Bitcoin long-term holder supply hits 8-month lows: Bullish or bearish?
Recent data reveals a significant decrease in Bitcoin held by long-term holders, marking an eight-month low. This decline in long-term holder supply has sparked debate among market analysts and investors about whether it signals a bullish trend or presages a bearish downturn. The core question currently surrounding the market is whether this reduced supply of Bitcoin in long-term wallets can bolster the bulls enough to prevent a fall towards the $68,000 mark. While long-term holders have historically been viewed as strong market supporters with a tendency to hold through volatility, the recent dip in their holdings raises concerns about their confidence and the potential for price corrections. Market experts suggest that this reduced accumulation from seasoned holders might expose Bitcoin to increased sell pressure or volatility. However, some analysts believe this scarcity may tighten supply, potentially supporting upward price momentum. As Bitcoin strives to maintain resilience in a fluctuating market, all eyes remain on long-term holder behavior to gauge future price trends and the overall health of the crypto landscape.
Bitcoin's supply held by long-term investors has dropped to its lowest point in eight months, prompting debate about its implications for the market's next move. Long-term holders are typically seen as strong hands that provide price support, but the recent decline in their Bitcoin holdings raises questions about potential market direction. While this reduction in long-term holder supply could signify selling pressure, it may also suggest that fewer Bitcoins are being kept locked away, possibly increasing liquidity and market activity.
The vital question for traders and analysts is whether this trend will allow bulls to maintain momentum and prevent Bitcoin's price from falling back toward the $68,000 level, which is a key psychological and technical support zone. Historically, dips in long-term holder supply can sometimes precede price retracements, but they can also reflect profit-taking during bullish phases.
Market watchers are therefore closely monitoring the situation to determine whether Bitcoin will sustain gains or experience a pullback. The supply dynamics among long-term holders remain an essential factor in understanding Bitcoin's price trajectory and investor sentiment. Investors should remain cautious and watch for further developments before drawing conclusions about the overall market trend.
On-chain Data & Analytics Singapore-licensed StraitsX to bring its SGD, USD stablecoins to Solana in 2026
StraitsX, a stablecoin issuer licensed by the Monetary Authority of Singapore, has announced plans to extend its stablecoin offerings to the Solana blockchain by 2026. The company currently provides stablecoins backed by the Singapore dollar (SGD) and the U.S. dollar (USD), known respectively as XSGD and XUSD. This move aims to leverage Solana's high-speed blockchain platform to facilitate AI-driven transactions, enhancing scalability and efficiency in the stablecoin ecosystem.
By integrating with Solana, StraitsX seeks to tap into the growing demand for innovative decentralized finance (DeFi) applications and improve transaction processing speeds. This strategic expansion aligns with the broader trend of increasing collaboration between traditional financial institutions and emerging blockchain technologies. The announcement reflects the ambition of StraitsX to become a key player in the stablecoin market while supporting cutting-edge applications that could reshape digital payments and financial services.
The inclusion of StraitsX's stablecoins on Solana's platform is expected to provide users with a more versatile and seamless experience, particularly appealing to developers and businesses interested in AI-powered financial solutions. As the company prepares for this rollout in 2026, the crypto community is watching keenly to see how this initiative influences the adoption of stablecoins in Asia and beyond.
Market & Price Action Bitcoin, altcoins sell-off as Fed chair switch-up, AI bubble fears spook markets
The cryptocurrency market experienced a noticeable downturn following a sudden change in the Federal Reserve chair nomination under the Trump administration, which unsettled many traders. This shift, coupled with escalating macroeconomic concerns in the United States, prompted investors to adopt a more cautious stance, leading them to reduce their exposure to riskier assets like Bitcoin and various altcoins. The sell-off reflects growing unease about the broader economic environment, intensified by fears surrounding an artificial intelligence bubble. Market participants reacted swiftly to these developments, causing a widespread decline across the crypto market spectrum. This correction highlights the sensitivity of digital currencies to political and economic uncertainties, underscoring the market's vulnerability to shifts in regulatory and fiscal policies. As a result, investors are steering towards safer assets amid these evolving challenges, signaling a period of heightened volatility in cryptocurrencies.
Here's a concise summary of today's key developments in the cryptocurrency world, highlighting the latest trends and events shaping major aspects like Bitcoin's market movement, blockchain innovation, decentralized finance (DeFi), non-fungible tokens (NFTs), Web3 advancements, and ongoing crypto regulatory changes. Keeping pace with the fast-evolving crypto landscape, this update covers the factors influencing Bitcoin's price fluctuations and the broader digital asset ecosystem. The report also touches on significant updates in blockchain technology, showcasing how these innovations are transforming digital transactions and decentralized applications. In DeFi, it explores new protocols gaining traction and how these platforms continue to challenge traditional finance. Additionally, the rise and evolution of NFTs are examined, shedding light on their impact across various industries. Web3 developments are also featured, emphasizing efforts to create a more decentralized and user-centric internet. Lastly, key regulatory actions and proposals worldwide are reviewed, outlining their potential impacts on the crypto market and investor confidence. This comprehensive overview ensures you stay informed on the vital events and dynamics influencing the crypto space today.
