cryptoquant
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🔥According to CryptoQuant data, between "56,000 and 59,000 $BTC "were deposited into Binance on February 2nd and 3rd.🤯💸
#ADPWatch #BTC #bitcoin #KevinWarshNominationBullOrBear #CryptoQuant
#ADPWatch #BTC #bitcoin #KevinWarshNominationBullOrBear #CryptoQuant
🚨🚨🚨CRYPTOQUANT ALERT!
BITCOIN'S BEAR PHASE COULD DRAG ON FOR 100 MORE DAYS!
Despite the long-term outlook for Bitcoin remaining strongly bullish (with ETF adoption, halving cycles, and institutional interest still in play), on-chain data from CryptoQuant paints a cautious picture for the short-to-medium term.
The "Puell Multiple" has been deep in the discount zone since November 2025; that's already ~3 months of miner revenue pressure.
Historically, Bitcoin tends to stay in this undervalued/accumulation zone for an average of ~200 days. We're only about halfway through, which suggests another 100 days of potential weakness or sideways grinding ahead.
Compounding the pressure: smaller miners are capitulating shutting down rigs to cover costs; which adds more sell-side supply to the market.
Bottom line:This correction isn't over yet. On-chain signals point to more patience being required before a true, sustainable recovery kicks in.
But remember: these discount zones have historically been golden accumulation windows for long-term holders. Stack sats wisely, stay patient, and keep the big picture in mind!
What are your thoughts? HODLing through or waiting for clearer signals? Drop in below 👇
$ICP $LTC $TAO
"The market rewards the sharp and patient; be both."
#Bitcoin #CryptoQuant #PuellMultiple #CryptoMarket
BITCOIN'S BEAR PHASE COULD DRAG ON FOR 100 MORE DAYS!
Despite the long-term outlook for Bitcoin remaining strongly bullish (with ETF adoption, halving cycles, and institutional interest still in play), on-chain data from CryptoQuant paints a cautious picture for the short-to-medium term.
The "Puell Multiple" has been deep in the discount zone since November 2025; that's already ~3 months of miner revenue pressure.
Historically, Bitcoin tends to stay in this undervalued/accumulation zone for an average of ~200 days. We're only about halfway through, which suggests another 100 days of potential weakness or sideways grinding ahead.
Compounding the pressure: smaller miners are capitulating shutting down rigs to cover costs; which adds more sell-side supply to the market.
Bottom line:This correction isn't over yet. On-chain signals point to more patience being required before a true, sustainable recovery kicks in.
But remember: these discount zones have historically been golden accumulation windows for long-term holders. Stack sats wisely, stay patient, and keep the big picture in mind!
What are your thoughts? HODLing through or waiting for clearer signals? Drop in below 👇
$ICP $LTC $TAO
"The market rewards the sharp and patient; be both."
#Bitcoin #CryptoQuant #PuellMultiple #CryptoMarket
70% BITCOIN CRASH COMING? CRYPTOQUANT CEO SAYS ONE FACTOR COULD DECIDE
Bitcoin’s recent pullback is being viewed by analysts less as a technical breakdown and more as a liquidity slowdown. CryptoQuant CEO Ki Young Ju explained that the previous rally was heavily supported by steady capital inflows, but that flow has now weakened — changing the market structure and increasing uncertainty about the next phase.
According to Ki, a deep full-cycle crash similar to past 70% bear markets is not guaranteed. He believes such a scenario would likely depend on one major condition: whether Strategy (formerly MicroStrategy) shifts from being a consistent Bitcoin buyer to a large-scale seller. As long as major accumulation players remain supportive, the probability of an extreme collapse may stay limited.
He also highlighted that Bitcoin’s Realized Cap has flattened, signaling that fresh capital is not entering the ecosystem. When realized cap stalls while market cap declines, it typically reflects a lack of bullish momentum rather than the expansion phase seen in strong bull markets. Profit-taking has been ongoing for months, but ETF inflows and corporate buying previously absorbed selling pressure and kept prices elevated.
Another key concern is shrinking stablecoin liquidity. CryptoQuant analyst Darkfost noted that stablecoin supply — often used as a measure of deployable crypto capital — has started to decline after strong growth since 2023. Exchange flow data suggests investors are becoming more defensive, with outflows indicating reduced risk appetite across the market.
Despite these warnings, analysts do not see confirmation of a market bottom yet. Instead of a sudden crash, many expect a prolonged sideways phase where volatility remains high but strong upward trends struggle to form without new buyers stepping in. For now, liquidity conditions and institutional behavior remain the biggest variables shaping Bitcoin’s next move.
#Bitcoin #CryptoNews #BTC #CryptoMarket #BinanceSquare #CryptoAnalysis #MarketUpdate #TradingPsychology #Liquidity #CryptoQuant
Bitcoin’s recent pullback is being viewed by analysts less as a technical breakdown and more as a liquidity slowdown. CryptoQuant CEO Ki Young Ju explained that the previous rally was heavily supported by steady capital inflows, but that flow has now weakened — changing the market structure and increasing uncertainty about the next phase.
According to Ki, a deep full-cycle crash similar to past 70% bear markets is not guaranteed. He believes such a scenario would likely depend on one major condition: whether Strategy (formerly MicroStrategy) shifts from being a consistent Bitcoin buyer to a large-scale seller. As long as major accumulation players remain supportive, the probability of an extreme collapse may stay limited.
