onchainanalysis
649,445 views
713 Discussing
Hot
Latest
$BTC BITCOIN’S OPEN INTEREST JUST REVEALED WHAT TYPE OF SELL-OFF THIS REALLY IS 🔍
Most traders obsess over price, but price alone never tells the full story.
If you want to know whether a move is real, forced, or just leverage noise, you watch Open Interest (OI) — and right now, OI is giving a very clear signal.
On this chart, as BTC drops, Open Interest is dropping too.
That means one thing: positions are being closed, not opened.
This is what’s actually happening beneath the surface:
🧹 Leverage is being flushed out
Futures traders are getting liquidated, stopped out, or simply exiting.
💤 Spot holders aren’t panic-selling
If they were, price would fall while OI stayed high. That’s what real distribution looks like.
This current move?
It’s a deleveraging event, not broad market selling.
But here’s the flip side — the one most people miss:
⚠️ Be careful with rallies where price pumps AND OI spikes.
That’s usually just leverage chasing candles.
Looks bullish… until it snaps back because no real spot demand is behind it.
Open Interest isn’t a magic predictor, but it is a market truth detector.
It reveals whether Bitcoin is moving because
📉 derivatives traders got overextended
or
📈 real capital is entering or exiting the market.
Right now, it’s telling you:
This move is noise — not conviction.
What happens after the reset is what really matters. 👀🔥
#Bitcoin #OpenInterest #OnChainAnalysis
Most traders obsess over price, but price alone never tells the full story.
If you want to know whether a move is real, forced, or just leverage noise, you watch Open Interest (OI) — and right now, OI is giving a very clear signal.
On this chart, as BTC drops, Open Interest is dropping too.
That means one thing: positions are being closed, not opened.
This is what’s actually happening beneath the surface:
🧹 Leverage is being flushed out
Futures traders are getting liquidated, stopped out, or simply exiting.
💤 Spot holders aren’t panic-selling
If they were, price would fall while OI stayed high. That’s what real distribution looks like.
This current move?
It’s a deleveraging event, not broad market selling.
But here’s the flip side — the one most people miss:
⚠️ Be careful with rallies where price pumps AND OI spikes.
That’s usually just leverage chasing candles.
Looks bullish… until it snaps back because no real spot demand is behind it.
Open Interest isn’t a magic predictor, but it is a market truth detector.
It reveals whether Bitcoin is moving because
📉 derivatives traders got overextended
or
📈 real capital is entering or exiting the market.
Right now, it’s telling you:
This move is noise — not conviction.
What happens after the reset is what really matters. 👀🔥
#Bitcoin #OpenInterest #OnChainAnalysis
The ETH Price Floor Whales Just Defended
Forget the noise. The most important chart for $ETH right now is the Realized Price for its largest holders—wallets carrying 100k+ ETH.
The recent market turbulence drove the price down precisely to this average cost basis. While retail investors were liquidating in panic, the smart money was doing one thing: defending its entry point. This test-and-bounce action is not arbitrary support; it represents the collective conviction of the deepest pockets in the ecosystem.
When a major capitulation event tests the whale's realized price and bounces aggressively, it signals that the market successfully washed out weak hands, confirming a durable local bottom. The supply dynamics of assets like $ETH and $BTC show that true bottoms are forged by conviction, not simply momentum.
This is not financial advice. Do your own research.
#OnChainAnalysis #ETH #RealizedPrice #CryptoWhales #MarketStructure
🧐
Forget the noise. The most important chart for $ETH right now is the Realized Price for its largest holders—wallets carrying 100k+ ETH.
The recent market turbulence drove the price down precisely to this average cost basis. While retail investors were liquidating in panic, the smart money was doing one thing: defending its entry point. This test-and-bounce action is not arbitrary support; it represents the collective conviction of the deepest pockets in the ecosystem.
When a major capitulation event tests the whale's realized price and bounces aggressively, it signals that the market successfully washed out weak hands, confirming a durable local bottom. The supply dynamics of assets like $ETH and $BTC show that true bottoms are forged by conviction, not simply momentum.
This is not financial advice. Do your own research.
#OnChainAnalysis #ETH #RealizedPrice #CryptoWhales #MarketStructure
🧐
🚨 BREAKING🚀
INSIDER WHALE JUST BOUGHT 18,300 $BTC AHEAD OF TRUMP'S URGENT ANNOUNCEMENT TODAY.
HE WENT ALL IN AND SPENT $1.6 BILLION TO BUY BITCOIN ACROSS MULTIPLE WALLETS.
IS IT HAPPENING TODAY????
$BTC $ETH
#BTC #ETH
#BlackRock #blackRock
#OnChainAnalysis
INSIDER WHALE JUST BOUGHT 18,300 $BTC AHEAD OF TRUMP'S URGENT ANNOUNCEMENT TODAY.
HE WENT ALL IN AND SPENT $1.6 BILLION TO BUY BITCOIN ACROSS MULTIPLE WALLETS.
IS IT HAPPENING TODAY????
