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
$BTC transaction fees now represent just 0.69% of total miner revenue, marking their lowest share in approximately a decade. The data highlights how heavily miners currently depend on the block subsidy rather than transaction fees. While lower fees benefit users by making on-chain transfers more affordable, the trend also raises an important long-term consideration for Bitcoin’s security model.
With block subsidies continuing to decline through future halvings, transaction fees will gradually become more important to miner economics and network security! 🛡 #Bitcoin #BTC
Public companies collectively held 1.28 million Bitcoin as of June 30, 2026, worth roughly $76 billion and equal to 6.11% of Bitcoin’s total supply. The most Interesting part is Strategy remains in a league of its own, holding 846,842 $BTC, a massive corporate bet on Bitcoin as a long-term treasury asset.
This is not just about one company accumulating Bitcoin anymore.
Corporate balance sheets are increasingly becoming a meaningful part of the Bitcoin supply structure, potentially reducing the amount of Bitcoin available in the open market.
Bitcoin’s supply is fixed, corporate demand is not! 🔥 #Macro Insights# #Bitcoin Price Prediction: What is Bitcoins next move?#
U.S. CPI came in at +3.4% YoY, exactly matching expectations, while Core CPI landed at +2.5% YoY, also in line. The data keeps the macro narrative largely unchanged: inflation is still sticky, but it is not accelerating aggressively enough to force a major shift in the Fed’s stance.
For Bitcoin, that’s important 👀
The soft-landing narrative remains alive, risk appetite can stay constructive, and $BTC continues to trade heavily around liquidity, rates and monetary-policy expectations rather than pure inflation fear. #CPI #FED
Bitwise CIO Matt Hougan believes Bitcoin has likely bottomed, and the reasoning is worth watching.
Bitcoin has absorbed a string of negative headlines recently, including the Coldcard hack and the setback surrounding the Clarity Act, yet the market hasn’t seen the kind of aggressive downside reaction many would expect.
When bad news hits but sellers fail to push price significantly lower, it can signal that much of the fear is already priced in. Strong hands may be absorbing the pressure while weaker holders continue to exit.
The next phase could come down to whether $BTC turns this resilience into a sustained recovery. A confirmed trend reversal would make the bottom thesis much stronger. #BitWise #Coldcard
Ethereum Network Activity Just Hit a 5-Month High! 📈
$ETH recorded 989.5K active addresses in 24 hours, its highest level of daily activity since March, according to Santiment. Nearly 1 million active addresses in a single day signals a notable resurgence in on-chain engagement and network usage.
Ethereum’s on-chain activity is a metric worth watching closely! 👀 #Ethereum #ETH
Adam Back-backed H100 has more than tripled its Bitcoin holdings to 3,506 $BTC through its latest acquisition deal. This is more than a treasury expansion, it shows growing conviction in Bitcoin as a long-term corporate reserve asset.
The corporate Bitcoin accumulation trend is getting harder to ignore! 🫰 #H100 #AdamBeck
Strategy has sold another 1,690 $BTC worth ~$108.6M, while its USD reserve has now climbed to an impressive $4.65 billion.
The interesting part is not just the sale, it’s the liquidity being built around the Bitcoin strategy.
A larger cash buffer gives Strategy more flexibility to navigate volatility, manage obligations, and potentially act when market opportunities emerge. #Strategy #CryptoNews
CME leveraged funds have historically maintained heavy net-short exposure, especially during major Bitcoin cycles.
But the latest data shows noticeable shifts into net-long territory, with green positioning spikes appearing as $BTC holds elevated levels.
This doesn’t guarantee upside, but it signals that institutional leveraged positioning is becoming less aggressively bearish.
If this trend persists alongside stronger spot demand, it could become an important tailwind for Bitcoin. (Chart Image CryptoQuant) #CME #Bitcoin Price Prediction: What is Bitcoins next move?#
After Coldcard incident, Bitcoin holders with 0.01–1 $BTC appear to be the most affected, showing a noticeable increase in realized movement as Bitcoin navigates recent volatility.
This segment may be smaller in size, but its behavior can reveal how retail participants are reacting to changing market conditions. #Coldcard #Bitcoin