He also highlighted that Bitcoin’s Realized Cap has flattened, signaling that fresh capital is not entering the ecosystem. When realized cap stalls while market cap declines, it typically reflects a lack of bullish momentum rather than the expansion phase seen in strong bull markets. Profit-taking has been ongoing for months, but ETF inflows and corporate buying previously absorbed selling pressure and kept prices elevated.
Another key concern is shrinking stablecoin liquidity. CryptoQuant analyst Darkfost noted that stablecoin supply — often used as a measure of deployable crypto capital — has started to decline after strong growth since 2023. Exchange flow data suggests investors are becoming more defensive, with outflows indicating reduced risk appetite across the market.
Despite these warnings, analysts do not see confirmation of a market bottom yet. Instead of a sudden crash, many expect a prolonged sideways phase where volatility remains high but strong upward trends struggle to form without new buyers stepping in. For now, liquidity conditions and institutional behavior remain the biggest variables shaping Bitcoin’s next move.
#Bitcoin #CryptoNews #BTC #CryptoMarket #BinanceSquare #CryptoAnalysis #MarketUpdate #TradingPsychology #Liquidity #CryptoQuant
⚠️ BITCOIN SUPPLY IN LOSS HITTING DANGER ZONE! ⚠️
$BTC Supply in Loss metric climbing fast to 44% according to CryptoQuant data. This level historically signals major downside pressure brewing. Are we setting up for a bottom or more pain? Context is everything right now. Keep your powder dry.
• $BTC at 44% Loss Zone
• Elevated downside pressure incoming
#Bitcoin #CryptoQuant #MarketSentiment #BTC $📉
$BTC Supply in Loss metric climbing fast to 44% according to CryptoQuant data. This level historically signals major downside pressure brewing. Are we setting up for a bottom or more pain? Context is everything right now. Keep your powder dry.
• $BTC at 44% Loss Zone
• Elevated downside pressure incoming
#Bitcoin #CryptoQuant #MarketSentiment #BTC $📉
Bitcoin Market Strains: Net Loss Realization Flags Early Bear Momentum
CryptoQuant data shows Bitcoin investors have entered a rare net‑loss phase, with roughly 69,000 BTC—over $6.1 billion—realized as losses since late December, marking the first negative cycle since October 2023 and signaling weakening market conviction 📉⚠️;
$UNI
realized profits have collapsed to around 2.5M BTC, levels last seen in March 2024 and mirroring conditions that preceded the 2021–2022 bear transition, indicating fading demand strength despite prices previously holding near cycle highs.
$XMR
On‑chain metrics confirm that holders are transitioning from profit‑taking to loss‑realization, with lower profit peaks recorded throughout 2024–2025, revealing a structural downturn in market momentum as BTC trades below key cost‑basis thresholds and shows early‑bear characteristics across profitability ratios and supply‑side metrics 📊🐻;
$XRP
CryptoQuant notes that this shift aligns with prior early bear phases, where falling realized profits and rising loss‑taking signaled exhaustion of buying power before deeper corrections emerged.
Although long‑term holders remain mostly profitable, the trend of short‑term “tourist” holders exiting at losses reinforces caution, as market structure now reflects waning strength and elevated downside risk—making this a critical inflection zone for BTC traders tracking macro flows and on‑chain stress indicators 🔍🧨. [blockonomi.com] [cointelegraph.com] [cryptonews.com]
#BitcoinMarket ,#CryptoQuant ,#OnChainData ,#BİNANCESQUARE
CryptoQuant data shows Bitcoin investors have entered a rare net‑loss phase, with roughly 69,000 BTC—over $6.1 billion—realized as losses since late December, marking the first negative cycle since October 2023 and signaling weakening market conviction 📉⚠️;
$UNI
realized profits have collapsed to around 2.5M BTC, levels last seen in March 2024 and mirroring conditions that preceded the 2021–2022 bear transition, indicating fading demand strength despite prices previously holding near cycle highs.
$XMR
On‑chain metrics confirm that holders are transitioning from profit‑taking to loss‑realization, with lower profit peaks recorded throughout 2024–2025, revealing a structural downturn in market momentum as BTC trades below key cost‑basis thresholds and shows early‑bear characteristics across profitability ratios and supply‑side metrics 📊🐻;
$XRP
CryptoQuant notes that this shift aligns with prior early bear phases, where falling realized profits and rising loss‑taking signaled exhaustion of buying power before deeper corrections emerged.
Although long‑term holders remain mostly profitable, the trend of short‑term “tourist” holders exiting at losses reinforces caution, as market structure now reflects waning strength and elevated downside risk—making this a critical inflection zone for BTC traders tracking macro flows and on‑chain stress indicators 🔍🧨. [blockonomi.com] [cointelegraph.com] [cryptonews.com]
#BitcoinMarket ,#CryptoQuant ,#OnChainData ,#BİNANCESQUARE
📉 Ki Young Ju: BTC Bottom Not Yet In, Long-Term Stagnation Ahead
CryptoQuant CEO Ki Young Ju remains cautious about Bitcoin’s immediate price action. While he doesn't see a massive crash on the horizon, he warns that the "boring" phase might last a while.
