Crypto Globe Gazette

Strategy has pumped nearly $1 billion into BTC, and its vault now holds more than 660,000 coins. But while it doubles down, institutional appetite is cooling, and inflows hit 2025 lows. The biggest buyer may be the last.
Context in a Nutshell
In December 2025, Strategy snapped up nearly $1 billion in BTC, bringing its total stash to over 660,000 coins, an aggressive bet, even as its stock slumps more than 50%. At the same time, digital-asset treasury inflows are cooling, with November marking the weakest month for DIFs all year.
What You Should Know
Strategy just spent nearly $1 billion to buy 10,624 more BTC, bringing its total holdings to 660,624 BTC, purchased at an average price of around $74,696, for a total of about $49.35 billion.Despite this massive buy, Strategy's stock has had a rough year; its shares are down more than 50% over the past 12 months.The timing is notable: the fresh $BTC purchase comes as inflows to "digital asset treasuries" more broadly have slowed sharply. November's inflows were the lowest of 2025.Some analysts interpret the slowdown in buying pace across corporate treasuries as a signal that these firms, led by Strategy, may be bracing for a protracted bear market rather than doubling down on a quick rebound.
Why Does This Matter?
This massive buy signals that Bitcoin's largest corporate buyer still believes, but the broader slowdown suggests the tide of institutional demand may be turning. If more firms hesitate to accumulate, Bitcoin's supply floor could become fragile and subject to large swings from fewer hands.
Strategy's vault is bulging, but shrinking support from the broader corporate crowd might turn what looks like strength into a precarious pivot point for Bitcoin.
#BTC #BitcoinTreasuryWatch

Standard Chartered has chopped BTC's 2025 target from $200,000 to $100,000. Corporate buying is done. ETF inflows appear to have flat-lined. Price support is thinning. If institutional demand stalls, the rally may stall too.
Context in a Nutshell
In a dramatic shift, Standard Chartered has cut its 2025 Bitcoin price forecast from $200,000 down to just $100,000. The bank argues that corporate treasuries, once heavy buyers, are exiting the game, and spot-ETF inflows have dropped to their lowest levels since launch. With demand cratering, BTC now relies almost entirely on periodic ETF flows to support price.
What You Should Know
Standard Chartered has cut its 2025 year-end Bitcoin price forecast from $200,000 to $100,000.The bank says major corporate $BTC accumulation, like from corporate treasuries, has "run its course," removing what had been a key demand leg.Quarterly spot-ETF inflows, once a pillar of expected growth, have collapsed to just 50,000 BTC, the lowest since U.S. spot-Bitcoin ETFs launched.As a result, future Bitcoin price moves may now rely almost entirely on ETF demand, a much thinner foundation than previous multi-leg demand that depended on the combined efforts of corporate inflows, ETFs, and retail dynamics.
Why Does This Matter?
This re-forecast is a modest downgrade and a signal to the structural rethink of what's supporting Bitcoin's rally. Without diversified demand legs, such as treasuries, retail input, and ETFs, BTC becomes far more vulnerable to swings in institutional appetite. That fragility could cap upside or, worse, make BTC prone to sharper downswings.
Bitcoin's ascent may not be over, but this downgrade shows the runway has just gotten much shorter. With demand thinning, the next move could be far more volatile than the last.
$ETH $XRP #bitcoin #BTC

$BTC is trapped under the $92,000–$95,000 range. Volume is fading. A bounce lacks conviction. If bulls don't punch through, $86,000–$88,000 could be next, with a further slide well on the cards. This isn't a rally. It is a test.
Context in a Nutshell
Bitcoin has clawed its way back to the mid-$90,000 range, but every rally toward $92,000–$95,000 has collapsed under heavy supply. Volume is dropping even as price steadies, a troubling sign that this rebound might be running on fumes. Traders are bracing: if BTC can't retake the top of the range, it might backtrack toward the $86,000–$88,000 support level.
What You Should Know
Bitcoin is hovering around $90,000. Bulls tried to lift the price, but the $92,000–$95,000 zone remains a major ceiling.Trading volume and on-chain/spot activity have weakened even as the price has recovered, suggesting the bounce may lack conviction.Analysts warn: if BTC fails to reclaim higher ground above the $94,000–$95,000 range, downside risks remain. Some see support zones around $86,000–$88,000 as potential next stops.The current state reflects a deeper tug-of-war between bulls staking range lows and bears defending overhead supply, making near-term direction uncertain.
Why Does This Matter?
What the market is witnessing is a much shorter pause and a much longer standoff. The shrinking spot volume and weak on-chain activity suggest demand is fading, forcing price action to hang on to liquidity from a shrinking pool of buyers. If resistance holds, any drop could shake confidence across markets and tighten the window for bulls. Conversely, a clean breakout could re-energize hopes of revisiting all-time highs.
Bitcoin is at a crossroads, stuck between range-bound inertia and a breakout that demands conviction. The next move could set the tone for months.
$ETH $BNB #bitcoin #crypto

