btc.

Cryptocurrency analyst Axel Adler Jr. stated that although BTC recently regained the $77,000 level, the net inflow to trading platforms and the continuous outflow from spot ETFs still exert localized selling pressure on the market. Data shows that in the past week, the net inflow of BTC to exchanges was about 18,000 BTC, indicating that more BTC is being transferred to trading platforms in preparation for selling. At the same time, the net outflow from U.S. spot Bitcoin ETFs during the same period was about 16,000 BTC. The combined data creates a potential selling pressure of approximately 34,000 BTC.Glassnode data also shows that the daily trading volume of spot BTC ETFs has fallen below $20 billion, having once exceeded $50 billion by the end of 2025, reflecting a cooling of speculative demand from traditional financial channels. However, market sentiment has recently warmed due to improved expectations for a peace agreement between the U.S. and Iran. BTC quickly rebounded to around $77,800 after dropping below $75,000.Derivatives data indicates that this round of price increase was mainly driven by short covering. The total open interest (OI) of BTC slightly rebounded from about 268,000 BTC to 250,000 BTC, and the funding rate also cooled down, indicating a decrease in the crowding of leveraged long positions. Analysts believe that if BTC wants to further challenge the $80,000 mark, it still needs both spot demand and open interest to grow in sync.

According to BBX data, this week (as of May 12), Bitcoin corporate reserves continue to expand, and institutional-level ETF product monthly performance data has been released. The core dynamics are as follows:Strategy, Inc. (NASDAQ: $MSTR) submitted Form 8-K to the SEC on May 11, disclosing that the company purchased an additional 535 BTC, totaling approximately $43 million, with an average price of about $80,340; as of May 11, the total holdings increased to 818,869 BTC, with a total acquisition cost of approximately $61.86 billion (average price $75,540), and a BTC yield of 9.4% since the beginning of 2026. Of the funds used for this round of purchases, $42.9 million came from MSTR ATM equity financing, and $1 million came from the STRC preferred stock program; this purchase of 535 BTC is significantly lower than last month's peak (an increase of 34,164 BTC in the week of April 13-19), but it still maintains the purchase after the company's Q1 financial report hinted at the possibility of selling BTC to pay dividends, thereby endorsing the "firm holding" position with actual actions.Morgan Stanley (NYSE: $MS) launched the Morgan Stanley Bitcoin Trust (NYSE Arca: $MSBT) on April 8. According to a report by CryptoSlate on May 10, $MSBT recorded zero net redemptions in its first full trading month after launch, with assets under management maintaining positive growth from the first day; meanwhile, the overall U.S. Bitcoin spot ETF has recorded net positive inflows for six consecutive weeks, with a cumulative net inflow of $2.44 billion in April, and daily average inflows continuing to be positive since May. $MSBT entered the market with a management fee rate of 0.14%, making it the lowest fee Bitcoin spot ETF currently available; the zero net redemption data for the first month marks the establishment of preliminary stable demand for this product among Morgan Stanley's wealth management client network, interpreted by institutional analysts as an early signal of large-scale access to the Bitcoin ETF ecosystem through traditional wealth management channels.

According to BBX data, corporate BTC reserves continue to expand, traditional financial giants are implementing stablecoin strategies, and the earnings season for crypto-related stocks is about to open. The core dynamics are as follows:Strategy, Inc. (NASDAQ: $MSTR) submitted SEC Form 8-K today (April 28), disclosing that the company sold 1,451,601 shares of MSTR common stock (ATM financing) between April 20 and 26, netting $255 million, and purchased an additional 3,273 BTC at an average price of $77,906; as of April 26, the company's total holdings rose to 818,334 BTC.The Western Union Company (NYSE: $WU) CEO Devin McGranahan confirmed during the Q1 2026 earnings call on April 24 that the Solana-based USD stablecoin USDPT "has entered the final preparation stage and is expected to launch next month," ahead of the previously disclosed timeline of "the first half of 2026"; USDPT is issued by federal regulator Anchorage Digital Bank, with U.S. Bank serving as custodian, initially aimed at replacing SWIFT for instant settlements among 360,000 global agent locations, and will later be opened to consumers, with plans to launch a Stable Card; the company is also launching the Digital Asset Network (DAN), connecting crypto wallets with its offline locations via API, covering over 200 countries.Coinbase Global, Inc. (NASDAQ: $COIN) announced through BusinessWire that the Q1 2026 earnings release date is set for after the market closes on May 7, 2026, with an analyst call scheduled for that afternoon at 2:30 PM (ET). Current market consensus expectations are: Q1 revenue of approximately $1.56 billion to $1.58 billion, with earnings per share (GAAP) of about $0.29; the company previously guided Q1 subscription and services revenue to be in the range of $550 million to $630 million during the Q4 2025 earnings call, while trading revenue will depend on the overall trading volume in the crypto market for Q1.