Key Takeaways:
• The 70% Drop Myth: A massive capitulation is unlikely as long as "Whales" keep their coins off the open market.
• No New Liquidity: The lack of fresh capital inflow, combined with retail selling pressure, is keeping the price in a tight range.
• Searching for the Bottom: Ki Young Ju believes the true market bottom isn't in yet. Institutional players are staying sidelined due to global macro uncertainty.
• Market "Flush-Out": This period of low volatility is a classic "cleansing" of weak hands and short-term speculators—historically a necessary foundation for the next Bull Cycle.
The Verdict: We are in a accumulation and waiting phase. For now, patience is the most profitable strategy.
Are you buying this dip, or waiting for a clearer signal that the bottom is in? 👇
#BTC #CryptoQuant #Bitcoin #MarketUpdate #CryptoAnalysis
CryptoQuant CEO Ki Young Ju remains cautious about Bitcoin’s immediate price action. While he doesn't see a massive crash on the horizon, he warns that the "boring" phase might last a while.
Key Takeaways:
• The 70% Drop Myth: A massive capitulation is unlikely as long as "Whales" keep their coins off the open market.
• No New Liquidity: The lack of fresh capital inflow, combined with retail selling pressure, is keeping the price in a tight range.
• Searching for the Bottom: Ki Young Ju believes the true market bottom isn't in yet. Institutional players are staying sidelined due to global macro uncertainty.
• Market "Flush-Out": This period of low volatility is a classic "cleansing" of weak hands and short-term speculators—historically a necessary foundation for the next Bull Cycle.
The Verdict: We are in a accumulation and waiting phase. For now, patience is the most profitable strategy.
Are you buying this dip, or waiting for a clearer signal that the bottom is in? 👇
#BTC #CryptoQuant #Bitcoin #MarketUpdate #CryptoAnalysis
CryptoQuant PnL Index Turns Bearish Signal
Here’s what’s going on with the CryptoQuant PnL Index turning bearish and why it matters for the Bitcoin market:
📉 What the PnL Index Signal Means
CryptoQuant’s PnL (Profit & Loss) Index aggregates several key on-chain indicators — including realized profitability, MVRV, SOPR, and NUPL — into one metric that helps highlight market tops, bottoms, and cycle shifts. �
CoinMarketCap +1
A bearish turn in the PnL Index suggests that realized profitability is shrinking, meaning more holders are selling at lower profits or losses. This often reflects waning buyer demand and growing selling pressure. �
yellow.com
📊 What CryptoQuant’s Latest Data Shows
According to CryptoQuant CEO Ki Young Ju, the PnL Index peaked around mid-2025 and has been trending down since then. It’s now moving toward neutral or bearish territory after a long period of strong metrics. �
yellow.com
Realized capitalization — the sum of all coins valued at their last transaction prices — has flattened even as market prices have slid, implying fresh capital inflows are drying up. �
yellow.com
Long-term holders have been taking profits for over a year, and net realized profits across the market have declined significantly compared with last cycle peaks. �
yellow.com
🐻 Why This Is Seen as Bearish
A decline in the PnL Index often aligns with reduced bullish momentum and can signal the end of a market cycle rather than just a temporary pullback. Historically, such turnarounds have preceded extended periods of sideways or downward price action. �
CoinMarketCap
Other CryptoQuant indicators (e.g., Bull Score Index, exchange flows, miner activity) are also showing weakness, which strengthens the bearish interpretation. �
CoinMarketCap
Some analysts interpret the bearish PnL and related index signals as pointing to a bear market or prolonged consolidation phase rather than a swift return to new highs. �
CoinMarketCap
🤔 What It Doesn’t Necessarily Mean
A bearish PnL Index doesn’t guarantee a crash — it signals market stress and weakening inflows, not specific price targets. �
CoinMarketCap
Some market observers point out that lower volatility and participation by sophisticated players can also reduce realized profits without implying a deep bear market. �
yellow.com
🧠 What Traders & Investors Watch Next
Fresh capital inflows — if new institutional or retail money returns, it could ease bearish pressure.
PnL Index moving back up — a sustained rebound in profitability could mark a shift back to bullish conditions.
Macro factors like global liquidity, interest rates, and broader risk appetite also influence crypto markets beyond on-chain signals.
