Core Insights - Bitcoin has experienced a price drop below $95,000 after reaching near $98,000, yet institutional demand remains strong with significant inflows into U.S. spot ETFs [1] Institutional Demand - U.S. spot Bitcoin ETF flows reversed sharply from $1.3 billion in outflows to $1.7 billion in inflows, indicating renewed institutional accumulation [3] - BlackRock's IBIT captured $1.035 billion during the January 12–16 trading week, accounting for nearly 75% of total Bitcoin ETF demand [3] - U.S. custody wallets added 577,000 BTC worth $53 billion over the past year, with continued inflows into January despite price consolidation [4] Market Dynamics - Bitcoin remains in a consolidation phase, with the 14-day RSI cooling from 63.6 to 61.0 while still above neutral [2] - Spot trading volume increased from $8.8 billion to $9.3 billion, with a net buy-sell imbalance rising from -$4.6 million to $81.2 million, a 1,877% increase [2] - The ETF MVRV ratio increased to 1.71, indicating ETF holders are in profit [4] Derivatives Market - Futures markets showed mixed signals as open interest rose from $31.0 billion to $31.5 billion, reflecting cautious rebuilding of speculative engagement [6] - Funding rates dropped by 60.6%, from $1.5 million to $0.6 million daily, indicating reduced long-side urgency [6]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Mike Novogratz warns the16,703 active addresses holding XRP (CRYPTO: XRP) can’t justify its $115 billion market cap, but social media chatter is nevertheless debating major institutional accumulation. What Happened: Galaxy Digital (TSX:GLXY) founder and CEO Mike Novogratz challenged XRP and Cardano (CRYPTO: ADA) to demonstrate genuine utility beyond loyal communities as the cryptocurrency market matures fro ...

Dec 8–Dec 14, 2025 #LookonchainWeeklyReportDespite weaker DEX volumes, the market saw $1.4B in new stablecoins and strong institutional accumulation. Whales and funds continued to rotate aggressively into ETH and majors, including Bitmine's 102K ETH purchase and Saylor’s 10.6K BTC buy.🟢 Stablecoin MarketThe total stablecoin market cap increased by $1.4B.🟢 Spot & Perps Trading Volume on DEXs🟢 Protocol Revenue🟢 Last week, 8 companies increased their holdings by 11,662.78 $BTC($1.03B) and 2 companies decreased ...

Market Dynamics - Bitcoin has been rangebound for over ten weeks, influenced by long-term holders distributing and institutions accumulating, creating a deadlock [1][2][3] - Long-term holders (LTHs) started distributing Bitcoin when it broke above $110,000, but this distribution has decelerated recently [4][5] - Institutions, including ETF buyers and treasury companies, are aggressively buying Bitcoin, offsetting the supply from long-term holders [6] - Seasonality favors Bitcoin, with October and November historically being its two strongest months, averaging returns of +22.9% and +35.7% respectively [1][7] Macroeconomic Factors - The Federal Reserve (Fed) has begun an easing cycle, cutting policy rates, which historically benefits Bitcoin as investors venture out on the risk curve [1][8] - Loosening credit conditions and a resilient economy are likely to drive another explosive leg higher for Bitcoin in Q4 [8][10] Technical Analysis - Long-term holder distribution is cooling, with net outflows from LTH supply slowing down [6] - Bitcoin's consolidation period suggests a potential for a violent breakout, with the odds favoring another leg higher in Q4 [10]

Institutional Accumulation - 13 new addresses accumulated over 1,000 BTC, indicating rising institutional accumulation [1] - 48 wallets acquired more than 10,000 ETH, suggesting strong market confidence [1] Market Sentiment - The market shows strong confidence despite volatility [1]

Market Trends - Institutional accumulation is expected to increase in Q4 [1] - Wall Street is anticipating FOMO (Fear Of Missing Out) [1]

Supply and Demand - Institutional Bitcoin accumulation is rapidly outpacing new supply [1] - Potential for a Bitcoin supply shock [1]

Market Prediction - ETH is predicted to reach $10,000 [1] - The analysis suggests early investment opportunities in ETH [1] Investment Strategy - The report emphasizes the importance of studying institutional accumulation of ETH [1]