$BTC erased 3 months of underperformance in just 4 sessions, sharply improving against the S&P 500. While the move is constructive, sustained outperformance is needed to confirm a broader trend reversal. (Chart via glassnode)
Bitcoin’s momentum is improving, but confirmation remains key! 🥂 #Bitcoin Price Prediction: What is Bitcoins next move?# #BTC Price Analysis#
$BTC move above $75,000 triggered a sharp short squeeze, with more than $222 million in short positions wiped out within just one hour. The liquidation wave shows how quickly leverage can amplify a breakout. As bearish positions are forced to close, that buying pressure can add even more momentum to the move. #BTC #Liquidation
Q2 2026 recorded the largest quarterly Bitcoin ETF outflow on record, with 77,033 $BTC leaving spot ETFs.
However, the ownership data adds important context.
13F filings indicate that institutional holders reduced their exposure by just 1,195 $BTC, marking the third consecutive quarter of institutional net selling. The remaining 75,839 BTCs came from non-13F holders, suggesting that the overwhelming majority of the outflow was driven by retail and other investors outside traditional 13F reporting. #BTC #BTC Price Analysis#
Bitcoin is trading around $69.5K as U.S. long-term yields continue pushing higher. The 10Y Treasury yield is at 4.64%, while the 30Y has climbed to 5.19% levels that can put meaningful pressure on risk assets by making bonds more attractive and tightening financial conditions.
The bigger concern is the continued rise in the long end of the curve. A 30Y yield above 5% reflects growing demand for compensation around inflation, fiscal spending and long-term debt risks. For Bitcoin, this creates a tougher liquidity environment. Until yields stabilize or begin moving lower, $BTC may continue struggling to establish a sustained upside move. (Chart Via Swissblock) #Bitcoin Price Prediction: What is Bitcoins next move?# #BTC Price Analysis#
Circle is Putting Serious Liquidity to Work on Solana! 📰
Circle minted $1.25 billion in $USDC on Solana this week, including another $250 million today. That’s a significant liquidity injection into the $SOL ecosystem. Fresh USDC supply gives traders, DeFi users, and applications more capital to deploy across the network. Stablecoin issuance is one of the clearest signals of where crypto-native liquidity is building.
Solana is clearly attracting fresh capital! 👀 #Circle #Solana
Citi expects to launch Bitcoin custody later this year through its new Custody+ platform, marking another major step in traditional finance’s integration with digital assets. This is bigger than just another bank entering crypto. A global financial giant offering institutional-grade Bitcoin custody could make it easier for corporations, funds, and other large investors to hold $BTC through a familiar banking infrastructure.
Bitcoin is steadily moving from an alternative asset into the infrastructure of mainstream finance! 🤝
Japan’s Metaplanet Inc. is taking its $BTC treasury strategy to the U.S., launching a dedicated Bitcoin treasury company through a reported $135 million nanocap deal. This is bigger than just another corporate Bitcoin purchase. Metaplanet is effectively exporting its Bitcoin treasury playbook into the world’s deepest capital market potentially creating another vehicle for institutional and public-market exposure to Bitcoin.
Bitcoin treasury companies are becoming a global corporate strategy, not a Japan-only experiment. #MetaPlanet #Metaplanet#
Bitcoin has still delivered a massive +414% versus +130% for the S&P 500, but its bursts of outperformance have steadily weakened across cycles.
The latest 90-session excess return stands at -30.1pp, showing $BTC is currently trailing equities.
The trend suggests Bitcoin is maturing, with its historic outperformance becoming less extreme each cycle. #Bitcoin Price Prediction: What is Bitcoins next move?#
Billionaire Paul Tudor Jones’ $106 billion investment corporation reports holding $22.9 million worth of BlackRock’s spot Bitcoin ETF. For institutions of this scale, a multi-million-dollar $BTC ETF position is more than a signal it reflects growing confidence in Bitcoin as a long-term asset.
The institutional Bitcoin story is far from over! 🥂 #ETF #PaulTudor
46% of all $BTC is now held in self-custody, putting a significant portion of the supply outside centralized platforms. That means fewer coins are immediately available on exchanges, reducing liquid supply and potentially amplifying price moves when demand accelerates.
The tighter the available supply, the stronger the impact of new demand! 🤝 #Bitcoin #HODL
El Salvador now holds 7,743 $BTC, worth roughly $490M, and continues to add Bitcoin almost every day. The interesting part is not just the size of the stack, it’s the consistency. Despite every market cycle, the country has not sold a single Bitcoin since the program began.
Conviction shows when the market gets noisy! 🫰 #ElSalvador #CryptoNews
Glassnode’s latest order-book data shows the large buy wall that formed below $BTC in June has mostly drained away and sell-side liquidity has also thinned considerably. This suggests the market is no longer relying on an unusually large concentration of resting orders to absorb volatility.
Liquidity is resetting! The next move will depend on real demand 🙌 #BTC #BTC Price Analysis#
Bitcoin has never stayed below the historical Fire Sale level for this long! 📈
That doesn’t automatically mean a bottom is in, but it does highlight just how unusual the current market conditions are. When long-term valuation zones remain under pressure for an extended period, patience becomes more important than emotion.
Historically, extreme valuation discounts have created some of $BTC’s most interesting opportunities but timing the exact bottom is never easy. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?#
Goldman Sachs has acquired NEOS Investments in a $2.25B deal, adding roughly $1B in $BTC ETF exposure to its growing investment footprint. This is more than an acquisition. It shows how traditional finance is increasingly building direct exposure to Bitcoin through regulated investment products.
Bitcoin’s Long-Term Holder Stress Zone Is Getting Closer! 👀
LTH MVRV is currently at 1.28, down from much higher levels and moving closer to the historical zone where long-term holders faced significant stress. Historically, MVRV approaching or falling below 1.0 has coincided with major accumulation periods, including 2015, 2018–19 and 2022.
We’re not there yet! But if $BTC sees a deeper correction and LTH MVRV moves toward 1, the risk/reward profile could become increasingly interesting for long-term investors! 🙌 #Bitcoin #Bitcoin Price Prediction: What is Bitcoins next move?#
Bitcoin ETFs recorded another $389.7M in weekly net outflows, highlighting continued caution around $BTC exposure. While, $ETH ETFs posted a $6.7M net inflow, showing modest but positive investor demand.
The divergence suggests capital is becoming more selective rather than simply leaving crypto! 👀 #ETFs #CryptoNews
Strategy’s roughly $53B $BTC treasury makes the company unusually sensitive to any major index classification decision. If MSCI ultimately excludes Strategy from its eligible indexes, passive funds tracking those benchmarks could be required to reduce their exposure, potentially creating meaningful short-term selling pressure.
However, forced selling does not automatically change Strategy’s long-term Bitcoin strategy or Bitcoin’s underlying fundamentals.
The market impact will depend on the size, timing, and liquidity of any resulting flows.
The key risk is temporary market pressure not necessarily a change in the Bitcoin thesis! 🧠 #Strategy #MicroStrategy