Crypto analyst Murphy posted on the X platform, stating that by overlaying three sets of data (Options Gamma Exposure, Options Open Interest by Strike Price, Options ATM Implied Volatility), the impact on BTC from an options perspective shows that $80,000 is currently the first effective resistance above BTC. This position simultaneously has high Call OI, positive Gamma, and low IV conditions.As the price moves upward, the dynamic hedging of market makers can easily create selling pressure; the lower the IV, the higher the marginal sensitivity of market makers to hedge adjustments. Therefore, the thickness of this wall (OI of 7,200 BTC + positive Gamma magnitude) makes $80,000 a "hard nut to crack" in May. Once it breaks through and approaches $82,000, due to the presence of a larger scale of negative Gamma (OI of 4,644 BTC), the market may quickly switch from being suppressed to "amplified volatility" mode.

According to market news, after the drop in the crypto sector this morning, the liquidation map shows that if BTC continues to decline, there is no significant liquidation strength at lower price levels. If Bitcoin falls below $80,000, the cumulative long liquidation strength on major CEXs will reach $615 million. Conversely, if Bitcoin breaks above $85,000, the cumulative short liquidation strength on major CEXs will reach $778 million.However, if Bitcoin rises to $86,000, the liquidation strength will reach $1.599 billion; if it rises to $87,000, the liquidation strength will reach $2.398 billion. Note: The liquidation map does not display the exact number of contracts to be liquidated or the exact value of the contracts being liquidated. The bars on the liquidation map actually represent the importance of each liquidation cluster relative to nearby liquidation clusters, i.e., strength. Therefore, the liquidation map shows the extent to which the underlying price reaching a certain level will be affected. Higher liquidation bars indicate that once the price reaches that level, there will be a stronger reaction due to liquidity waves.

ChainCatcher news, according to The Block, Bitcoin DeFi protocol Lombard Finance announced the acquisition of the cross-chain Bitcoin asset BTC.b and its related infrastructure on Avalanche (AVAX), with the deal coming from Ava Labs.BTC.b has a market capitalization of approximately $502 million and will continue to operate on Avalanche, with the contract and name remaining unchanged.

ChainCatcher news, according to CoinDesk, the price of Ethereum broke through $4900 on Sunday evening, reaching a new all-time high of $4946.Cryptocurrency trader Crypto Rover predicted: "The amount of ETH held on exchanges has been decreasing recently. A reduction in exchange holdings may lead to a decrease in supply, thereby pushing prices higher." Another analyst, Miles Deutsher, added: "BTC has been weak, but ETH has not. While BTC's upward trend has stalled near its peak, ETH is forming strong buying momentum, showing a relatively clear upward trend."Some analysts warn that weekend breakouts often experience pullbacks, and a short-term pullback is expected early this week.

ChainCatcher news, according to on-chain analyst Ai Yi (@ai_9684xtpa), it has been monitored that "the ancient giant whale holding 3963 BTC for 14.5 years" has sold 180 BTC again, and has allegedly sold 330 BTC in the past week, totaling about 29.57 million USD, with a cost as low as 0.37 USD.Half an hour ago, 180 BTC (approximately 21.25 million USD) was transferred to the market maker's associated address bc1q5...zr2xn, which has interacted with multiple institutions such as B2C2 / Galaxy / Coinbase.