$BTC $ETH
#BTC #ETH
#BlackRock #blackRock
#OnChainAnalysis
$Pieverse surges 16% to $0.707, signaling strong market momentum. On-chain holders hit 23,478 with $1.7M liquidity. Moving averages show bullish alignment. Massive potential ahead for traders and investors seeking growth. #CryptoMomentum #Pieverse #OnChainAnalysis #BullishTrend
$PIEVERSE
$PIEVERSE
The Silent BTC Move That Will Liquify Bears
The current $BTC correction feels brutal, but the real story is hidden beneath the surface. Historically, major market shakeouts trigger widespread panic, visible as massive coin inflows onto exchanges like Binance, signaling capitulation. Look back at the April 2024 peak: inflows surged to 208.4M coins immediately after the drop. That was fear-driven selling in action. Now, despite this correction being sharper, the data is completely different. Binance inflows are alarmingly low—a mere 37.8M coins. This figure is nearly five times lower than previous panic events. What does this profound divergence mean? It implies HODLers are simply not selling. The supply flowing to exchanges is drying up, suggesting that conviction among long-term investors remains ironclad. When selling pressure vanishes during a deep correction, the market is almost certainly entering an accumulation phase. This quiet consolidation is the foundation that fuels the next major $BTC rally. The smart money isn't panicking; they are positioning.
Not financial advice. Do your own research.
#Bitcoin #OnChainAnalysis #CryptoMarket #Accumulation
🐂
The current $BTC correction feels brutal, but the real story is hidden beneath the surface. Historically, major market shakeouts trigger widespread panic, visible as massive coin inflows onto exchanges like Binance, signaling capitulation. Look back at the April 2024 peak: inflows surged to 208.4M coins immediately after the drop. That was fear-driven selling in action. Now, despite this correction being sharper, the data is completely different. Binance inflows are alarmingly low—a mere 37.8M coins. This figure is nearly five times lower than previous panic events. What does this profound divergence mean? It implies HODLers are simply not selling. The supply flowing to exchanges is drying up, suggesting that conviction among long-term investors remains ironclad. When selling pressure vanishes during a deep correction, the market is almost certainly entering an accumulation phase. This quiet consolidation is the foundation that fuels the next major $BTC rally. The smart money isn't panicking; they are positioning.
Not financial advice. Do your own research.
#Bitcoin #OnChainAnalysis #CryptoMarket #Accumulation
🐂
Weak Hands Just Gifted Whales the Next BTC Bull Run
The current environment feels profoundly wrong. BTC is bleeding, yet institutional demand is hitting new highs. This is not a contradiction; it is a classic supply shock build-up in progress.
On-chain data confirms that realized losses are spiking, meaning short-term holders are panic selling at the exact moment large entities are entering. Every major red spike on the realized PnL chart represents weak hands capitulating, essentially gifting their supply to long-term conviction holders.
This dynamic creates a severe supply vacuum. As strong hands consolidate ownership, the liquid supply available on exchanges for $BTC and even major altcoins like $ETH rapidly diminishes. When the eventual catalyst arrives—whether it is macro liquidity or fresh ETF flows—the market will face immense upward pressure with almost no available supply to meet demand.
Price might dip further in the short term, but that volatility is merely the sound of the ultimate bottom being built by those who understand cycles. This squeeze under the surface precedes the most explosive bullish phases.
Disclaimer: Not financial advice. Always DYOR.
#OnChainAnalysis #BitcoinSupply #CryptoMacro #MarketCycles 🔥
The current environment feels profoundly wrong. BTC is bleeding, yet institutional demand is hitting new highs. This is not a contradiction; it is a classic supply shock build-up in progress.
On-chain data confirms that realized losses are spiking, meaning short-term holders are panic selling at the exact moment large entities are entering. Every major red spike on the realized PnL chart represents weak hands capitulating, essentially gifting their supply to long-term conviction holders.
This dynamic creates a severe supply vacuum. As strong hands consolidate ownership, the liquid supply available on exchanges for $BTC and even major altcoins like $ETH rapidly diminishes. When the eventual catalyst arrives—whether it is macro liquidity or fresh ETF flows—the market will face immense upward pressure with almost no available supply to meet demand.
Price might dip further in the short term, but that volatility is merely the sound of the ultimate bottom being built by those who understand cycles. This squeeze under the surface precedes the most explosive bullish phases.
Disclaimer: Not financial advice. Always DYOR.
#OnChainAnalysis #BitcoinSupply #CryptoMacro #MarketCycles 🔥
On Chain Signals Show Bitcoin Profit Taking Cooling Off But Risks Remain!
Recent on chain data suggests the phase of heavy profit taking in Bitcoin is finally easing. Sellers who were cashing out gains are nearly done which could clear the way for renewed buying pressure and price stabilization.
Sounds good, right? But hold on analysts using the Bitcoin risk aversion model caution that significant downside risk is still very real. This model warns that a notable price correction could still be on the horizon.
In short: the selling wave might be slowing, but $BTC isn’t out of the woods yet. The market is balancing between a potential bounce and the possibility of further drops.
For traders and investors, this means staying alert and managing risk carefully. Watch the charts and on chain indicators closely momentum could shift quickly in either direction.
Patience and preparation remain key in this uncertain phase of Bitcoin’s journey.