In short, the bearish turn in CryptoQuant’s PnL Index is an important on-chain warning flag indicating that market momentum and inflows are weakening — a setup historically associated with bearish or range-bound phases rather than strong uptrends. �
CoinMarketCap
$BTC
#CryptoQuant #OnChainAnalysis
#Bitcoin #BearishSignal #CryptoTraders
📉 What the PnL Index Signal Means
CryptoQuant’s PnL (Profit & Loss) Index aggregates several key on-chain indicators — including realized profitability, MVRV, SOPR, and NUPL — into one metric that helps highlight market tops, bottoms, and cycle shifts. �
CoinMarketCap +1
A bearish turn in the PnL Index suggests that realized profitability is shrinking, meaning more holders are selling at lower profits or losses. This often reflects waning buyer demand and growing selling pressure. �
yellow.com
📊 What CryptoQuant’s Latest Data Shows
According to CryptoQuant CEO Ki Young Ju, the PnL Index peaked around mid-2025 and has been trending down since then. It’s now moving toward neutral or bearish territory after a long period of strong metrics. �
yellow.com
Realized capitalization — the sum of all coins valued at their last transaction prices — has flattened even as market prices have slid, implying fresh capital inflows are drying up. �
yellow.com
Long-term holders have been taking profits for over a year, and net realized profits across the market have declined significantly compared with last cycle peaks. �
yellow.com
🐻 Why This Is Seen as Bearish
A decline in the PnL Index often aligns with reduced bullish momentum and can signal the end of a market cycle rather than just a temporary pullback. Historically, such turnarounds have preceded extended periods of sideways or downward price action. �
CoinMarketCap
Other CryptoQuant indicators (e.g., Bull Score Index, exchange flows, miner activity) are also showing weakness, which strengthens the bearish interpretation. �
CoinMarketCap
Some analysts interpret the bearish PnL and related index signals as pointing to a bear market or prolonged consolidation phase rather than a swift return to new highs. �
CoinMarketCap
🤔 What It Doesn’t Necessarily Mean
A bearish PnL Index doesn’t guarantee a crash — it signals market stress and weakening inflows, not specific price targets. �
CoinMarketCap
Some market observers point out that lower volatility and participation by sophisticated players can also reduce realized profits without implying a deep bear market. �
yellow.com
🧠 What Traders & Investors Watch Next
Fresh capital inflows — if new institutional or retail money returns, it could ease bearish pressure.
PnL Index moving back up — a sustained rebound in profitability could mark a shift back to bullish conditions.
Macro factors like global liquidity, interest rates, and broader risk appetite also influence crypto markets beyond on-chain signals.
In short, the bearish turn in CryptoQuant’s PnL Index is an important on-chain warning flag indicating that market momentum and inflows are weakening — a setup historically associated with bearish or range-bound phases rather than strong uptrends. �
CoinMarketCap
$BTC
#CryptoQuant #OnChainAnalysis
#Bitcoin #BearishSignal #CryptoTraders
Los mineros de Bitcoin reducen reservas: una señal clave para el mercado
Las reservas de $BTC de los mineros han caído nuevamente cerca de mínimos históricos, tras la salida aproximada de 2.000 BTC, dejando las tenencias del sector apenas por encima de los 1,8 millones de monedas. Este movimiento se produce luego de un breve período de acumulación iniciado a finales de enero, el cual fue completamente revertido según datos de #CryptoQuant Con BTC cotizando en la zona de los USD 76.000, el volumen movilizado representa cerca de USD 152 millones, en un contexto donde los costos operativos presionan cada vez más la rentabilidad de los mineros, cuyos equipos operan cerca del llamado “precio de apagado”.
Desde la perspectiva del mercado, la reducción sostenida de las reservas mineras podría convertirse en un factor de presión adicional sobre el precio de bitcoin, especialmente si estos movimientos derivan en ventas efectivas y la demanda no acompaña con la misma fuerza. Si bien no todas las salidas implican ventas inmediatas, el actual sentimiento del mercado y la caída de márgenes pueden incentivar a los mineros a liquidar BTC para cubrir costos energéticos y operativos. Este escenario refuerza la importancia de monitorear el comportamiento de los mineros como un indicador adelantado de posibles dinámicas de oferta en el corto plazo, en un momento clave para la evolución del mercado cripto.
Si consideras que esta información ha sido útil, te invito a dar un "like" y a suscribirte a mi canal, donde diariamente compartiré contenido relevante sobre el mundo de las criptomonedas.
Aviso Legal ⚠️ La información proporcionada en este canal es únicamente con fines educativos y no debe interpretarse como asesoramiento financiero o estrategias de inversión. No nos hacemos responsables por decisiones tomadas basadas en el contenido presentado.
Desde la perspectiva del mercado, la reducción sostenida de las reservas mineras podría convertirse en un factor de presión adicional sobre el precio de bitcoin, especialmente si estos movimientos derivan en ventas efectivas y la demanda no acompaña con la misma fuerza. Si bien no todas las salidas implican ventas inmediatas, el actual sentimiento del mercado y la caída de márgenes pueden incentivar a los mineros a liquidar BTC para cubrir costos energéticos y operativos. Este escenario refuerza la importancia de monitorear el comportamiento de los mineros como un indicador adelantado de posibles dinámicas de oferta en el corto plazo, en un momento clave para la evolución del mercado cripto.
Si consideras que esta información ha sido útil, te invito a dar un "like" y a suscribirte a mi canal, donde diariamente compartiré contenido relevante sobre el mundo de las criptomonedas.
Aviso Legal ⚠️ La información proporcionada en este canal es únicamente con fines educativos y no debe interpretarse como asesoramiento financiero o estrategias de inversión. No nos hacemos responsables por decisiones tomadas basadas en el contenido presentado.
GN🌙 CoinRank Evening Headlines!
#Jupiter announced plans to integrate the prediction market Polymarket, signaling deeper convergence between #DeFi trading and #predictionmarkets.
An address dubbed the “1011 insider whale” ranked first in realized profits on Hyperliquid, highlighting outsized whale gains amid elevated derivatives activity.
Blockchain security firm PeckShield reported that crypto-related thefts totaled $86 million in January 2026, underscoring persistent security risks across the #crypto sector.
