bitcoinetfs

$BTC
Accumulation : Les portefeuilles de whales détiennent 16 644 BTC à un prix moyen de 77 439 $, inférieur au cours actuel de 69 823 $, ce qui signale une position acheteuse précoce
Indicateurs techniques : L'RSI est neutre à 68, le MACD montre un momentum haussier, le support clé se situe à 60 000 $, la résistance à 70 000 $
Catalyseurs : La réserve de 1 million de BTC proposée par le Brésil, le retour des flux vers les ETF, l'activation d'un portefeuille Satoshi inactif qui déclenche un rallye de 470 M $
Facteurs moteurs : Les données on-chain révèlent une accumulation de 53 000 BTC par les whales en une semaine, contrebalançant les sorties institutionnelles récentes
État du marché
BTC s'échange à 69 823 $, en hausse de 0,97 % sur 24 heures, avec un gain sur 7 jours de 0,73 % après s'être consolidé entre 60 000 $ et 70 000 $
La capitalisation boursière atteint 1,39 T $, représentant 58,76 % de la dominance du marché crypto, avec un volume sur 24 heures de 35,99 M $
L'indice Peur & Greed est à 11 (Peur extrême), suggérant une phase potentielle d'accumulation malgré l'activité d'achat des whales
Les ETF Bitcoin spot aux États-Unis affichent un flux entrant de 15,1 M $ le 13 février, après des sorties précédentes, indiquant une demande institutionnelle en voie de stabilisation
Stratégie de trading
Supports clés à 60 000 $ et 66 000 $, résistances à 70 000 $ et 75 000 $ pour les objectifs de cassure
L'RSI à 68 (neutre), le MACD montre un momentum haussier, les bandes de Bollinger indiquent une faible volatilité avant une éventuelle cassure
L'accumulation par les whales à un prix moyen d'entrée de 77 439 $ crée un solide soutien, rendant 69 823 $ attractif pour les détenteurs à long terme
Envisager une accumulation dans la fourchette 66 000–69 000 $ avec un stop-loss en dessous de 60 000 $, en visant 75 000 $ en cas de cassure
Le volume doit dépasser 40 M $ pour confirmer la cassure ; le volume actuel de 35,99 M $ montre que la dynamique est en train de se construire
Facteurs moteurs essentiels
Le projet de loi 4501/2024 du Brésil propose une réserve stratégique souveraine de Bitcoin afin d'acquérir jusqu'à 1 million de BTC sur cinq ans, créant une demande massive à long terme Link
Un portefeuille datant de l'ère Satoshi, resté inactif, a acquis près de 7 000 BTC d'une valeur de 470 M $, déclenchant un rallye de 4 % et signalant la confiance du marché
Malgré les récentes sorties d'ETF, la demande institutionnelle augmente avec l'amélioration de la clarté réglementaire et l'intégration multi-actifs
Flux d'argent intelligent
Les whales longs détiennent 734 positions avec 16 644 BTC à un prix moyen d'entrée de 77 439 $, actuellement sous eau mais montrant une forte conviction
Les whales short détiennent 1 129 positions avec 40 536 BTC à un prix moyen d'entrée de 85 863 $, subissant une pression alors que le prix rebondit
Le ratio long/short à 0,42 indique que les shorts restent dominants mais en baisse, suggérant un potentiel squeeze des shorts.

Précision ici que cette analyse n'est pas un conseil d'investissement et n'offre aucun espoir d'accumuler les gains prolifiques...
$BTC #BitcoinETFs