$BTC
#Bitcoin #OnChainAnalysis #CryptoMarket #RiskManagement
Recent on chain data suggests the phase of heavy profit taking in Bitcoin is finally easing. Sellers who were cashing out gains are nearly done which could clear the way for renewed buying pressure and price stabilization.
Sounds good, right? But hold on analysts using the Bitcoin risk aversion model caution that significant downside risk is still very real. This model warns that a notable price correction could still be on the horizon.
In short: the selling wave might be slowing, but $BTC isn’t out of the woods yet. The market is balancing between a potential bounce and the possibility of further drops.
For traders and investors, this means staying alert and managing risk carefully. Watch the charts and on chain indicators closely momentum could shift quickly in either direction.
Patience and preparation remain key in this uncertain phase of Bitcoin’s journey.
$BTC
#Bitcoin #OnChainAnalysis #CryptoMarket #RiskManagement
🔥 VETERAN HOLDERS ARE SPENDING: Is Bitcoin’s Bull Run Just Getting Started? 🚀
Bitcoin’s rally may have hit a temporary snag, but a powerful on-chain signal suggests the party is far from over!
The key indicator flashing green is Bitcoin’s “Liveliness” metric, which has just hit a new peak. This isn't just noise—it's a critical gauge of the market's health and the behavior of its most seasoned investors.
🧐 What Liveliness Tells Us:
The Liveliness indicator measures the ratio of old coins being spent versus coins being accumulated and held.
Liveliness \uparrow (Rising): Means Long-Term Holders (LTVs) are distributing (selling) their old, accumulated coins to new hands. This activity defines the major upward phase of a bull market!
Liveliness \downarrow (Falling): Means LTVs are accumulating and coins are becoming dormant. This typically marks a bear market accumulation phase.
💡 The Takeaway for Investors:
The recent surge in Liveliness, even during recent price dips, is a strong bullish signal for several reasons:
Capital Rotation is Massive: Old coins are changing hands at high velocity. This implies that strong, fresh demand is absorbing the supply from veterans taking profit.
Bull Market Confirmed: Historically, the continuous rise of this metric is a hallmark of an ongoing bull cycle. Analysts see this as confirmation that the current cycle still has significant room to run.
Demand Is Strong: Despite any short-term price volatility, the underlying demand is robust enough to absorb the distribution from long-time holders.
Don't mistake consolidation for capitulation. The Liveliness indicator points to a structural flow of capital that supports a continuing uptrend. Keep watching the charts!
#OnChainAnalysis
#BullRunAhead
#SECxCFTCCryptoCollab
$BEAT $CLO $P
Bitcoin’s rally may have hit a temporary snag, but a powerful on-chain signal suggests the party is far from over!
The key indicator flashing green is Bitcoin’s “Liveliness” metric, which has just hit a new peak. This isn't just noise—it's a critical gauge of the market's health and the behavior of its most seasoned investors.
🧐 What Liveliness Tells Us:
The Liveliness indicator measures the ratio of old coins being spent versus coins being accumulated and held.
Liveliness \uparrow (Rising): Means Long-Term Holders (LTVs) are distributing (selling) their old, accumulated coins to new hands. This activity defines the major upward phase of a bull market!
Liveliness \downarrow (Falling): Means LTVs are accumulating and coins are becoming dormant. This typically marks a bear market accumulation phase.
💡 The Takeaway for Investors:
The recent surge in Liveliness, even during recent price dips, is a strong bullish signal for several reasons:
Capital Rotation is Massive: Old coins are changing hands at high velocity. This implies that strong, fresh demand is absorbing the supply from veterans taking profit.
Bull Market Confirmed: Historically, the continuous rise of this metric is a hallmark of an ongoing bull cycle. Analysts see this as confirmation that the current cycle still has significant room to run.
Demand Is Strong: Despite any short-term price volatility, the underlying demand is robust enough to absorb the distribution from long-time holders.
Don't mistake consolidation for capitulation. The Liveliness indicator points to a structural flow of capital that supports a continuing uptrend. Keep watching the charts!
#OnChainAnalysis
#BullRunAhead
#SECxCFTCCryptoCollab
$BEAT $CLO $P
$VELO Protocol holding strong at $0.00615! Market cap $108M, active on-chain with 104k holders. Liquidity surging, moving averages signaling steady momentum. Eyes on FDV $147M—potential breakout incoming!
#CryptoSurge #VELO #DeFi #OnChainAnalysis
$VELO
#CryptoSurge #VELO #DeFi #OnChainAnalysis
$VELO
Bitcoin just hit the kill zone.
The Glassnode risk bands are flashing red, indicating that BTC has entered a structural pressure zone. This is not a drill. We are now trading dangerously close to the historical cost-basis levels that marked the beginning of serious corrections in previous cycles. These bands function as a highly sensitive barometer, signaling exactly when the market is stretched and when institutional buyers begin to pull back their aggression. This signal is critical for $BTC and, by extension, sets the stage for the short-term trajectory of $ETH. When these foundational metrics light up, it demands attention. The smart money is watching liquidity evaporate right here.
This is not financial advice.