$ZEC has rocketed from $300 to more than $425 as whales stack big and charts show a double bottom. Now analysts claim $500 is back on the radar. However, the move is within a bear flag, and the RSI is signaling overbought. One breakout or one fake-out away from chaos.
Context in a Nutshell
ZEC has clawed back from $300 to over $425 in days, driven by a textbook double-bottom and heavy whale accumulation. Optimism is bubbling as momentum stirs, with some traders targeting a push to $500 or higher. But the rally isn't clean: price action is unfolding within a potential bear flag, and overbought conditions suggest a sharp reversal could be just as likely.
What You Should Know
ZEC surged 10.3% in 24 hours, reaching $425, and is up about 41.5% from lows near $300 just a week ago.Some analysts now see a valid "double-bottom" formation in the $300–$310 zone, with a neckline breakout around $380, implying a potential rally toward the $480–$500 zone.On-chain holding data suggest accumulation by "whales," while mid- and small-cap holders reportedly reduced exposure; large accounts added over $100 million. That suggests strong backing by deep pockets.That said, significant technical risks remain: the rebound is occurring within what still appears to be a "bear-flag" pattern, and price strength is already flirting with overbought territory, which historically increases the odds of a pullback toward $260–$280.
Why Does This Matter?
If ZEC breaks out and hits $500, it could re-energize the entire privacy-coin scene, drawing fresh capital into an asset class largely sidelined during the last bull run. On the flip side, a failed breakout would shake investor confidence, underscore fragility in alt-markets, and likely accelerate rotation away from high-risk privacy tokens.
Zcash is dancing on a razor's edge. A breakout to $500 could light the fuse on a major rally, but a slip now might send it crashing back into the shadows. Stay alert.
$DASH #zec #crypto

Bitcoin has formed a textbook bear-flag, and a drop to $67,700 could be next. After $560 million in liquidations and a breakdown below $90,000, bulls are on thin ice. Unless $BTC punches back above $95,000, this slide may just be getting started.
Context in a Nutshell
Bitcoin's price action has cracked. A textbook bear-flag pattern now looms large after a sharp tumble below $90,300, a breakdown that triggered over $560 million in liquidations in 24 hours. After failing to hold near $93,000, BTC already slid into the low $80,000s. Now, analysts warn that if the flag plays out, the price could revisit the $67,700 zone.
What You Should Know
Analysts spot a classic "bear flag" forming on Bitcoin's chart, a bearish continuation signal that suggests BTC could drop toward $67,700.The flag broke sharply below key support at $90,300, triggering massive liquidation that wiped out over $560 million in 24 hours.Market structure is weakening: after a bounce to near $93,000, BTC collapsed to lows around $83,822, reinforcing downtrend mechanics across multiple timeframes.The broader context indicates declining demand, with spot buying and inflows declining. Coupled with the technical breakdown, some traders view this as confirmation that bulls may be on the back foot for now.
Why Does This Matter?
This isn't a minor correction; rather, a structural breakdown. If BTC heads toward $67K, it could shatter trader confidence, trigger further exits, and give momentum back to the bears. For crypto markets, that means volatility ahead, and a very different dynamic from the 2024–25 rally.
Bulls might want to hope, but unless Bitcoin punches above $95,000 soon, this bear flag could turn into a full-blown retreat. Buckle up: the next chapter in BTC's story could get ugly.
$ETH $XRP #BTC #crypto

