coinbase

On the US side, Coinbase leadership — including CEO Brian Armstrong — signaled that many retail participants continued accumulating rather than panic selling. This so-called “diamond hands” behavior suggests conviction buying during fear. However, price formation doesn’t depend on sentiment alone — it depends on marginal flows. Data tracked by CryptoQuant showed Coinbase premium readings stayed negative for much of the drawdown, implying US-linked spot demand wasn’t strong enough to dominate global selling pressure. Only recently has that spread begun stabilizing, hinting that marginal demand may be rotating back.
Meanwhile, Binance order flow told a different story. Exchange inflows spiked, largely from short-term holders and mid-sized wallets rather than long-term whales. This points to defensive positioning — traders de-risking into volatility — not structural distribution. Because Binance remains a major global liquidity center, aggressive selling there had outsized influence on price discovery, effectively acting as a pressure valve for global deleveraging.
The result is a market where price is determined at the margin, not by who believes most strongly. Even if one cohort accumulates, concentrated selling in a deeper liquidity venue can temporarily overpower that demand. Institutional flow trends tracked by CoinShares add another layer: multi-week outflows from digital asset products suggest risk appetite remains selective.
Looking ahead, four signals matter most: whether Coinbase premium turns sustainably positive, whether Binance inflows cool, whether institutional flows stabilize, and whether derivatives hedging pressure declines. Together, these factors determine whether Bitcoin transitions from liquidation repair to spot-led recovery — or remains trapped in volatile consolidation.
Three forward scenarios stand out. A bullish regime shift would require sustained US spot demand and fading exchange sell pressure. A base case favors range volatility as leverage rebuilds cautiously. A bearish extension would see continued premium weakness and defensive positioning, increasing the odds of another support test.
This is only my personal market view — not financial advice. What do you think: is spot demand ready to lead, or does volatility continue? Share your perspective below.
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#BTC #CryptoMarkets #coinbase

Need to know what happened in crypto today? Here is the latest news on daily trends and events impacting Bitcoin price, #blockchain , DeFi, NFTs, Web3 and crypto regulation.
Today in crypto, Cathie Wood’s ARK Invest added nearly $15.2 million in Coinbase stock, Anthony Pompliano points out the big challenge that $BTC holders are currently facing. Meanwhile, US Treasury Secretary Scott Bessent believes cryptocurrency investor sentiment will improve if the CLARITY Act is passed in a timely manner.
ARK turns bullish on Coinbase again with $15M purchase after selling spree
ARK Invest has returned to buying shares of #coinbase Global after trimming its position, adding roughly $15 million worth of stock across several of its actively managed exchange-traded funds (ETFs) on Friday.
The Cathie Wood-led asset manager purchased 66,545 Coinbase shares through the ARK Innovation ETF (ARKK), 16,832 shares through Next Generation Internet ETF (ARKW) and 9,477 shares through Fintech Innovation ETF (ARKF), according to the firm’s daily trade disclosures.
The buying activity coincided with a sharp surge in Coinbase stock. Shares closed the trading session at $164.32, up about 16.4% on the day, before edging higher in after-hours trading, according to data from Google Finance. The surge put the firm’s total purchase at roughly $15.2 million.
Alongside Coinbase, ARK also increased its stake in Roblox Corporation, buying shares in ARKK, ARKW and ARKF. Roblox closed near $63.17 on the New York Stock Exchange on Friday.

Bitcoin holders are being tested as inflation eases: Pompliano
$BTC investors are being forced to rethink why they hold the asset as inflation data cools, according to Bitcoin entrepreneur Anthony Pompliano.
“I think the challenge for Bitcoin investors, can you hold an asset when there is not high inflation in your face on a day-to-day basis?” Pompliano said during an interview with Fox Business on Thursday. “Can you still believe in what Bitcoin’s value proposition is, which is that it’s a finite-supply asset. If they print money, Bitcoin is going higher,” he said.
“$BTC and gold are great long-term things,” he said. The Consumer Price Index (CPI) fell to 2.4% in January from 2.7% in December, according to the Bureau of Labor Statistics. However, Mark Zandi, Moody’s chief economist, recently told CNBC that inflation “looks better on paper than in reality.”
It comes as sentiment for Bitcoin has reached multi-year lows not seen since June 2022, with the Crypto Fear & Greed Index, which measures overall crypto market sentiment, posting an “Extreme Fear” score of 9 in its Saturday update.
US Treasury Secretary believes CLARITY Act could revive investor sentiment
US Treasury Secretary Scott Bessent said the timely passage of the CLARITY Act could help stabilize markets and improve investor sentiment amid ongoing volatility.
In an interview with CNBC, Bessent argued that regulatory certainty could ease the current market downturn.
“In a time when we are having one of these historically volatile sell-offs, I think some clarity on the CLARITY bill would give great comfort to the market, and we could move forward from there,” Bessent said.
He continued: “I think if the Democrats were to take the House, which is far from my best case, then the prospects of getting a deal done will just fall apart.”
The #CLARITYAct is proposed legislation to establish a clearer regulatory framework for digital assets in the United States. Broadly, it seeks to define which crypto assets fall under securities law versus commodities law, clarify oversight responsibilities between regulators and provide more predictable compliance standards for investors.
He added that timing is critical. #Bessent is pushing for passage by June, warning that delays, especially ahead of the 2026 midterm elections, could complicate negotiations.

This article is my own research and opinion, if you want to perform any action by keeping this article in regard then i think you must do your own research also.
Thanks,
#bullishleo