The #CryptoQuant CEO said the market is unlikely to repeat the previous cycle’s 70% crash as long as Strategy does not engage in large-scale selling, pointing to continued #institutional influence.
Several tokens including HYPE, BERA, and XDC are set for large unlocks next week, with HYPE alone facing unlocks valued at roughly $305 million, raising concerns over short-term #supplypressure .
#CoinRank
#Jupiter announced plans to integrate the prediction market Polymarket, signaling deeper convergence between #DeFi trading and #predictionmarkets.
An address dubbed the “1011 insider whale” ranked first in realized profits on Hyperliquid, highlighting outsized whale gains amid elevated derivatives activity.
Blockchain security firm PeckShield reported that crypto-related thefts totaled $86 million in January 2026, underscoring persistent security risks across the #crypto sector.
The #CryptoQuant CEO said the market is unlikely to repeat the previous cycle’s 70% crash as long as Strategy does not engage in large-scale selling, pointing to continued #institutional influence.
Several tokens including HYPE, BERA, and XDC are set for large unlocks next week, with HYPE alone facing unlocks valued at roughly $305 million, raising concerns over short-term #supplypressure .
#CoinRank
СТРАТЕГИЧЕСКИЙ ГАМБИТ ДЖАСТИНА САНА 323 МЛН ТРАНЗАКЦИЙ!
$TRX
CryptoQuant подтвердил TRON зафиксировал ATH активности — 323 млн транзакций в месяц.
Как они это сделали? В августе TRON снизил стоимость энергии на 60%, уронив комиссии до смешных $0.53. Результат?
Сеть променяла краткосрочную прибыль на глобальное доминирование.
Пока другие блокчейны дорожают, TRON становится бесплатным воздухом для экономики. #TRON #TRX #CryptoQuant #MassAdoption
$TRX
CryptoQuant подтвердил TRON зафиксировал ATH активности — 323 млн транзакций в месяц.
Как они это сделали? В августе TRON снизил стоимость энергии на 60%, уронив комиссии до смешных $0.53. Результат?
Сеть променяла краткосрочную прибыль на глобальное доминирование.
Пока другие блокчейны дорожают, TRON становится бесплатным воздухом для экономики. #TRON #TRX #CryptoQuant #MassAdoption
GM ✅ CoinRank Early Briefing!
#Bitcoin network hashrate has dropped to its lowest level since October 2021, raising concerns over miner pressure amid market weakness
#Bitcoin briefly fell below Strategy’s average cost, touching $75,719.90, marking a key psychological level for institutional holders
Strategy’s #BTC position has largely returned to breakeven, while Trend Research’s #ETH holdings remain unrealized at a loss of $475 million
#CryptoQuant ’s said the market bottom remains unclear, with selling pressure persisting and no meaningful new capital inflows observed so far
A member of the Saudi royal family reportedly acquired 49% of #Trump -linked World Liberty Financial for $500 million in a private deal
#Bitcoin network hashrate has dropped to its lowest level since October 2021, raising concerns over miner pressure amid market weakness
#Bitcoin briefly fell below Strategy’s average cost, touching $75,719.90, marking a key psychological level for institutional holders
Strategy’s #BTC position has largely returned to breakeven, while Trend Research’s #ETH holdings remain unrealized at a loss of $475 million
#CryptoQuant ’s said the market bottom remains unclear, with selling pressure persisting and no meaningful new capital inflows observed so far
A member of the Saudi royal family reportedly acquired 49% of #Trump -linked World Liberty Financial for $500 million in a private deal
📉 Ki Young Ju氏：ビットコインは「底打ち」前、長期停滞の可能性を示唆
CryptoQuantのCEO、Ki Young Ju氏が現在のBTC市場について分析を公開しました。要約すると「大暴落のリスクは低いが、本格的な上昇まではまだ時間がかかる」という見解です。
📌 主なポイント:
• 70%の下落は考えにくい： 「クジラ（大口投資家）」が公開市場で投げ売りを始めない限り、これ以上の極端な暴落の可能性は低いと見ています。