#OnChainAnalysis #BTC #MarketCycles #Glassnode #Crypto
🚨
The Glassnode risk bands are flashing red, indicating that BTC has entered a structural pressure zone. This is not a drill. We are now trading dangerously close to the historical cost-basis levels that marked the beginning of serious corrections in previous cycles. These bands function as a highly sensitive barometer, signaling exactly when the market is stretched and when institutional buyers begin to pull back their aggression. This signal is critical for $BTC and, by extension, sets the stage for the short-term trajectory of $ETH. When these foundational metrics light up, it demands attention. The smart money is watching liquidity evaporate right here.
This is not financial advice.
#OnChainAnalysis #BTC #MarketCycles #Glassnode #Crypto
🚨
Bless $BLESS surges 12% as on-chain activity spikes. Market cap hits $29.8M with 5,800+ holders showing strong momentum. Key MA levels confirm bullish trend. Watch liquidity and volume for potential breakout!
#CryptoMomentum #BLESS #OnChainAnalysis #AltcoinAlert
$BLESS
#CryptoMomentum #BLESS #OnChainAnalysis #AltcoinAlert
$BLESS
⛏️ HASHRATE AT 866 EH/s: Why Miners Are More Bullish Than You
Fear & Greed sits at 22. Retail is scared.
Meanwhile, Bitcoin miners just deployed 866 EH/s of computational power - near all-time highs.
Who should you trust? Feelings or infrastructure?
The hashrate story:
→ Current Hashrate: ~866 EH/s
→ Mining Difficulty: 149.3 T (ALL-TIME HIGH)
→ YTD Growth: +40% since halving
Miners don't deploy billions in hardware to mine a dying asset. They're betting on Bitcoin's future with real capital.
What my on-chain node shows (Block 926,803):
→ SegWit Adoption: 99.4% (network maturity)
→ Fee Status: LOW
→ Whale Impact: MEDIUM
→ Volume: Normal
Why LOW fees + HIGH hashrate is bullish:
When hashrate peaks but fees stay LOW, it means:
Miners are confident in FUTURE revenue
No congestion = healthy network capacity
Infrastructure building, not panic
The divergence:
Retail sentiment: FEAR (22 index)
Miner sentiment: $866 EH/s deployed
One of these groups is betting millions. The other is posting on social media.
What the macro says:
→ Regime: RISK-ON TRENDING
→ Sentiment: POSITIVE
The network has never been more secure. Difficulty at ATH means it's never been harder to attack Bitcoin.
Historical pattern:
Hashrate peaks often PRECEDE price peaks. Miners see what retail doesn't - they have skin in the game.
The bottom line:
Fear & Greed measures emotions.
Hashrate measures conviction.
At 866 EH/s and 149.3 T difficulty, miners are screaming bullish.
Are you listening?
#BTCHashratePeak #bitcoin #Mining #OnChainAnalysis #cryptotrading #BTC $BTC
Fear & Greed sits at 22. Retail is scared.
Meanwhile, Bitcoin miners just deployed 866 EH/s of computational power - near all-time highs.
Who should you trust? Feelings or infrastructure?
The hashrate story:
→ Current Hashrate: ~866 EH/s
→ Mining Difficulty: 149.3 T (ALL-TIME HIGH)
→ YTD Growth: +40% since halving
Miners don't deploy billions in hardware to mine a dying asset. They're betting on Bitcoin's future with real capital.
What my on-chain node shows (Block 926,803):
→ SegWit Adoption: 99.4% (network maturity)
→ Fee Status: LOW
→ Whale Impact: MEDIUM
→ Volume: Normal
Why LOW fees + HIGH hashrate is bullish:
When hashrate peaks but fees stay LOW, it means:
Miners are confident in FUTURE revenue
No congestion = healthy network capacity
Infrastructure building, not panic
The divergence:
Retail sentiment: FEAR (22 index)
Miner sentiment: $866 EH/s deployed
One of these groups is betting millions. The other is posting on social media.
What the macro says:
→ Regime: RISK-ON TRENDING
→ Sentiment: POSITIVE
The network has never been more secure. Difficulty at ATH means it's never been harder to attack Bitcoin.
Historical pattern:
Hashrate peaks often PRECEDE price peaks. Miners see what retail doesn't - they have skin in the game.
The bottom line:
Fear & Greed measures emotions.
Hashrate measures conviction.
At 866 EH/s and 149.3 T difficulty, miners are screaming bullish.
Are you listening?
#BTCHashratePeak #bitcoin #Mining #OnChainAnalysis #cryptotrading #BTC $BTC
Bitcoin’s Rebound from $80K: Dead Cat Bounce or the Start of a Macro Supercycle?
IntroductionUS Equities have posted 4 consecutive green sessions ahead of Thanksgiving, and the Crypto market is following suit. With Bitcoin reclaiming $90,000 (+10% from the local bottom) and Total Market Cap bouncing to $3.17T, the extreme panic seems to be fading.
However, with BTC still ~28% down from its ATH ($126k), is this a genuine reversal? Let’s dive into the Macro Data, Liquidity Shifts, and On-chain metrics driving this move.
1. The Macro Pivot: Bad News is Good News
The FED’s latest Beige Book indicates a cooling US economy—slower hiring and reduced consumer spending.
