühen Gewinnen bei.
Die U.S.-Inflationsdaten überraschten am Donnerstag nach unten, was die Wirtschaft möglicherweise auf weitere Zinssenkungen der Federal Reserve im nächsten Jahr vorbereitete.
Der Verbraucherpreisindex (CPI) stieg im November um 2,7 % im Jahresvergleich, so ein Bericht vom Donnerstag des Bureau of Labor Statistics. Die Erwartungen der Ökonomen hatten einen Anstieg von 3,1 % prognostiziert, und der vorherige Wert betrug 3 %.
Der Kern-CPI – der Lebensmittel und Energie ausschließt – stieg um 2,6 % gegenüber Prognosen von 3 % und zuvor 3 %.
Monatliche Daten wurden nicht einbezogen, da die BLS-Statistiker weiterhin unter den Auswirkungen der Regierungsstilllegung im Oktober leiden.
Die Marktreaktion war schnell, mit Bitcoin BTC$88,747.58, das etwa 0,5 % zu den früheren Gewinnen hinzufügte und jetzt wieder über 88.000 $ gehandelt wird. Die US-Aktienindex-Futures legten ebenfalls zu den früheren Gewinnen zu, der Nasdaq 100 liegt jetzt um 1,15 % vorn. Die Rendite der 10-jährigen Staatsanleihen fiel um zwei Basispunkte auf 4,12 %.
Vor den Daten bepreisten die Märkte eine Wahrscheinlichkeit von 73 %, dass die Federal Reserve die Zinssätze bei ihrem Treffen im Januar unverändert lassen würde, so das CME FedWatch-Tool.
#BTC #bitcoin #CPIWatch #Inflation
Bitcoin stieg auf über 88.000 $, da die Prognosen für eine Inflation über 3 % hinausgingen.
Was Sie wissen sollten:
Der November-CPI war um 2,7 % höher im Vergleich zu Prognosen von 3,1 %. Der Kernwert fiel auf 2,6 % gegenüber Erwartungen von 3 %. Bitcoin legte mit der Nachricht zu den frühen Gewinnen bei.
Die U.S.-Inflationsdaten überraschten am Donnerstag nach unten, was die Wirtschaft möglicherweise auf weitere Zinssenkungen der Federal Reserve im nächsten Jahr vorbereitete.
Der Verbraucherpreisindex (CPI) stieg im November um 2,7 % im Jahresvergleich, so ein Bericht vom Donnerstag des Bureau of Labor Statistics. Die Erwartungen der Ökonomen hatten einen Anstieg von 3,1 % prognostiziert, und der vorherige Wert betrug 3 %.
Der Kern-CPI – der Lebensmittel und Energie ausschließt – stieg um 2,6 % gegenüber Prognosen von 3 % und zuvor 3 %.
Monatliche Daten wurden nicht einbezogen, da die BLS-Statistiker weiterhin unter den Auswirkungen der Regierungsstilllegung im Oktober leiden.
Die Marktreaktion war schnell, mit Bitcoin BTC$88,747.58, das etwa 0,5 % zu den früheren Gewinnen hinzufügte und jetzt wieder über 88.000 $ gehandelt wird. Die US-Aktienindex-Futures legten ebenfalls zu den früheren Gewinnen zu, der Nasdaq 100 liegt jetzt um 1,15 % vorn. Die Rendite der 10-jährigen Staatsanleihen fiel um zwei Basispunkte auf 4,12 %.
Vor den Daten bepreisten die Märkte eine Wahrscheinlichkeit von 73 %, dass die Federal Reserve die Zinssätze bei ihrem Treffen im Januar unverändert lassen würde, so das CME FedWatch-Tool.
#BTC #bitcoin #CPIWatch #Inflation
Übersetzen
📊 Spot Bitcoin ETF Sees Sharp Inflow Revival as Rate Expectations Shift
US spot Bitcoin ETFs recorded a sharp revival in inflows, signaling renewed institutional interest after weeks of uneven activity. On Wednesday, funds attracted $457 million in net inflows, marking the strongest single-day intake since mid-November.
Fidelity’s Wise Origin Bitcoin Fund (FBTC) dominated the session with roughly $391 million, while BlackRock’s IBIT added about $111 million, according to Farside Investors. The latest inflow surge pushed cumulative net inflows above $57 billion, with total ETF assets climbing past $112 billion, or roughly 6.5% of $BTC total market capitalization.
This rebound comes after a volatile period through November and early December, when ETF flows alternated between modest inflows and sharp outflows. The renewed activity suggests institutions may be repositioning ahead of macro shifts, rather than reacting to short-term Bitcoin price movements.
A key catalyst appears to be changing US rate expectations. President Donald Trump announced plans to appoint a new Federal Reserve chair who supports lower interest rates, reinforcing expectations of easier financial conditions. Historically, lower rates tend to favor risk assets like crypto by improving liquidity and easing capital constraints.