• 新規資金の不足： 現在、個人投資家による売り圧力がある一方で、市場に新しい資金が入ってきていないことが停滞の要因です。
• 本当の「底」はまだ先： 世界的な金融市場の不透明感から、大口プレーヤーは静観しており、まだ真の底値には到達していない可能性が高いとのことです。
• 「弱い手」の振り落とし： 現在の低ボラティリティ期間は、短期スペキュレーターを排除するためのプロセスであり、将来の強気相場に向けた土台となります。
結論： 現在は「忍耐」のフェーズです。市場が次のサイクルに向けて力を蓄えている時期と言えるでしょう。
皆さんはどう思いますか？ここが底値だと思いますか、それともまだ「横ばい」が続くと思いますか？ 👇
#BTC #ビットコイン #CryptoQuant #仮想通貨 #相場分析 $BTC
CryptoQuantのCEO、Ki Young Ju氏が現在のBTC市場について分析を公開しました。要約すると「大暴落のリスクは低いが、本格的な上昇まではまだ時間がかかる」という見解です。
📌 主なポイント:
• 70%の下落は考えにくい： 「クジラ（大口投資家）」が公開市場で投げ売りを始めない限り、これ以上の極端な暴落の可能性は低いと見ています。
• 新規資金の不足： 現在、個人投資家による売り圧力がある一方で、市場に新しい資金が入ってきていないことが停滞の要因です。
• 本当の「底」はまだ先： 世界的な金融市場の不透明感から、大口プレーヤーは静観しており、まだ真の底値には到達していない可能性が高いとのことです。
• 「弱い手」の振り落とし： 現在の低ボラティリティ期間は、短期スペキュレーターを排除するためのプロセスであり、将来の強気相場に向けた土台となります。
結論： 現在は「忍耐」のフェーズです。市場が次のサイクルに向けて力を蓄えている時期と言えるでしょう。
皆さんはどう思いますか？ここが底値だと思いますか、それともまだ「横ばい」が続くと思いますか？ 👇
#BTC #ビットコイン #CryptoQuant #仮想通貨 #相場分析 $BTC
📉 Ki Young Ju：比特币仍未触底，或将迎来长期横盘
CryptoQuant 首席执行官 Ki Young Ju 近日分享了其对当前市场的深度见解。简而言之：目前虽无恐慌性暴跌风险，但距离“To the Moon”仍需时日。
核心观点总结：
• 不会出现 70% 的崩盘。 分析师认为，只要“巨鲸”们不选择在公开市场大规模抛售，重现历史性大跌的可能性极低。
• 停滞将成为新常态。 由于缺乏新资金流入，加之散户投资者的持续抛压，币价上涨乏力。
• 底在哪里？ Ki Young Ju 指出，市场尚未触及真正的底部。在全球宏观环境充满不确定性的背景下，大资金普遍选择持币观望。
• 市场大清洗。 当前的低波动期正处于“清洗”杠杆和散户弱势仓位的阶段。这往往是牛市周期开启前必经的基石夯实期。
结论： 我们正处于筑底阶段，耐心是本赛季最重要的资产。
大家怎么看？你认为现在已经接近局部底部，还是会继续长达数月的“横盘走势”？👇
#BTC #CryptoQuant #比特币 #加密货币 #行情分析
CryptoQuant 首席执行官 Ki Young Ju 近日分享了其对当前市场的深度见解。简而言之：目前虽无恐慌性暴跌风险，但距离“To the Moon”仍需时日。
核心观点总结：
• 不会出现 70% 的崩盘。 分析师认为，只要“巨鲸”们不选择在公开市场大规模抛售，重现历史性大跌的可能性极低。
• 停滞将成为新常态。 由于缺乏新资金流入，加之散户投资者的持续抛压，币价上涨乏力。
• 底在哪里？ Ki Young Ju 指出，市场尚未触及真正的底部。在全球宏观环境充满不确定性的背景下，大资金普遍选择持币观望。
• 市场大清洗。 当前的低波动期正处于“清洗”杠杆和散户弱势仓位的阶段。这往往是牛市周期开启前必经的基石夯实期。
结论： 我们正处于筑底阶段，耐心是本赛季最重要的资产。
大家怎么看？你认为现在已经接近局部底部，还是会继续长达数月的“横盘走势”？👇
#BTC #CryptoQuant #比特币 #加密货币 #行情分析
🤖 AI "Resurrects" Satoshi: The Creator is Not Impressed with Modern Bitcoin
CryptoQuant CEO Ki Young Ju recently conducted a fascinating experiment. He fed Satoshi Nakamoto’s public emails and forum posts into an AI to create a "digital twin" of Bitcoin's creator.
The "AI Satoshi" shared its thoughts on Bitcoin’s evolution, and the feedback was quite sharp:
❌ The ETF Irony: The AI expressed frustration that the industry is moving toward intermediaries. While Bitcoin was built for peer-to-peer transactions, many now hold it via ETFs or CEXs without true soul-custody.
❌ Concentration of Power: The digital Satoshi criticized the massive accumulation of BTC by giants like MicroStrategy, calling it an excessive concentration of capital that defies the original vision.
❌ The Missing Piece: "I don’t want to sound ungrateful for Bitcoin’s adoption, but I feel something important has been lost in the process," the AI remarked.
The Bottom Line: The AI reminded us that Satoshi’s identity doesn't matter—the protocol does. The goal was a system that requires no trust in developers or middlemen, only in the code.
As we celebrate institutional adoption, have we traded decentralization for a higher price tag?
What’s your take? Is the "AI Satoshi" right, or is this just the natural evolution of money? 👇
#Bitcoin #SatoshiNakamoto #CryptoQuant
CryptoQuant CEO Ki Young Ju recently conducted a fascinating experiment. He fed Satoshi Nakamoto’s public emails and forum posts into an AI to create a "digital twin" of Bitcoin's creator.
The "AI Satoshi" shared its thoughts on Bitcoin’s evolution, and the feedback was quite sharp:
❌ The ETF Irony: The AI expressed frustration that the industry is moving toward intermediaries. While Bitcoin was built for peer-to-peer transactions, many now hold it via ETFs or CEXs without true soul-custody.
❌ Concentration of Power: The digital Satoshi criticized the massive accumulation of BTC by giants like MicroStrategy, calling it an excessive concentration of capital that defies the original vision.