The Implication: This slowdown gives the FED the "green light" to cut rates.
Market Pricing: Traders are now pricing in an 85% probability of a rate cut at the December 10 FOMC meeting.
Key Insight: A dovish FED = Cheaper Dollar = Fuel for Risk Assets (Crypto/Stocks).
2. The Hidden Liquidity Catalyst: SLR Rule Change
This is the alpha most people are missing.The US has finalized adjustments to the eSLR (Supplementary Leverage Ratio), effective April 1, 2026 (with early adoption allowed in early 2026).
Why it matters: This regulatory easing reduces capital requirements for major banks by hundreds of billions of dollars.
The Result: Banks will have more capacity to hold treasuries and provide systemic liquidity. Improved liquidity conditions in 2026 provide a massive tailwind for Bitcoin.
3. On-Chain Analysis: Whale Capitulation is Over
According to CryptoQuant data, the sell pressure during the drop to $80k was driven by large entities (>100 BTC transaction volume).
Current State: That aggressive selling has exhausted itself. Spot buying and selling forces have reached an equilibrium.
Verdict: We have moved from "Panic Selling" to a potential "Re-accumulation" phase.
4. The 4 Pillars for a New ATH
For Bitcoin to break the $100k-$112k resistance and target new highs, we need a confluence of four factors:
Monetary Policy: A confirmed rate cut on Dec 10 (FOMC).
Political Shift: Market pricing in a more "loose" monetary policy under the expected new FED Chair in 2026 (Trump administration influence).
Institutional Adoption: The MSCI Decision (Jan 15, 2026) on whether to keep BTC-heavy companies (like MicroStrategy) in their indices.
Derivatives Reset: The market needs to flush out excess leverage during the major Dec 26 Options Expiry.
$$Critical Dates to Watch
Mark your calendars to navigate the upcoming volatility:
Dec 03: Ethereum Fusaka Hard Fork (Scalability upgrade).
Dec 10: FOMC Meeting (The most critical event of the month).
Dec 16: US NFP Report (Job market data).
Dec 26: Core PCE (Inflation data) & Derivatives Expiry.
Jan 15: MSCI Decision.
Conclusion
The market has likely found a local floor, supported by a mix of Macro Expectations (Rate Cuts) and Structural Liquidity Changes (SLR). While volatility will remain until the FOMC decision, the medium-term structure for Q1 2026 looks increasingly bullish.
What is your move here? Accumulating the dip or waiting for the FOMC confirmation?
However, with BTC still ~28% down from its ATH ($126k), is this a genuine reversal? Let’s dive into the Macro Data, Liquidity Shifts, and On-chain metrics driving this move.
1. The Macro Pivot: Bad News is Good News
The FED’s latest Beige Book indicates a cooling US economy—slower hiring and reduced consumer spending.
The Implication: This slowdown gives the FED the "green light" to cut rates.
Market Pricing: Traders are now pricing in an 85% probability of a rate cut at the December 10 FOMC meeting.
Key Insight: A dovish FED = Cheaper Dollar = Fuel for Risk Assets (Crypto/Stocks).
2. The Hidden Liquidity Catalyst: SLR Rule Change
This is the alpha most people are missing.The US has finalized adjustments to the eSLR (Supplementary Leverage Ratio), effective April 1, 2026 (with early adoption allowed in early 2026).
Why it matters: This regulatory easing reduces capital requirements for major banks by hundreds of billions of dollars.
The Result: Banks will have more capacity to hold treasuries and provide systemic liquidity. Improved liquidity conditions in 2026 provide a massive tailwind for Bitcoin.
3. On-Chain Analysis: Whale Capitulation is Over
According to CryptoQuant data, the sell pressure during the drop to $80k was driven by large entities (>100 BTC transaction volume).
Current State: That aggressive selling has exhausted itself. Spot buying and selling forces have reached an equilibrium.
Verdict: We have moved from "Panic Selling" to a potential "Re-accumulation" phase.
4. The 4 Pillars for a New ATH
For Bitcoin to break the $100k-$112k resistance and target new highs, we need a confluence of four factors:
Monetary Policy: A confirmed rate cut on Dec 10 (FOMC).
Political Shift: Market pricing in a more "loose" monetary policy under the expected new FED Chair in 2026 (Trump administration influence).
Institutional Adoption: The MSCI Decision (Jan 15, 2026) on whether to keep BTC-heavy companies (like MicroStrategy) in their indices.
Derivatives Reset: The market needs to flush out excess leverage during the major Dec 26 Options Expiry.
$$Critical Dates to Watch
Mark your calendars to navigate the upcoming volatility:
Dec 03: Ethereum Fusaka Hard Fork (Scalability upgrade).
Dec 10: FOMC Meeting (The most critical event of the month).
Dec 16: US NFP Report (Job market data).
Dec 26: Core PCE (Inflation data) & Derivatives Expiry.
Jan 15: MSCI Decision.
Conclusion
The market has likely found a local floor, supported by a mix of Macro Expectations (Rate Cuts) and Structural Liquidity Changes (SLR). While volatility will remain until the FOMC decision, the medium-term structure for Q1 2026 looks increasingly bullish.