ChainCatcher message, according to SoSoValue data, as of July 7, 2025, Eastern Time, the total net inflow of Bitcoin by publicly listed companies worldwide (excluding mining companies) for the past week was $275 million.Strategy (formerly MicroStrategy) did not purchase Bitcoin last week, after increasing its holdings for 13 consecutive weeks. Strategy CEO Michael Saylor tweeted last Sunday, "Some weeks you just need to HODL."Japanese listed company Metaplanet continued to make large purchases last week, investing a total of $238.7 million, acquiring 2,205 BTC at a price of $108,237, bringing its total holdings to 15,555 BTC; the weekly purchase amount has been consistently increasing recently.UK digital advertising company The Smarter Web and French Web3 service company Blockchain Group also made significant purchases last week. The Smarter Web invested $23.9 million, acquiring 230.05 Bitcoins at a price of $103,895, bringing its total holdings to 773.58 Bitcoins; Blockchain Group invested $12.33 million, acquiring 116 BTC at a price of $106,294, bringing its total holdings to 1,904 BTC.Additionally, on July 1, US food company DayDayCook (US stock code: DDC) announced the completion of its first round of financing, raising $53 million, with a remaining financing plan balance of $475 million (including $275 million in convertible bond financing and $200 million in equity financing). The company plans to use the net proceeds from this issuance to purchase Bitcoin.As of the time of publication, the total amount of Bitcoin held by publicly listed companies worldwide (excluding mining companies) is 666,220 BTC, with a current market value of approximately $7.23 billion, accounting for 3.35% of Bitcoin's circulating market value.

ChainCatcher news, the Bitcoin staking protocol Solv Protocol announced that SolvBTC and SolvBTC.LSTs have been launched on the Sonic Labs mainnet, allowing users to cross-chain their Bitcoin assets to the Sonic ecosystem.

ChainCatcher news, BTC.COM officially announced today the completion of its redesign and upgrade, transforming into an open-source project computing power platform. The new platform continues the community spirit and adopts "Embrace Open Source, Gather Computing Power, Create the Future Together" as its mission, supporting developers and computing power providers to jointly promote the development of a decentralized ecosystem. The new platform will build a bridge for computing power suppliers, enabling efficient management and flexible trading of computing power through the platform's one-click deployment tool; it will provide a free trading environment for computing power demand, allowing on-demand access to computing power at any time, achieving a balance between cost and efficiency.

ChainCatcher news, mining service provider BTC.com announced: "In light of the adjustment of the company's development strategy, in order to better serve our customers, the company will fully launch a brand upgrade plan in September 2024. The CloverPool brand identity and a new brand logo will be introduced, along with the launch of a new brand website. Over the next month, we will gradually complete the brand updates for all related products and services to ensure a smooth transition between the old and new brands."

ChainCatcher news, according to @ai_9684xtpa monitoring, ETH/BTC long position James Fickel has sold 2,323 WETH again, exchanging for 88.85 WBTC, worth 5.395 million USD.

ChainCatcher news, according to Lookonchain monitoring, a certain whale has sold 200 BTC (approximately 11.6 million USD) today after being silent for 5 months.It is reported that this whale is very skilled at buying BTC at low prices and selling it at high prices. Currently, there are still 2,800 BTC (164.4 million USD) remaining, with a total profit exceeding 168 million USD.

ChainCatcher news, according to CoinDesk, the Bitcoin staking platform Solv Protocol has launched a new Bitcoin staking method for cbBTC holders on Base (cbBTC is the newly launched wrapped Bitcoin by Coinbase, which has been live on Ethereum and Coinbase's Ethereum Layer 2 network Base since last week).According to the Solv team, Solv Protocol allows cbBTC tokens to be minted into SolvBTC, which can further be converted into a new liquid staking token SolvBTC.BBN.

ChainCatcher news, according to Lookonchain monitoring, after the BTC price broke through $60,000, a certain whale address increased its holdings by 1,062 BTC (approximately $63.96 million) 25 minutes ago.This whale currently holds 10,043 BTC (approximately $603.84 million).

ChainCatcher news, according to official sources, Australia's Monochrome spot Bitcoin ETF (IBTC) held 138 BTC as of September 12.

ChainCatcher news, according to Spot On Chain monitoring, the Salvadoran government has been buying 1 Bitcoin daily for 665 consecutive days, unaffected by market fluctuations. Currently, the Salvadoran government holds 5,871 Bitcoins, worth approximately $342 million.Among them, the average purchase price of the 3,046 Bitcoins that have been disclosed is only $43,888.