Bitcoin Is Selling Off — But Long-Term Holders Are Buying More Than Ever
While BTC is dropping, long-term holders and ETF wallets are showing one of the strongest demand spikes in years. These are the buyers who accumulate during weakness and almost never sell into fear.
Historically, whenever this type of demand shows up, it marks the moment when supply moves out of the hands of short-term traders and into long-term conviction holders.
Price looks weak.
Underlying demand does not.
⚠️ For informational purposes only — not financial advice.
Mid to late 2026 is starting to look like a window that could turn very bullish for Bitcoin and other risk assets. Two major catalysts may converge around June–July 2026, creating a powerful macro setup.
⭕️ Rotation out of money markets
Current projections point to the final Fed rate cut landing on July 29, 2026. Historically, when rate-cut cycles end, capital starts flowing out of money market funds and into higher-risk assets. Bitcoin is usually one of the biggest beneficiaries of that liquidity shift.
💰 Trump’s proposed $2,000 stimulus checks
Early discussions suggest a potential $2,000 payment per eligible household, similar to the COVID-era checks. The expected timing also lines up with June–July 2026, pending Supreme Court approval and Congressional sign-off.
If these two triggers hit close together, the 2026 downturn may be shorter and milder than many expect — and liquidity could return much faster.
This setup even opens the possibility for Bitcoin to reach a new all-time high before the next halving, mirroring what we saw in early 2024.
⚠️ For informational purposes only — not financial advice.
Bitcoin continues to move inside the descending channel, with price currently sitting right below the channel’s resistance trendline. The Ichimoku Cloud is also positioned overhead, creating an additional layer of resistance.
A clean breakout above both the channel and the Cloud would confirm a shift toward bullish momentum. Until then, the downtrend structure remains intact. $BTC
⚠️ This content is for informational purposes only and not financial advice.
BTC Dominance has broken below the ascending triangle and is now sitting on top of a key horizontal demand zone. Both the MA21 and MA50 are acting as resistance overhead, limiting any immediate upside.
A move back above these MAs would signal renewed strength.
A breakdown below the demand zone, however, could open the door for further downside.
Since $BTC Dominance typically moves opposite the altcoin market cap, this level is important to watch for clues on the next major shift in market momentum.
⚠️ This content is for informational purposes only and not financial advice.
According to Glassnode, only 5% of altcoins are currently in profit, one of the lowest readings we’ve seen. That alone shows how badly the alt market is struggling.
What makes this even more concerning is that Bitcoin is dropping too, which is unusual for this stage of the cycle. When both $BTC and nearly all alts are underwater at the same time, it tells you just how much pressure the entire market is facing right now.
⚠️ This content is for informational purposes only and does not constitute financial or investment advice.
Bitcoin $BTC ETPs saw $1.38B in outflows over the past three weeks, marking a steady withdrawal streak equal to roughly 2% of all BTC ETP assets under management.
Ethereum $ETH was hit even harder proportionally, with $689M exiting its products — about 4% of its total AuM. Solana and XRP also recorded smaller redemptions of $8.3M and $15.5M, respectively.
Not all flows were negative, however. Investors added $69M into multi-asset ETPs over the same period, showing a preference for diversified exposure in a choppy market. Short-Bitcoin ETPs also saw net inflows as traders increased hedges against further downside.
⚠️ This content is for informational purposes only and does not constitute financial or investment advice.