The crypto market’s been on a wild ride lately. It's been down more than 30% in just three months and it’s putting serious heat on one of last year’s hottest trends: crypto treasury firms (or digital asset treasuries, DATs).
These companies basically raise money through different means such as stock sales, debt, and the likes and then throw it straight into Bitcoin, Ethereum, Solana, you name it. In the bull run, it looked like a brilliant idea: borrow cheap, buy big, watch the value skyrocket. But what about now? With prices sliding hard, a lot of them are sitting on losses that make their balance sheets look ugly.
So the big question for 2026 is: Can this model survive the squeeze?
Prediction #1: Forced Selling Is Coming
Some of these firms are about to hit the wall. Debt payments are looming, refinancing is drying up, and margin calls don’t wait politely. When that happens, selling becomes unavoidable - and forced selling in crypto is brutal. Prices drop, which triggers more liquidations, which drops prices further. It’s a vicious loop.
Strategy (MSTR), the OG in this space, is still clinging to its “never sell” mantra. Michael Saylor’s crew insists Bitcoin is untouchable, even as their market cap dips below the value of their holdings. Mara Holdings (MARA) looks less stubborn. On-chain data shows nearly 1,400 BTC moving toward exchanges—a classic “we’re getting ready to sell” signal. BitMine Immersion (BMNR) is deep in Ethereum, but also deep in losses—about $7.5 billion on paper. They’ve been diluting shareholders just to stay afloat, and while they keep buying ETH, confidence cracks fast when prices stay low.
Bottom line: some will hold, some will fold. But the more that fold, the more pressure it puts on crypto prices across the board.
Prediction #2: ETFs Are About to Eat Their Lunch
Here’s the other squeeze: ETFs.
Treasury firms and ETFs both give investors crypto exposure without the hassle of wallets or exchanges. But ETFs are cleaner—no debt drama, no dilution, no corporate baggage. And regulators are catching up fast. The SEC has already approved altcoin ETFs, limited-leverage ETFs, and staking ETFs are expected this year.
Now that is huge. Why gamble on a risky treasury firm when you can buy a simple ETF that does the same thing, with less risk and even staking yield? Institutions especially will flock to the safer option. That makes it harder for treasury firms to raise money or justify their existence.
The Big Picture
2026 is shaping up as a survival test. The firms with strong balance sheets and true conviction might hang on. But what about the rest? They’ll be forced to sell, restructure, or fade out as ETFs take center stage.
Crypto’s still unpredictable, but one thing’s very clear: the way companies hold digital assets on their books is about to change. Watch the on-chain movements and ETF approvals - they’ll tell the story before the headlines do.
Takeaway: Crypto treasuries were the darlings of the bull run. Now they’re staring down debt, sell-offs, and ETF competition. Survival isn’t guaranteed.

#BitcoinETFs #solana #MarketRebound

Spot Bitcoin ETFs remain a central force shaping BTC’s outlook in 2026. After the historic approval of U.S. spot Bitcoin ETFs in 2024, institutional demand transformed Bitcoin from a largely retail-dominated asset into a mainstream financial instrument. Institutional capital now accounts for a meaningful portion of Bitcoin’s market structure, and ETF flows have become key drivers of price action.
Current Market Dynamics
In the first months of 2026, Bitcoin ETFs have experienced both significant outflows and renewed inflows, highlighting a transitional trading environment:
Spot Bitcoin ETFs recently recorded substantial weekly outflows, led by BlackRock’s iShares Bitcoin Trust (IBIT) and other major funds, reflecting profit‑taking and macro risk hedging in a volatile market. Conversely, recent data shows periods of strong inflows, with major funds attracting fresh capital as price stabilizes, indicating that the institutional thesis remains intact even amid near‑term pressure.
Institutional Involvement & Long‑Term Indicators
Despite near‑term swings, Bitcoin ETFs still hold a large share of BTC supply and continue to expand distribution through major brokerage networks. Assets under management (AUM) for Bitcoin ETFs are projected to grow significantly by year‑end as more financial advisors and retirement platforms adopt regulated crypto exposure.
Analysts believe that ETF structures have proven resilient — even through deep corrections — and that allocators are treating Bitcoin as a strategic portfolio diversifier rather than a short‑term trade.
Price Drivers & Forecasts
The interplay between ETF flows and price performance is now a dominant market variable:
Some forecasts anticipate continued accumulation by institutional buyers, supporting upward momentum over the medium term.
Others highlight the potential for further short‑term volatility and drawdowns, especially if macroeconomic factors (like delayed rate cuts or risk‑off periods) persist.
While short‑term technical levels remain under pressure, the structural thesis for Bitcoin via regulated ETFs stays strong, with a growing consensus that institutional capital will continue to anchor Bitcoin’s path in 2026 and beyond.
Bitcoin ETFs are shaping the market big time this year. Yes, we see some outflows here and there, but inflows keep coming — showing institutions still trust BTC.
From my side, this is really bullish. ETFs are making Bitcoin a mainstream asset, not just a gamble. Any dip? Just a chance to accumulate. 2026 feels like the year BTC solidifies its place in serious portfolios.
#BitcoinETFs #Bitcoin
$BTC $ZKC $BNB

The market is screaming, but the data is whispering a very specific story. If you are only watching the price ticker, you are missing 50% of the equation.

​To master Bitcoin $BTC , you must track it on two axes: TIME + PRICE.

​Most retail traders get front-run because they ignore the clock. Here is my proprietary framework for the 2024-2026 cycle.

​1. The TIME Axis: The Historical Rhythm

​Price can be manipulated by liquidations, but time remains constant. If we analyze the days from the All-Time High (ATH) to the Cycle Low after every halving, a mathematical pattern emerges:

​2012 Cycle: 406 Days to bottom
​2016 Cycle: 363 Days to bottom
​2020 Cycle: 376 Days to bottom
​2024 Cycle: Currently unfolding.