Mining & Infrastructure Bitcoin miners could boost corporate adoption as crypto treasury buys slow
Bitcoin mining giants Marathon Digital Holdings, Riot Platforms, and Hut 8 have solidified their positions among the top ten largest publicly traded companies holding Bitcoin. This development comes at a time when the pace of corporate treasury Bitcoin acquisitions is slowing down, highlighting a significant shift in how institutional and corporate involvement in Bitcoin adoption is evolving. While many corporations have reduced or paused their direct Bitcoin purchases for treasury diversification, mining firms are continuing to accumulate Bitcoin through their operational revenues and strategic holdings. These miners, by maintaining large Bitcoin balances, are demonstrating a strong commitment to the cryptocurrency, potentially influencing broader corporate adoption trends. Their increasing stakes in Bitcoin showcase the vital role mining companies can play in sustaining the ecosystem amid a cooling appetite from traditional corporate treasuries. As miners bolster their Bitcoin reserves, they contribute to a new dynamic in the market, where operational Bitcoin accumulation could serve as a catalyst for renewed interest and confidence in digital assets by other enterprises. This trend signifies an important shift from direct crypto treasury buying to operationally driven Bitcoin holding, pointing towards a future where miners may become key players in corporate Bitcoin ownership.
Institutional Adoption Why oil-rich investors are fueling Bitcoin’s next liquidity wave
The influx of capital from oil-rich investors is driving a fresh surge in Bitcoin liquidity, marking a significant evolution in the cryptocurrency market’s landscape. These investors, fueled by proceeds from the oil sector, are increasingly channeling their funds into Bitcoin through regulated avenues such as exchange-traded funds (ETFs). This trend not only enhances Bitcoin’s liquidity but also signifies a maturation of the market structure by integrating well-established financial practices and frameworks.
Historically, petrodollars—revenues earned from oil exports—have found diverse investment avenues. Recently, a growing segment of these funds is flowing into Bitcoin, attracted by its unique value proposition as a decentralized and scarce digital asset. By leveraging regulated financial instruments like ETFs, oil-rich investors gain exposure to Bitcoin within a transparent and compliant environment, which in turn invites greater participation from institutional investors and traditional finance.
The participation of these investors is reshaping the crypto ecosystem by deepening liquidity pools and promoting price stability. It addresses past concerns about market volatility and limited access, facilitating broader acceptance across financial sectors. This change is pivotal for Bitcoin’s future, signaling the digital currency’s transition from a speculative asset to a mainstream investment vehicle supported by regulated channels and sophisticated market players.
Binance News Pakistan clears Binance and HTX to seek local crypto licenses
Pakistan has officially authorized two leading cryptocurrency exchanges, Binance and HTX, to establish local subsidiaries as part of a broader initiative toward regulated crypto operations within the country. This move permits both platforms to pursue licenses under Pakistan’s evolving regulatory framework designed to cautiously integrate digital assets into the national financial landscape. The approval marks a significant milestone in Pakistan’s efforts to modernize its financial sector by incorporating crypto exchanges under formal supervision. Regulators are implementing a phased approach to governance, intending to balance innovation with consumer protection and compliance. By allowing Binance and HTX to operate locally, Pakistan aims to foster a secure environment for crypto trading and investment, promoting transparency and regulatory adherence. This step aligns with growing global trends where governments seek to harness the benefits of blockchain technology while mitigating associated risks. As these exchanges progress toward licensing, the country is poised to witness enhanced legitimacy and structured development within its burgeoning crypto market, opening opportunities for local investors and entrepreneurs alike.
DeFi Why oil-rich investors are fueling Bitcoin’s next liquidity wave
Investors with substantial oil wealth are increasingly channeling their capital into Bitcoin through officially regulated avenues such as exchange-traded funds (ETFs), significantly boosting the cryptocurrency’s liquidity and transforming its market dynamics. This trend marks a notable shift from the traditional petrodollar investments, as these affluent players seek exposure to Bitcoin within compliant and secure frameworks. By leveraging structured investment vehicles, oil-rich investors contribute to deepening liquidity pools, enhancing market stability, and fostering more sophisticated trading environments for Bitcoin. The influx of capital from these financially potent participants not only injects fresh momentum into Bitcoin’s ecosystem but also signals a maturing market that is attracting diverse institutional involvement. This development is pivotal because it helps bridge the gap between traditional energy-derived wealth and innovative digital asset markets. As a result, Bitcoin’s next wave of liquidity is being shaped by oil investors using regulated investment channels, which could pave the way for broader mainstream acceptance and integration of cryptocurrencies into global financial systems.