Bitcoin is vanishing from exchanges. Some 400,000 $BTC have been withdrawn since last year. ETFs and institutions are quietly stuffing supply into cold storage. Tradable float shrinks. The next rally won't be retail-driven; it'll be orchestrated from the deep end.
Context in a Nutshell
Throughout 2025, Bitcoin reserves on exchanges have fallen to multi-year lows, with roughly 400,000 BTC withdrawn from centralized platforms since last December. This exodus isn't retail panic; it's part of a deeper shift: coins are migrating into ETF custody or cold storage as institutions and funds absorb supply. Meanwhile, the amount of BTC actually "in play" on exchanges shrinks.
What You Should Know
Bitcoin is leaving exchanges in droves: exchange reserves have dropped to historic lows in 2025, with hundreds of thousands of BTC withdrawn compared with last year.The withdrawals coincide with growing demand from spot Bitcoin ETFs and institutional investors, suggesting coins are being moved into cold storage or ETF custody rather than sold.Even as ETFs experience periodic outflows and tactical rebalancing, the broader supply shift is that fewer coins are available for trading. Instead, more are held long-term, pointing to a structural tightening in tradable supply.Lower exchange reserves and a growing illiquid supply may reduce selling pressure over the long term. Still, they also imply that future price moves may hinge more on institutional flows, ETF behavior, and macroeconomic conditions than on retail trading.
Why Does This Matter?
Bitcoin supply is dwindling, which means that when demand returns, there will be far less supply to meet it. That scarcity could underpin a powerful price floor and create a structural bull setup. But it also changes the game: future price moves will likely be driven by institutional flow cycles and macro triggers rather than retail hype.
With Bitcoin exiting exchanges en masse, the stage is set for an institutional-led replay, but whoever holds the largest bags could also have the keys to the next major move.
$ETH #BTC #crypto

Retail has abandoned CEXs. Daily inflows from holders with less than 1 BTC have declined from 2,675 BTC to approximately 400 BTC in 2025. Meanwhile, whales are stacking heavy—long vs. retail delta is screaming "bottom incoming." This isn't a dip. It's a structural shift.
Context in a Nutshell:
Bitcoin's small-holder traffic to CEXs has collapsed, down from 2,675 BTC a day on Binance alone in late 2022 to roughly 400 BTC per day today. Despite a raging bull market and BTC hitting new highs, retail investors appear to be exiting exchanges en masse. Meanwhile, on-chain data shows whales digging in, with long-term positioning signaling potential price support.
What You Should Know
Retail Bitcoin inflows from holders with less than 1 $BTC to Binance have plunged to roughly 400 BTC a day in 2025, the lowest on record.In December 2022, those "shrimp" transfers averaged 2,675 BTC a day, making the current drop not just a dip but a "structural decline."At the same time, "whales" or large BTC holders, are heavily positioned long: a strong long-vs-retail delta suggests the makings of a possible bottom.Part of the shift is being driven by the rise of spot Bitcoin ETFs, offering retail investors a simpler, custody-free alternative to managing private keys or exchange accounts.
Why Does This Matter?
This dip indicates a structural shift in how everyday investors engage with Bitcoin. The rise of spot ETFs is quietly rewriting participation and liquidity dynamics in the ecosystem. As retail fades at exchanges, the power and risk consolidate with large holders. That concentration could compress volatility, but also leave the market vulnerable to whale-driven swings.
If history rhymes, heavy whale accumulation now may mark the floor, but with retail gone, the next big move could come from the deep end, not the shallow.
$ETH #BTC #crypto

Big move coming from the CFTC as it gears up to allow $BTC and $ETH as well as $USDC to serve as legal collateral in U.S. derivatives markets. Bitcoin and Ethereum are now moving from fringe assets to institutional plumbing. The future just became much more interesting.
Context in a Nutshell
In a move that may reshape how traditional finance views crypto, the CFTC just launched a pilot program that allows Bitcoin, Ether, and USDC to serve as official collateral in U.S. derivatives markets. It's a major shift from speculation playground to institutional-grade plumbing.
What You Should Know
The U.S. regulator (CFTC) has launched a digital-assets pilot program that officially allows Bitcoin, Ethereum, and stablecoin USDC to be used as collateral in derivatives trading, futures, swaps, and other regulated instruments.The pilot lifts an earlier 2020 advisory ban that prevented digital assets from serving as collateral; the advisory has now been withdrawn as outdated.Under the new rules, only approved entities, such as Futures Commission Merchants (FCMs), may accept crypto collateral, and they must comply with strict custody, segregation, valuation, and reporting requirements. For the first three months, FCMs must report weekly on all crypto collateral held and notify the CFTC immediately of any irregularities.The program isn't just about Bitcoin, Ethereum, or USDC. The guidance is "technology-neutral," meaning tokenized real-world assets, such as tokenized U.S. Treasuries or money-market funds, could also qualify as collateral under certain conditions.
Why Does This Matter?
This move transforms crypto's role from something fringe to something foundational. Now, Bitcoin and Ethereum are no longer just assets to trade; they can underpin real financial deals. That could bring in new capital, boost liquidity, and attract institutional players who previously avoided crypto due to regulatory ambiguity. For the broader market, this may mark the start of a major institutional phase, with improved infrastructure, stronger regulation, and deeper crossover with traditional finance.
Crypto just got a seat at the table. If this pilot succeeds, the next wave won't be driven by hype; it'll be driven by capital, compliance, and institutional frameworks.
#crypto #CFTC #defi