​The Projection: If the historical mean holds, the highest probability window for the "Absolute Bottom" is October to November 2026. This is my Time Target. When this window opens, I buy aggressively—regardless of what the chart looks like. Time is how you avoid the "Value Trap."

​2. The PRICE Axis: Value vs. Vanity

​While the time window is my primary trigger, price provides the secondary confirmation.

​Back in October, when BTC was trading at $114,000, I publicly forecasted a return to the $60,000 range. The "moon-boys" laughed. Today, that forecast is a reality.

​My Execution Strategy:

​The Value Zone: I have already initiated accumulation since we entered the $60,000 zone. * The Capitulation Target: I am eyeing the $45,000 - $50,000 range as the ultimate bottom. This is where I go heavy.

​Waiting for the "perfect" dollar amount is how you get left at the station. If the price offers value, I buy. If the time hits the window, I buy. It is that simple.

​3. The Final Confirmation: NUPL On-Chain Data

​I don’t trade on feelings; I trade on signatures. The Net Unrealized Profit/Loss (NUPL) indicator is the "holy grail" of cycle bottoms. It accurately flagged:

​The 2018 Bottom
​The 2020 COVID Crash
​The 2022 Post-FTX Low

​Current Reading: We have not entered the "Capitulation Blue Zone" yet. We are still significantly above it. This suggests that while the $60k range is good value, the real pain—the kind that creates millionaires—is likely still ahead of us in late 2026.

​The Verdict:

​The market is currently messy, but this is merely the "boring" phase before the generational wealth phase.

​Below $60,000: Systematic daily buys of $500k.
​Oct-Nov 2026: Maximum execution window.

​I’ve spent 10 years studying Macro. I called the October ATH, and I’m calling this correction now. Stick to the plan. Ignore the noise.

​Follow and turn on notifications. I will post the final warning before it hits the mainstream headlines. 🔔

​#BTC #CryptoSt #BitcoinETFs #MacroEconom #MarketUpdate

Bitcoin exchange-traded funds recorded significant outflows on February 12, signaling renewed institutional caution across the crypto market.

Key Takeaways:
Bitcoin ETFs saw - $410.2 million in net outflows.Ethereum ETFs followed with - $113.1 million in withdrawals.Solana ETFs recorded a modest $2.7 million inflow, standing out positively.XRP spot ETFs posted - $6.42 million in net outflows.
Combined net outflows for U.S. spot Bitcoin ETFs came in at - $410.2 million, marking one of the larger single-day withdrawals this month.
Bitcoin ETF Flows
The bulk of the pressure was concentrated in major products. BlackRock’s IBIT saw $157.6 million in outflows, while Fidelity’s FBTC lost $104.1 million. Grayscale’s GBTC recorded a $59.1 million decline, and ARK’s ARKB shed $31.5 million. Smaller products also contributed modest negative flows, reinforcing the broad-based nature of the pullback.
The scale of withdrawals indicates that large-cap crypto exposure remains sensitive to macro positioning and broader market sentiment.
Ethereum ETF Flows
Ethereum ETFs followed a similar trajectory, posting total net outflows of - $113.1 million for the session. BlackRock’s ETHA and Fidelity’s FETH led withdrawals with $29.0 million and $43.5 million respectively, while Grayscale’s ETHE recorded an additional $13.4 million in outflows.
The consistent red trend suggests investors remain cautious on ETH positioning despite recent structural developments in the ecosystem.
Solana ETF Flows
Solana ETFs diverged from the broader trend, recording a modest $2.7 million net inflow. Bitwise’s BSOL contributed $2.1 million, with smaller positive allocations across other issuers.
Although relatively small in size, the inflow stands out given the broader negative tone across Bitcoin and Ethereum products.
XRP ETF Flows
XRP spot ETFs posted a net - $6.42 million outflow. While Canary and Franklin products saw inflows of $1.44 million and $737,470 respectively, Grayscale’s GXRP experienced a sharp $8.91 million withdrawal, tipping the daily balance negative.
Mixed flows suggest selective positioning rather than broad accumulation in XRP-related products.
Overall, the session reflects a defensive tilt among institutional participants. While ETF flows can shift quickly, the magnitude of Bitcoin and Ethereum outflows highlights continued sensitivity to macro developments and market structure dynamics across digital assets.
#BitcoinETFs #EthereumETF

The cryptocurrency market is holding its breath as Bitcoin, the undisputed king, navigates a critical juncture. After a stellar Q1 2024, propelled by the historic spot ETF approvals, BTC has entered a phase of consolidation and heightened volatility. This article dives deep into the on-chain data, technical indicators, and macroeconomic whispers to paint a clear picture of where Bitcoin might be headed next.
The Current Landscape: Between ETF Flows and Macro Headwinds
The dominant narrative remains the US Spot Bitcoin ETFs. Since launch, they have accumulated over 500,000 BTC, representing a massive, sustained demand shock. However, recent weeks have seen notable fluctuations in daily flows, including periods of net outflows. This indicates a tug-of-war between institutional adoption and profit-taking/risk-off sentiment.

