Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast
Today’s podcast episode was created from the following stories:
Data Shows Bitcoin Buyers Going All-In at Record Pace
On-chain data points to aggressive accumulation, with so-called accumulator addresses adding over 375,000 BTC in the past month and more than 50,000 BTC in a single day. The CryptoQuant-backed analysis suggests growing conviction among long-term buyers, a dynamic that can tighten supply and influence price stability amid volatility.
Crypto Markets Today: Bitcoin Holds $100K as Altcoins Extend Losses, AI Tokens Defy Trend
Bitcoin hovered around $100,600 after a 30-day slide of 18%, while options markets flashed a near-term bullish tilt despite broad deleveraging. Altcoins mostly fell, but AI-linked tokens like FET and NEAR surged over 20% as traders rotated into narrative-driven plays; liquidations topped $600 million, reinforcing the $100,000 level as a key battleground.
BTC Market Now ‘Extremely Bearish,’ Says QCP: Asia Morning Briefing
CryptoQuant flagged an “extremely bearish” setup after BTC fell below its 365-day moving average, highlighting downside risks toward $91,000 or even $72,000 if support fails. Glassnode countered that the move resembles a mid-cycle correction rather than full capitulation, with a majority of supply still in profit.
U.S. Bitcoin ETF Flows Turn Positive After Six Days of Outflows
U.S. spot bitcoin ETFs saw $240 million of net inflows, breaking a six-day outflow streak and hinting at potential stabilization. Even so, the ongoing government shutdown has weighed on risk appetite and liquidity, leaving markets sensitive to further policy and macro headlines.
Bitcoin Weakness Sends a Warning to Stocks, but Liquidity May Soon Turn, Citi Says
Citi ties Bitcoin’s slump to tightening liquidity—Treasury cash rebuilds and shrinking bank reserves—and warns this could spill over to equities. The bank notes that liquidity may soon improve as Treasury balances normalize, potentially aiding a year-end rebound for both crypto and stocks.
Massive $5.4 Billion Options Expiry: Traders Double Down Despite End-of-Cycle Warnings
Over $5.4 billion in BTC and ETH options expired, with Bitcoin’s max pain around $107,000 and positioning showing cautious optimism (PCR ~0.79). Many traders continued short-volatility strategies despite warnings of market fragility, setting the stage for outsized moves if key levels break.
Industry Experts Lower Bitcoin Price Targets Amid Crypto Market Slowdown
ARK Invest’s Cathie Wood trimmed her 2030 BTC target to $1.2 million, citing stablecoins taking on roles once expected of Bitcoin. Galaxy Digital’s Alex Thorn cut his 2025 outlook to $120,000 amid deleveraging, capital rotation, and retail fatigue, while JPMorgan still sees room for gains toward $170,000 in the next year.
Filecoin soars 70% after breaking through $2 as DePIN sector rallies
Filecoin led the DePIN sector with a 70% surge on heavy volume, breaking key resistance and consolidating above $2. The move showcased sector strength even as broader crypto markets traded mixed, with technicals signaling firm support and momentum.
Kazakhstan to launch $1 billion crypto reserve fund using seized assets by 2026: Bloomberg
Kazakhstan plans to debut a $1 billion national crypto reserve fund built from seized assets, targeting an early-2026 launch. The move signals growing sovereign interest in digital assets as strategic reserves.
Strategy adds Europe to capital raising efforts, securing $715M in newest preferred offering
Strategy (MSTR) raised about €620 million ($715 million) via a 10% preferred stock issue in Europe, aiming to purchase more bitcoin as its common-stock premium narrows. The new “STRE” series underscores continued institutional demand for BTC exposure even as the company’s shares slide alongside the market.