What is your move here? Accumulating the dip or waiting for the FOMC confirmation?
Bitcoin SOPR Ratio Signals Market Reset and Potential Bottom Formation
The SOPR ratio, comparing long-term to short-term Bitcoin holders, has fallen to 1.35, the lowest level since early 2024 and aligned with BTC’s pullback to 89,700 dollars.
This sharp drop shows that long-term holders are no longer earning significantly higher profits than short-term traders. It also signals that the heavy distribution phase by older coins has mostly ended, allowing speculative excess to reset across the market.
Historically, such low readings during a broader bull cycle often suggest the late stages of selling pressure. If the ratio stabilizes or begins to rise from here, it may indicate that a local market bottom is forming, potentially setting the stage for the next upward move.
#bitcoin #BTC #SOPR #OnChainAnalysis #cryptofirst21
The SOPR ratio, comparing long-term to short-term Bitcoin holders, has fallen to 1.35, the lowest level since early 2024 and aligned with BTC’s pullback to 89,700 dollars.
This sharp drop shows that long-term holders are no longer earning significantly higher profits than short-term traders. It also signals that the heavy distribution phase by older coins has mostly ended, allowing speculative excess to reset across the market.
Historically, such low readings during a broader bull cycle often suggest the late stages of selling pressure. If the ratio stabilizes or begins to rise from here, it may indicate that a local market bottom is forming, potentially setting the stage for the next upward move.
#bitcoin #BTC #SOPR #OnChainAnalysis #cryptofirst21
Ripple's $505 Million Move: War Chest or Liquidation?
Ripple has transferred 250 million XRP ($505 million) from corporate wallets to an unknown destination, distinct from their routine escrow releases.
On-chain detectives trace the funds to a non-exchange wallet, suggesting this isn't an immediate dump. Leading theories point to pre-funding liquidity pools for Ripple's new stablecoin, RLUSD, which recently gained approval in Abu Dhabi. To challenge USDT and USDC, Ripple needs deep liquidity.
This transfer could be the "incentive layer" to bootstrap RLUSD adoption. However, large movements often precede legal settlements, keeping the market in "watchful anxiety".
XRP price action remains suppressed as traders hedge against potential supply shock. Monitoring the destination wallet is now a primary alpha signal—any move to an exchange like Bitstamp is a sell signal.
#Ripple #RLUSD #OnChainAnalysis @Ripple Network
Is Ripple preparing to launch RLUSD or paying a fine?
Ripple has transferred 250 million XRP ($505 million) from corporate wallets to an unknown destination, distinct from their routine escrow releases.
On-chain detectives trace the funds to a non-exchange wallet, suggesting this isn't an immediate dump. Leading theories point to pre-funding liquidity pools for Ripple's new stablecoin, RLUSD, which recently gained approval in Abu Dhabi. To challenge USDT and USDC, Ripple needs deep liquidity.
This transfer could be the "incentive layer" to bootstrap RLUSD adoption. However, large movements often precede legal settlements, keeping the market in "watchful anxiety".
XRP price action remains suppressed as traders hedge against potential supply shock. Monitoring the destination wallet is now a primary alpha signal—any move to an exchange like Bitstamp is a sell signal.
#Ripple #RLUSD #OnChainAnalysis @Ripple Network
Is Ripple preparing to launch RLUSD or paying a fine?
Launching RLUSD liquidity.
50%
SEC Settlement payment.
17%
OTC sale to institutions.
33%
6 votes • Voting closed
$NAORIS
Protocol Surges! Price hits $0.0221 with strong on-chain support and growing liquidity. Market cap $13.25M shows rising interest. MA trends indicate bullish momentum—traders eye breakout opportunities now! #Naoris #CryptoBull #DeFi #OnChainAnalysis
$NAORIS
Protocol Surges! Price hits $0.0221 with strong on-chain support and growing liquidity. Market cap $13.25M shows rising interest. MA trends indicate bullish momentum—traders eye breakout opportunities now! #Naoris #CryptoBull #DeFi #OnChainAnalysis
$NAORIS
babyelon2024:
it's a long one, it has 31 projects underway, and it has Tim the rapper, a friend of Musk. And the technology from Naoris can be used in Optimus.
BITCOIN WHALES LOADING UP — BUT RETAIL IS BLOCKING LIFTOFF
🐋 Bitcoin Whales Are Back — But Retail Is Blocking the Breakout
Bitcoin’s biggest buyers have officially flipped back into accumulation mode, marking one of the strongest behavioral reversals since early autumn. But while whales quietly absorb supply, retail traders are still interrupting the setup for a true explosive breakout.
🟢 Whales Buy Big: +47,584 BTC in December
According to Santiment data:
Wallets holding 10 to 10,000 BTC accumulated
+47,584 BTC in early December
After previously selling –113,070 BTC
from Oct 12 → Nov 30This sharp pivot is already stabilizing price — but whales don’t yet have the liquidity advantage they need for a vertical move higher.
⚠ Retail Strength Is Slowing the Rally
Santiment’s “Behavior Matrix” is back in the Green Zone:
Whales = Accumulating 🟢
Retail = Buying dips 🟢
This environment usually produces gradual uptrends, not parabolic rallies.