Despite stronger ETF demand, Bitcoin’s price structure remains under pressure. The asset is still capped by a dense supply zone between $93,000 and $120,000, limiting upside momentum. Glassnode data shows around 6.7 million BTC currently held at a loss, the highest level of the current cycle.
Spot demand remains selective, corporate treasury flows episodic, and derivatives positioning continues to de-risk. Until sellers are absorbed above $95,000 or fresh liquidity enters the market, Bitcoin is likely to stay range-bound, with structural support forming near $81,000.
#BTC $BTC Price #analysis #Bitcoin Price Prediction: What is Bitcoins next move? #Bitcoin2025
US spot Bitcoin ETFs recorded a sharp revival in inflows, signaling renewed institutional interest after weeks of uneven activity. On Wednesday, funds attracted $457 million in net inflows, marking the strongest single-day intake since mid-November.
Fidelity’s Wise Origin Bitcoin Fund (FBTC) dominated the session with roughly $391 million, while BlackRock’s IBIT added about $111 million, according to Farside Investors. The latest inflow surge pushed cumulative net inflows above $57 billion, with total ETF assets climbing past $112 billion, or roughly 6.5% of $BTC total market capitalization.
This rebound comes after a volatile period through November and early December, when ETF flows alternated between modest inflows and sharp outflows. The renewed activity suggests institutions may be repositioning ahead of macro shifts, rather than reacting to short-term Bitcoin price movements.
A key catalyst appears to be changing US rate expectations. President Donald Trump announced plans to appoint a new Federal Reserve chair who supports lower interest rates, reinforcing expectations of easier financial conditions. Historically, lower rates tend to favor risk assets like crypto by improving liquidity and easing capital constraints.
Despite stronger ETF demand, Bitcoin’s price structure remains under pressure. The asset is still capped by a dense supply zone between $93,000 and $120,000, limiting upside momentum. Glassnode data shows around 6.7 million BTC currently held at a loss, the highest level of the current cycle.
Spot demand remains selective, corporate treasury flows episodic, and derivatives positioning continues to de-risk. Until sellers are absorbed above $95,000 or fresh liquidity enters the market, Bitcoin is likely to stay range-bound, with structural support forming near $81,000.
#BTC $BTC Price #analysis #Bitcoin Price Prediction: What is Bitcoins next move? #Bitcoin2025
Übersetzen
📊 Brazil’s Largest Bank Recommends Bitcoin as a Portfolio Hedge
Brazil’s largest private bank, Itaú Unibanco, is advising investors to allocate 1%–3% of their portfolios to $BTC, framing it as a diversification tool rather than a speculative bet.
According to Renato Eid, head of beta strategies at Itaú Asset Management, Bitcoin should serve as a complementary asset, not a core holding. The focus is on long-term positioning, not market timing, with $BTC offering returns that are largely uncorrelated with domestic economic cycles.
The recommendation is closely tied to currency risk. After the Brazilian real hit record lows in late 2024, Itaú highlighted Bitcoin’s potential role as a partial hedge against FX volatility, alongside its function as a global store of value.
Itaú’s guidance references BITI11, a Brazil-listed Bitcoin ETF launched in partnership with Galaxy Digital. The fund currently manages over $115 million, providing local investors with regulated BTC exposure and international diversification.
The move reflects a broader institutional shift. Similar allocation ranges have been suggested by global banks, signaling that Bitcoin is increasingly viewed not as an outlier, but as a structured portfolio component in emerging-market risk management.
Question: Is a 1%–3% $BTC allocation becoming the new conservative baseline for institutional portfolios?
#BTC Price #analysis #bitcoin Price Prediction: What is Bitcoins next move? #BTC
#Brazil
Brazil’s largest private bank, Itaú Unibanco, is advising investors to allocate 1%–3% of their portfolios to $BTC, framing it as a diversification tool rather than a speculative bet.
According to Renato Eid, head of beta strategies at Itaú Asset Management, Bitcoin should serve as a complementary asset, not a core holding. The focus is on long-term positioning, not market timing, with $BTC offering returns that are largely uncorrelated with domestic economic cycles.
The recommendation is closely tied to currency risk. After the Brazilian real hit record lows in late 2024, Itaú highlighted Bitcoin’s potential role as a partial hedge against FX volatility, alongside its function as a global store of value.
Itaú’s guidance references BITI11, a Brazil-listed Bitcoin ETF launched in partnership with Galaxy Digital. The fund currently manages over $115 million, providing local investors with regulated BTC exposure and international diversification.
The move reflects a broader institutional shift. Similar allocation ranges have been suggested by global banks, signaling that Bitcoin is increasingly viewed not as an outlier, but as a structured portfolio component in emerging-market risk management.
Question: Is a 1%–3% $BTC allocation becoming the new conservative baseline for institutional portfolios?
#BTC Price #analysis #bitcoin Price Prediction: What is Bitcoins next move? #BTC
#Brazil
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