BTC floor hardens as 70% of long-term holders refuse to sell
Conviction-buyer holdings have tripled to roughly 4 million BTC since late 2025, draining liquid supply and putting 70% of recent buyers in the green ahead of any demand surge.
Sector-wide market analysis: dominance, liquidity, on-chain flows, whale activity, and exchange in/outflows.
Conviction-buyer holdings have tripled to roughly 4 million BTC since late 2025, draining liquid supply and putting 70% of recent buyers in the green ahead of any demand surge.
The combined outflow came on a day when neither $BTC nor $ETH was the day's biggest mover, framing the print as portfolio rebalancing rather than a flight from crypto.
The setup is constructive across spot flows, on-chain positioning and options — but realized-cap growth is still running at roughly a quarter of prior bull-expansion pace, which is why conviction…
The monthly core print ran more than triple the consensus 0.3% forecast and lifted the annual rate to 5.2% — a fresh test of the disinflation narrative the Fed has been leaning on.
The April core PPI print was the steepest since March 2022, and traders are now pinning the next move to Trump-Xi talks in Beijing and Thursday's Senate Clarity Act hearing.
The producer-price print landed at a 2022-comparable 6%, putting expected Fed rate cuts back on the shelf and dragging BTC through the $80K floor that had held since March.
The 1.588M $HYPE accumulation is the headline, but staking 1.3M of it locks roughly 82% of the buy off the float — a quiet bid that doubles as a validator commitment.
Sui and Bittensor led the downside on a soft session for the broad index, while Polkadot and BNB were the only notable names on the green side.
639 $BTC (≈51.6M) moved from Coinbase Institutional to unknown wallet.
700 $BTC (≈56.1M) moved from unknown wallet to #Coinbase.
Headline PPI jumped 1.4% MoM — nearly triple the consensus 0.5% — the second inflation surprise in two days that puts the Fed's rate-cut path squarely back in doubt.
The 10Y has reclaimed the 4.4% zone that previously pressured BTC — only this time, $BTC is trading above $80K, suggesting the market is absorbing the rates headwind rather than pricing it linearly.
SOL joins BTC and ETH as a third major collateral tier on Coinbase's Morpho-based lending product, with a 70% LTV cap — and a $2.3B cumulative origination base means real borrow demand behind it.
The ratio has topped its 200-day moving average for the first meaningful time since September 2020 — the same setup that historically preceded bitcoin's 2021 vertical phase by weeks to months.
The record $15.35B in tokenized T-bills is a real-time read on where allocators are hiding — the capital isn't leaving crypto, it's parking in yield while waiting on PPI, the Clarity Act vote and a…
BlackRock deposited 861 BTC ($69.59M) and 44,691 ETH ($103.15M) to Coinbase Prime, a combined transfer of roughly…
The Superform listing lands on South Korea's deepest venue, with the KRW pair giving retail the most direct on-ramp and the BTC/USDT pairs routing global flow through Upbit's order books.
Spot BTC is stuck just under the 200-day moving average around $82,000 while derivatives tell a more bullish story: BNB, DOGE and ZEC open interest is climbing, funding stays cool, and the DeFi…
The 200-day SMA at $82,455 and the 200-day EMA at $82,027 now form the same resistance band — a clean reclaim flips the long-term trend back to bullish, a rejection hands control back to the bears.
The platform's retail-trading dip mirrors the broader Q1 cool-off, but the BitLicense activation and $70M Zengo buy signal where management is placing the next leg of the bet.