Why?
Because the biggest upside runs happen when:
🔻 Retail panic-sells
🟢 Whales scoop supply aggressively
Right now retail is still confident, acting as a liquidity shield — limiting upside speed.
Santiment notes:
If retail starts selling while whales keep accumulating,
Bitcoin could break out violently — just like early Q4.
📈 Price Structure Shows Accumulation Pressure is Rising
Recent moves reflect the shift:
BTC tapped $92,000, then pulled back to $89,500Buyers instantly defended support
A/D indicator trending upward ➜ smart-money inflowDespite heavy Q4 selling:
✔ Higher lows forming since late November
✔ Structure strengthening beneath the surface
But without retail capitulation…
Whales can’t force the liquidity reset that sparks new all-time highs.
🔑 What Must Happen for a Violent Breakout?
For a clean blast through $95K–$100K:
RequirementStatusWhales keep accumulating✅ ActiveRetail flips to selling❌ Not yet
📌 The moment supply shifts from weak hands → strong hands,
momentum becomes sustained and aggressive.
🎯 Short-Term Outlook
Outlook ComponentKey LevelsSupport Zone$89,000 – $90,000Major Resistance$95,000 – $100,000Breakout TriggerRetail selling into volatilityRiskExtended sideways consolidation
Bias remains strongly bullish —
but we are waiting for the final behavioral switch.
🧠 Final Take
Whales are already positioning for new highs.
Retail capitulation = ignition sequence
When it hits…
🚀 The path to $100,000+ may open faster than anyone expects.
Follow for more:
📊 On-chain signals
🐋 Whale tracking
🎯 High-probability crypto setups
Stay ahead of the smart money. 💰
#Bitcoin #BTC #CryptoWhales #OnChainAnalysis #BTCVSGOLD
Bitcoin’s biggest buyers have officially flipped back into accumulation mode, marking one of the strongest behavioral reversals since early autumn. But while whales quietly absorb supply, retail traders are still interrupting the setup for a true explosive breakout.
🟢 Whales Buy Big: +47,584 BTC in December
According to Santiment data:
Wallets holding 10 to 10,000 BTC accumulated
+47,584 BTC in early December
After previously selling –113,070 BTC
from Oct 12 → Nov 30This sharp pivot is already stabilizing price — but whales don’t yet have the liquidity advantage they need for a vertical move higher.
⚠ Retail Strength Is Slowing the Rally
Santiment’s “Behavior Matrix” is back in the Green Zone:
Whales = Accumulating 🟢
Retail = Buying dips 🟢
This environment usually produces gradual uptrends, not parabolic rallies.
Why?
Because the biggest upside runs happen when:
🔻 Retail panic-sells
🟢 Whales scoop supply aggressively
Right now retail is still confident, acting as a liquidity shield — limiting upside speed.
Santiment notes:
If retail starts selling while whales keep accumulating,
Bitcoin could break out violently — just like early Q4.
📈 Price Structure Shows Accumulation Pressure is Rising
Recent moves reflect the shift:
BTC tapped $92,000, then pulled back to $89,500Buyers instantly defended support
A/D indicator trending upward ➜ smart-money inflowDespite heavy Q4 selling:
✔ Higher lows forming since late November
✔ Structure strengthening beneath the surface
But without retail capitulation…
Whales can’t force the liquidity reset that sparks new all-time highs.
🔑 What Must Happen for a Violent Breakout?
For a clean blast through $95K–$100K:
RequirementStatusWhales keep accumulating✅ ActiveRetail flips to selling❌ Not yet
📌 The moment supply shifts from weak hands → strong hands,
momentum becomes sustained and aggressive.
🎯 Short-Term Outlook
Outlook ComponentKey LevelsSupport Zone$89,000 – $90,000Major Resistance$95,000 – $100,000Breakout TriggerRetail selling into volatilityRiskExtended sideways consolidation
Bias remains strongly bullish —
but we are waiting for the final behavioral switch.
🧠 Final Take
Whales are already positioning for new highs.
Retail capitulation = ignition sequence
When it hits…
🚀 The path to $100,000+ may open faster than anyone expects.
Follow for more:
📊 On-chain signals
🐋 Whale tracking
🎯 High-probability crypto setups
Stay ahead of the smart money. 💰
#Bitcoin #BTC #CryptoWhales #OnChainAnalysis #BTCVSGOLD
$BTC Bitcoin’s “Dolphins” Are Losing Momentum — A Classic Bear-Market Signal Emerging
One of the clearest signs of shifting market sentiment is now flashing: the growth in Bitcoin Dolphin balances has not only slowed but has officially slipped below its long-term trend.
At the peak of accumulation, wallets holding 100–1,000 BTC (a cohort that includes ETFs and corporate treasuries) were stacking an incredible +965,000 BTC year-over-year.
Today, that number has fallen sharply to +694,000 BTC YoY — a meaningful drop that signals these heavy-mid-tier buyers have stopped accumulating.
This cohort is often viewed as “smart, steady capital.” When their buying cools, it has historically aligned with broader market fatigue and deeper bear-market phases.