📰 Regulation & Legal Crypto groups slam Citadel for urging tighter DeFi tokenization rules
The DeFi Education Fund has vocally opposed Citadel Securities' recent push for stricter regulatory oversight on decentralized finance (DeFi) platforms, especially concerning the tokenization of stocks. Citadel urged the U.S. Securities and Exchange Commission (SEC) to classify DeFi platforms that facilitate tokenized stock trading as securities, suggesting they should be subject to traditional securities laws. This move has sparked criticism from key players in the crypto community who argue that imposing such rules could stifle innovation and the decentralized ethos that DeFi projects represent. Advocates emphasize that tokenization offers increased accessibility and liquidity in financial markets, and heavy-handed regulations might impede these benefits. The debate highlights the ongoing tension between emerging digital asset technologies and existing financial regulations. As regulators consider their next steps, the crypto sector continues to call for a balanced approach that protects investors without undermining technological advancement and decentralization.
📰 Altcoins Memecoins will rise from the dead, but in a new form: Crypto exec
Memecoins, often misunderstood as mere jokes or fleeting internet fads, are poised for a comeback in a transformed state, says a leading crypto executive. Contrary to popular belief, these digital tokens have never been solely about memes or financial frivolity; rather, their true value lies in the innovative technology they embody and the broader implications for the crypto space. This perspective highlights that the potential of memecoins extends beyond surface-level hype, as their underlying blockchain architecture and community-driven dynamics could drive new waves of innovation and adoption. The executive's insights suggest that memecoins will evolve, shedding their past stereotypes and emerging with enhanced utility and purpose within the crypto ecosystem. While the initial surge was fueled by viral popularity, the future iteration of memecoins might integrate advanced technological features, offering more than just speculative appeal. This shift could signal a renewed interest and a more sustainable role for memecoins in the digital asset market, reflecting a maturation of the sector's approach to these popular tokens. Ultimately, the rise of memecoins in a new format underscores the ongoing evolution in how blockchain technology and community engagement shape the future of cryptocurrencies.
📰 Bitcoin Why oil-rich investors are fueling Bitcoin’s next liquidity wave
A growing influx of investors from oil-rich backgrounds is driving the next significant wave of liquidity into Bitcoin, according to recent market analyses. These investors, who control substantial petrodollar wealth, are increasingly using regulated investment channels, such as exchange-traded funds (ETFs), to access Bitcoin markets. This trend signifies a pivotal shift in how Bitcoin liquidity is sourced and managed, fundamentally altering the crypto market's overall structure and dynamics.
Historically, Bitcoin liquidity has been driven by a blend of retail and institutional participants, but the entry of oil wealth introduces a new, powerful stream of funding. These investors prefer to engage through compliant, regulated products, ensuring the stability and transparency of their Bitcoin holdings. As a result, this wave of petrodollar capital enriches liquidity pools, offering greater depth and less volatility in trading.
Market experts view this development as transformative since it bridges traditional energy wealth with digital assets, promoting further integration of Bitcoin into global financial markets. The gradual shift towards regulated ETFs also points toward broader acceptance and maturation of the cryptocurrency ecosystem. By fueling liquidity with petrodollars, oil-rich investors are helping to forge a more resilient, well-structured Bitcoin market, setting the stage for its next phase of growth and adoption.
📰 Memecoins will rise from the dead, but in a new form: Crypto exec
In a recent insight shared by a prominent crypto executive, memecoins are set to make a strong comeback, but they will evolve into something more substantial and innovative. Contrary to popular belief that memecoins are merely internet jokes or frivolous financial experiments, the executive emphasized that their real value lies in the underlying blockchain technology and the transformative potential it holds for the future of digital assets.
Memecoins, often dismissed for their association with humor and speculative trading, actually represent a groundbreaking use case for blockchain innovation. This perspective shifts the narrative from dismissing memecoins as fleeting trends to recognizing them as pioneering technologies that could influence how decentralized finance and digital communities operate.
📰 Firestorm erupts in Aave governance forum over CoW Swap fees
Recently, a heated debate has ignited within the Aave DAO governance forum concerning the fees associated with CoW Swap. This dispute pits members of the decentralized autonomous organization (DAO) directly against Aave Labs, the development team behind the Aave protocol. Critics within the community have expressed strong dissatisfaction, accusing Aave Labs of making decisions that may not prioritize the best interests of AAVE token holders.
At the core of the conflict is the perceived handling of fee structures related to CoW Swap, a decentralized exchange aggregator integrated within Aave's ecosystem. DAO members argue that the fees imposed are excessive or not transparently communicated, raising concerns about governance transparency and alignment with community expectations. This tension underscores the broader challenges decentralized projects face as they navigate governance between community stakeholders and centralized teams.