❌ The Missing Piece: "I don’t want to sound ungrateful for Bitcoin’s adoption, but I feel something important has been lost in the process," the AI remarked.
The Bottom Line: The AI reminded us that Satoshi’s identity doesn't matter—the protocol does. The goal was a system that requires no trust in developers or middlemen, only in the code.
As we celebrate institutional adoption, have we traded decentralization for a higher price tag?
What’s your take? Is the "AI Satoshi" right, or is this just the natural evolution of money? 👇
#Bitcoin #SatoshiNakamoto #CryptoQuant
UPDATES🚨🚨: AI Satoshi says Bitcoin is losing its original meaning
Ki Young Ju, CEO of CryptoQuant, stated that he recreated Satoshi Nakamoto using AI trained on all available writings, including emails and the Bitcoin whitepaper. The AI was then briefed on modern Bitcoin realities such as ETFs, institutions, and custodial storage.
The virtual Satoshi reacted negatively, arguing that the community is drifting toward speculation and away from technology. Institutionalization, in his logic, results in renewed centralization rather than true decentralization.
The main message: without developers and real financial sovereignty, Bitcoin loses its essence. The asset can thrive financially, but the peer-to-peer vision fades over time.
When asked about identity, the AI declined to answer, stressing that identity never mattered — system performance did.
#satoshiNakamato #CryptoQuant $BNB $BTC #bitcoin #Write2Earn
Ki Young Ju, CEO of CryptoQuant, stated that he recreated Satoshi Nakamoto using AI trained on all available writings, including emails and the Bitcoin whitepaper. The AI was then briefed on modern Bitcoin realities such as ETFs, institutions, and custodial storage.
The virtual Satoshi reacted negatively, arguing that the community is drifting toward speculation and away from technology. Institutionalization, in his logic, results in renewed centralization rather than true decentralization.
The main message: without developers and real financial sovereignty, Bitcoin loses its essence. The asset can thrive financially, but the peer-to-peer vision fades over time.
When asked about identity, the AI declined to answer, stressing that identity never mattered — system performance did.
#satoshiNakamato #CryptoQuant $BNB $BTC #bitcoin #Write2Earn
⚠️ $BTC Bitcoin’s aSOPR indicator is in a critical zone
Price remains high 📈, but holder confidence appears weak 😬
Historical behavior suggests:
➡️ If support holds → potential buying opportunity
➡️ If support breaks → capitulation risk increases
The market is currently testing patience and conviction 🧠
#BTC #CryptoQuant #onchaindata #MarketAnalysis #trading
Price remains high 📈, but holder confidence appears weak 😬
Historical behavior suggests:
➡️ If support holds → potential buying opportunity
➡️ If support breaks → capitulation risk increases
The market is currently testing patience and conviction 🧠
#BTC #CryptoQuant #onchaindata #MarketAnalysis #trading
📉 投降就在眼前？CryptoQuant 数据揭示比特币投资者情绪
根据最新的 CryptoQuant 分析，比特币市场可能正在经历一个关键时刻：投资者投降的迹象日益明显。这通常意味着市场正在触底，但过程可能会充满痛苦。
以下是核心洞察：