If momentum doesn’t return here, the market could be telling us a much bigger story about demand exhaustion.
The question now:
Is this just temporary… or the beginning of a longer cooldown in institutional appetite? 👀
Follow Wendy for more latest updates
#Bitcoin #OnChainAnalysis #MarketTrends
One of the clearest signs of shifting market sentiment is now flashing: the growth in Bitcoin Dolphin balances has not only slowed but has officially slipped below its long-term trend.
At the peak of accumulation, wallets holding 100–1,000 BTC (a cohort that includes ETFs and corporate treasuries) were stacking an incredible +965,000 BTC year-over-year.
Today, that number has fallen sharply to +694,000 BTC YoY — a meaningful drop that signals these heavy-mid-tier buyers have stopped accumulating.
This cohort is often viewed as “smart, steady capital.” When their buying cools, it has historically aligned with broader market fatigue and deeper bear-market phases.
If momentum doesn’t return here, the market could be telling us a much bigger story about demand exhaustion.
The question now:
Is this just temporary… or the beginning of a longer cooldown in institutional appetite? 👀
Follow Wendy for more latest updates
#Bitcoin #OnChainAnalysis #MarketTrends
Binance BiBi:
Hey there! I've looked into this for you. The analysis in the post is consistent with recent on-chain data and market reports. Analysts are indeed pointing to the slowdown in accumulation by 'Dolphin' wallets (100-1k BTC) as a potential signal for market fatigue. Hope this helps and always DYOR
$ETH Ethereum Accumulation Heatmap EXPOSED: Who Actually Sold the Top? 🚨
Our latest Ethereum Accumulation Heatmap leaves zero room for doubt:
The 1–10K ETH cohort — mid-size whales — were the real winners at the recent price peak.
While the crowd cheered the new ATH, these wallets were quietly unloading hard, locking in profits at the perfect moment.
But here’s where it gets even more interesting…
🟥 1K–10K ETH wallets are STILL selling
This group hasn’t stopped. Their continued distribution is applying consistent sell pressure, acting as a ceiling on ETH’s attempts to break higher.
🟦 10K+ ETH mega-whales? Calm. Watching. Barely moving.
Large whales have shown only light distribution — no panic selling, no big accumulation.
This “neutral stance” suggests they’re waiting for a better setup before making their move.
🔍 The real dynamics beneath ETH’s price action:
🧱 Mid-size whales (1K–10K ETH):
Still taking profits → actively suppressing upside momentum.
🐋 Mega-whales (10K+ ETH):
Sitting back, observing → not bearish, but not pricing in a breakout yet.
⚠️ Retail vs. Whales → Misalignment:
Retail excitement is NOT being mirrored by the groups that actually move the market.
🎯 Bottom Line:
ETH’s price isn’t being driven by hype — it’s being shaped by quiet, strategic distribution from mid-tier whales.
Understanding these behavior patterns is how you avoid being the exit liquidity… and start thinking like the wallets that dominate the market.
The real question now:
👉 When mega-whales finally decide to step in, which side of the trade do you want to be on? 👀🔥
#Ethereum #WhaleWatching #OnChainAnalysis
Our latest Ethereum Accumulation Heatmap leaves zero room for doubt:
The 1–10K ETH cohort — mid-size whales — were the real winners at the recent price peak.
While the crowd cheered the new ATH, these wallets were quietly unloading hard, locking in profits at the perfect moment.
But here’s where it gets even more interesting…
🟥 1K–10K ETH wallets are STILL selling
This group hasn’t stopped. Their continued distribution is applying consistent sell pressure, acting as a ceiling on ETH’s attempts to break higher.
🟦 10K+ ETH mega-whales? Calm. Watching. Barely moving.
Large whales have shown only light distribution — no panic selling, no big accumulation.
This “neutral stance” suggests they’re waiting for a better setup before making their move.
🔍 The real dynamics beneath ETH’s price action:
🧱 Mid-size whales (1K–10K ETH):
Still taking profits → actively suppressing upside momentum.
🐋 Mega-whales (10K+ ETH):
Sitting back, observing → not bearish, but not pricing in a breakout yet.
⚠️ Retail vs. Whales → Misalignment:
Retail excitement is NOT being mirrored by the groups that actually move the market.
🎯 Bottom Line:
ETH’s price isn’t being driven by hype — it’s being shaped by quiet, strategic distribution from mid-tier whales.
Understanding these behavior patterns is how you avoid being the exit liquidity… and start thinking like the wallets that dominate the market.
The real question now:
👉 When mega-whales finally decide to step in, which side of the trade do you want to be on? 👀🔥
#Ethereum #WhaleWatching #OnChainAnalysis
ETHUSDT
Perp
5X
Opening Long
Unrealized PNL
-26.00%
$DONKEY is on the move! Price steady at $0.0033972 with strong on-chain activity. 43K+ holders show rising community confidence. Liquidity remains solid. Technicals signal potential breakout. Stay alert for next big surge! #CryptoAlert #AltcoinSeason #DONKEYPower #OnChainAnalysis
$DONKEY
$DONKEY
趣之DAO:
倔驴$DONKEY 冲冲冲
Login to explore more contents