Simultaneously, macroeconomic pressures are mounting. Stubborn inflation data has pushed expectations for Federal Reserve rate cuts further into the future. Higher-for-longer interest rates strengthen the US Dollar (DXY), creating a classic headwind for risk assets like Bitcoin. The market is currently balancing these two powerful, opposing forces.
Deep Dive: The Data Telling the Story
1. On-Chain Analysis: Holder Conviction & Market Health
Realized Price & MVRV Ratio: The market-wide realized price (the average price at which all coins last moved) sits around $25,000. Bitcoin trading significantly above this level indicates the majority of holders are in profit. The Market Value to Realized Value (MVRV) ratio, currently above 2, suggests the market is in a profit zone but not yet at the extreme greed levels seen at past cycle tops (>3.5).
Supply Dynamics:
Long-Term Holders (LTHs): The percentage of supply held by entities for over 155 days remains near all-time highs (~75%). This cohort is notoriously resilient, often refusing to sell even during 30-40% corrections. Their steadfastness is a bedrock of support.
Exchange Reserves: BTC balances on centralized exchanges continue a multi-year downtrend, recently hitting 5-year lows. This signifies a supply squeeze—fewer coins are readily available for sale, amplifying the impact of new demand.
2. Technical Analysis: Key Levels to Watch
The Macro Range: BTC is currently oscillating within a large consolidation rectangle between $59,000 (major support) and $74,000 (all-time high resistance). This is healthy price action after a parabolic advance, allowing the market to re-accumulate.
Critical Support Zone: The band between $59,000 - $61,500 is absolutely crucial. This aligns with:
The 0.5-0.618 Fibonacci retracement level of the Q1 rally.The short-term holder realized price (their aggregate cost basis).High volume nodes on the Volume Profile indicator.A decisive weekly close below $59,000 could signal a deeper correction towards $52,000-$54,000.
Momentum Indicators:
Weekly RSI: Has cooled from overbought (>80) to a neutral range (~55). This resets the momentum for a potential next leg up.Daily 200EMA: Currently near $52,000 and rising. This has acted as a bull market support line throughout this cycle.
Forward-Looking Prediction: The Path Ahead
Based on the synthesis of the above data, we can outline two primary scenarios for the coming 3-6 months:
Scenario 1: Bullish Resolution (Probability: 60%)
Path: Bitcoin continues to base and build energy within the $59k-$74k range for several more weeks. Positive ETF flow momentum returns, coinciding with a softening of DXY strength or clearer Fed dovish signals.Trigger: A weekly close above $74,000 on significant volume.Target: Such a breakout would likely ignite the next parabolic phase of the bull market, with initial targets at $85,000, followed by a run towards $100,000 - $120,000 by Q4 2024/Q1 2025. The underlying supply dryness from HODLing and ETF accumulation could make this move sharper than many expect.
Scenario 2: Deeper Correction (Probability: 40%)
Path: Persistent macro fears (recession, hawkish Fed) trigger sustained ETF outflows. The $59,000 support level fails to hold.Trigger: A weekly close below $58,500.Target: This would likely lead to a flush towards the next major support cluster between $52,000 - $54,500 (200EMA, 0.786 Fib, long-term holder cost basis). This would be a high-value buying zone for the remaining bull cycle, potentially shaking out weak leverage before a stronger foundation is built.
Conclusion: The Verdict
The weight of evidence still leans bullish for the medium to long term. The structural demand from ETFs, the unprecedented supply illiquidity due to HODLing, and the impending Bitcoin halving (already priced in to a large degree, but a fundamental supply shock) create a potent bullish cocktail.
However, the short-term path is dictated by macro. Traders should respect the $59,000 - $74,000 range until a clear breakout occurs. The market is undergoing a necessary maturation process, shifting from speculative froth to institutional-led demand.
Final Word: This is not the time for maximal leverage or panic. It is a time for strategic accumulation at key supports, patience, and a focus on the long-term horizon. The data suggests we are still in the middle chapters of this bull market, not the final page.
#bitcoin #Binance #squarecreator #BinanceSquare #BitcoinETFs
$BTC
$ETH