aSOPR 指标触底：aSOPR 指标目前在下降通道内运行。从历史上看，在“极度恐惧”的市场情绪下，该指标触及底部通常预示着局部底部的形成。进入亏损实现模式：这是自 2023 年 10 月以来首次出现的情况，比特币持有者正在集体实现净亏损。自 12 月底以来，累计亏损已达 69,000 BTC。ETF 面临压力：目前比特币价格在 $86,600 附近波动，这大约是现货 ETF 持有者的平均购买成本。如果这个关键价位失守，可能会给机构投资者带来巨大的心理压力，引发新一轮抛售。矿工也在退缩？ 由于盈利能力下降（估计挖矿成本约为 $69,000），我们观察到矿工正在退出市场，这可能会在短期内扩大潜在的下行空间。
这意味着什么？
投降虽然痛苦，但对市场而言是一种净化。它通常是清除过度杠杆和恐慌性抛售的最后阶段，之后市场底部有望形成，并为反转奠定基础。
⚠️ 重要支撑位：分析师们强调 $80,000 区域是关键支撑位。如果跌破该水平，可能会导致更深层次的修正。
免责声明：本文不构成财务建议。请始终进行您自己的研究 (DYOR)！
#Bitcoin #BTC #CryptoQuant #Trading #CryptoNews
根据最新的 CryptoQuant 分析，比特币市场可能正在经历一个关键时刻：投资者投降的迹象日益明显。这通常意味着市场正在触底，但过程可能会充满痛苦。
以下是核心洞察：
aSOPR 指标触底：aSOPR 指标目前在下降通道内运行。从历史上看，在“极度恐惧”的市场情绪下，该指标触及底部通常预示着局部底部的形成。进入亏损实现模式：这是自 2023 年 10 月以来首次出现的情况，比特币持有者正在集体实现净亏损。自 12 月底以来，累计亏损已达 69,000 BTC。ETF 面临压力：目前比特币价格在 $86,600 附近波动，这大约是现货 ETF 持有者的平均购买成本。如果这个关键价位失守，可能会给机构投资者带来巨大的心理压力，引发新一轮抛售。矿工也在退缩？ 由于盈利能力下降（估计挖矿成本约为 $69,000），我们观察到矿工正在退出市场，这可能会在短期内扩大潜在的下行空间。
这意味着什么？
投降虽然痛苦，但对市场而言是一种净化。它通常是清除过度杠杆和恐慌性抛售的最后阶段，之后市场底部有望形成，并为反转奠定基础。
⚠️ 重要支撑位：分析师们强调 $80,000 区域是关键支撑位。如果跌破该水平，可能会导致更深层次的修正。
免责声明：本文不构成财务建议。请始终进行您自己的研究 (DYOR)！
#Bitcoin #BTC #CryptoQuant #Trading #CryptoNews
🚀 86,600 美元：比特币 ETF 持有者的“生死线”，守得住吗？
比特币目前在 86,600 美元 附近震荡，这不仅仅是一个数字，更是现货 ETF 买家的平均入场成本位。
CryptoQuant 研究主管 Julio Moreno 将这一区域称为关键的“心理防线”。我们正在见证 ETF 领域自诞生以来最严峻的一次压力测试。
市场核心看点：
🔹 盈亏平衡点： 投资者现在面临抉择：是继续持仓等待反弹，还是在跌破成本前“保本出局”？现在还没到谈论获利了结的时候。
🔹 资金流向： 自 10 月 10 日达到 726 亿美元的峰值以来，资金净流出约 61 亿美元，降幅达 8.4%。市场正在出清“短线投机者”。
🔹 利润缓冲消失： 只要价格保持在实现价格（Realized Price）之上，信心就在。一旦跌破，将失去“利润缓冲”，可能引发更大规模的赎回潮。
专家观点：
虽然资金在流出，但实现价格并未下降，说明市场已经吸收了来自散户和后期投资者的抛压。如果能守住 86,600 美元，这将成为新一轮上涨的坚实底座。
💎 盯着 86,600 这个位置，这不仅是成本线，更是牛市的信心基石。
#Bitcoin #BTC #ETF #CryptoQuant #加密货币
比特币目前在 86,600 美元 附近震荡，这不仅仅是一个数字，更是现货 ETF 买家的平均入场成本位。
CryptoQuant 研究主管 Julio Moreno 将这一区域称为关键的“心理防线”。我们正在见证 ETF 领域自诞生以来最严峻的一次压力测试。
市场核心看点：
🔹 盈亏平衡点： 投资者现在面临抉择：是继续持仓等待反弹，还是在跌破成本前“保本出局”？现在还没到谈论获利了结的时候。
🔹 资金流向： 自 10 月 10 日达到 726 亿美元的峰值以来，资金净流出约 61 亿美元，降幅达 8.4%。市场正在出清“短线投机者”。
🔹 利润缓冲消失： 只要价格保持在实现价格（Realized Price）之上，信心就在。一旦跌破，将失去“利润缓冲”，可能引发更大规模的赎回潮。
专家观点：
虽然资金在流出，但实现价格并未下降，说明市场已经吸收了来自散户和后期投资者的抛压。如果能守住 86,600 美元，这将成为新一轮上涨的坚实底座。
💎 盯着 86,600 这个位置，这不仅是成本线，更是牛市的信心基石。
#Bitcoin #BTC #ETF #CryptoQuant #加密货币
Ki Young Ju, #CryptoQuant CEO: "If the market still prices #Bitcoin as risk-on, it's undervalued".
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$BTC $PAXG
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$BTC $PAXG
🚨 比特币进入“红区”：大户正在获利了结？
CryptoQuant 的分析师发出警报：BTC 的需求已正式进入“红区”。这意味着目前的抛售压力已经超过了市场的承接能力。📉
核心数据概览：
巨鲸动向 (1,000–10,000 BTC)： 持仓量的年度变化自2025年初以来首次转负。大户们正在撤出资金。中坚力量 (100–1,000 BTC)： 同样开始减仓，加剧了看跌趋势。美国机构需求： 机构兴趣暂时减弱，散户的购买量尚不足以消化目前的抛盘。
后市展望：
市场正进入高波动期。根据 Glassnode 的预测，当前的关键点位是 $95,000。如果比特币在未来一个月内无法站稳该水平，市场可能会面临“漫长的停滞期”。
巨鲸正在落袋为安，你打算怎么做：是逢低买入，还是等待更深的回调？👇
#Bitcoin #BTC #CryptoQuant #加密货币 #行情分析
CryptoQuant 的分析师发出警报：BTC 的需求已正式进入“红区”。这意味着目前的抛售压力已经超过了市场的承接能力。📉
核心数据概览：
巨鲸动向 (1,000–10,000 BTC)： 持仓量的年度变化自2025年初以来首次转负。大户们正在撤出资金。中坚力量 (100–1,000 BTC)： 同样开始减仓，加剧了看跌趋势。美国机构需求： 机构兴趣暂时减弱，散户的购买量尚不足以消化目前的抛盘。
后市展望：
市场正进入高波动期。根据 Glassnode 的预测，当前的关键点位是 $95,000。如果比特币在未来一个月内无法站稳该水平，市场可能会面临“漫长的停滞期”。
巨鲸正在落袋为安，你打算怎么做：是逢低买入，还是等待更深的回调？👇
#Bitcoin #BTC #CryptoQuant #加密货币 #行情分析
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