The discord reflects a fundamental debate over the direction of Aave’s development and the degree of influence Aave Labs should maintain in protocol operations. Some governance participants demand greater accountability and responsiveness to token holders, emphasizing the principle that the DAO should retain control over key decisions impacting the project's future.
As of now, the discussions continue to unfold with no clear resolution, highlighting the ongoing struggle within decentralized finance communities to balance innovation, operational control, and stakeholder interests. This episode serves as a significant case study in the dynamics of decentralized governance and the complexities of managing decentralized protocol fee models.
The influx of oil wealth into Bitcoin is sparking a fresh wave of liquidity and changing the dynamics of the cryptocurrency market.
Investors with substantial holdings in petrodollars are increasingly turning to regulated avenues like Bitcoin exchange-traded funds (ETFs) to gain exposure, thereby contributing to a deeper and more robust liquid market environment. This shift is not only enhancing the availability of capital within the Bitcoin ecosystem but is also helping to streamline market structures through legal and formal investment channels. By channeling wealth derived from oil revenues into regulated Bitcoin products, these investors are effectively bridging traditional financial sectors with the digital asset space. This trend underscores a growing acceptance and institutionalization of Bitcoin, highlighting its role as a viable asset class for large-scale investors seeking both diversification and exposure to emerging digital markets. As oil-rich investors continue to participate via these official channels, their involvement is likely to reinforce Bitcoin’s liquidity and drive further maturation of the overall cryptocurrency market framework.
📰 Bitcoin ‘extreme low volatility’ to end amid new $50K BTC price target
Bitcoin traders are anticipating a significant price movement soon as BTC has been trading within a very narrow range near the $90,000 mark. This period of "extreme low volatility" is expected to come to an end shortly, bringing more dynamic price fluctuations to the market. Market analysts and traders have been closely watching Bitcoin's behavior, noting that such low volatility phases often precede major directional shifts in price. The current stability around $90,000 suggests that Bitcoin is consolidating before potentially making a substantial move, with some experts setting a new price target at $50,000. This development marks a notable point in BTC trading activity, as investors brace themselves for a breakout or breakdown that could define Bitcoin’s near-term trend. The anticipation stems from the fact that Bitcoin has not deviated much from its recent price, an unusual scenario for the world's leading cryptocurrency, which is known for its volatility. As traders watch the market closely, the end of this low volatility period could signal increased trading volume and more pronounced price swings, impacting both short-term traders and long-term holders alike.
BREAKING: Massive Whale Rotation Sparks Fresh ETH Momentum 🚀 A major whale just executed one of the biggest rotations of the month — unloading $178 million worth of Bitcoin and moving that entire stack into 58,419 ETH valued at the same amount. This isn’t just a random trade… this is capital rotation at scale. When smart money starts shifting from BTC into ETH, it usually signals a change in market structure. Bitcoin has already made its major moves, and whales often rotate into Ethereum when they expect stronger upside, better risk-reward, or an approaching altcoin expansion phase. This kind of move tells you three things: 🔹 Liquidity is shifting from the leader to the runner-up
🚨 Japan is ready to crash the market.... let me explain how 🇯🇵
This is an important macro event, so understand the logic step by step👇👇👇
The Bank of Japan is expected to raise interest rates by 0.25%. Japan is also one of the largest holders of U.S. government debt. When Japan raises rates, money can start flowing back toward Japan instead of staying in global markets. That reduces overall liquidity.
When liquidity tightens, riskier assets are the first to feel pressure. Bitcoin falls into that category. So when liquidity moves out, Bitcoin can drop as well. That’s why this event matters so much for traders.
Now let’s look at history and not opinions.
Every time the Bank of Japan raised rates recently, Bitcoin reacted strongly: • March 2024 → BTC dropped around 23% • July 2024 → BTC dropped around 26% • January 2025 → BTC dropped around 31%
Does this guarantee the same outcome again? No. Markets never repeat perfectly. But it does tell us one thing clearly: this event has a strong history of shaking Bitcoin.
If sellers gain control again, Bitcoin can easily dump till $70,000🚫🚫
This is exactly why timing and analysis matter👊👊
Just like today when most people on Binance were expecting a recovery pump after yesterday’s crash, PandaTraders clearly warned that Bitcoin could dump again from the 90K zone. And that’s exactly what happened. $BTC dropped below 90K again, following the same plan we shared in advance.
That’s the level of accuracy PandaTraders focuses on reading liquidity, structure, and macro events before the move happens.
Follow PandaTraders for daily Bitcoin analysis explained simply, clearly, and ahead of time 🐼📉 {future}(BTCUSDT)
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