#  @Darkfost_Coc Darkfost Darkfost posts on X about bitcoin, in the, binance, market the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::887587851768082432/interactions)  - [--] Week [-------] -13% - [--] Month [-------] +0.38% - [--] Months [---------] +467% - [--] Year [---------] +381% ### Mentions: [--] [#](/creator/twitter::887587851768082432/posts_active)  - [--] Week [--] -31% - [--] Month [---] +15% - [--] Months [---] +9.30% - [--] Year [-----] +9.50% ### Followers: [-----] [#](/creator/twitter::887587851768082432/followers)  - [--] Week [-----] +2% - [--] Month [-----] +7.30% - [--] Months [-----] +86% - [--] Year [-----] +317% ### CreatorRank: [-------] [#](/creator/twitter::887587851768082432/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #3498 [finance](/list/finance) 30.77% [exchanges](/list/exchanges) #1581 [stocks](/list/stocks) 3.5% [technology brands](/list/technology-brands) 2.8% [currencies](/list/currencies) 2.1% **Social topic influence** [bitcoin](/topic/bitcoin) #1493, [in the](/topic/in-the) 15.38%, [binance](/topic/binance) #384, [market](/topic/market) #1500, [level](/topic/level) 10.49%, [selling pressure](/topic/selling-pressure) #52, [we are](/topic/we-are) 9.09%, [more than](/topic/more-than) #2151, [holders](/topic/holders) #124, [strong](/topic/strong) #2941 **Top accounts mentioned or mentioned by** [@cryptoquantcom](/creator/undefined) [@cryptoquant_com](/creator/undefined) [@idaepyo243992](/creator/undefined) [@defi_dude](/creator/undefined) [@panamaxbt](/creator/undefined) [@axeladlerjr](/creator/undefined) [@gstradingteam](/creator/undefined) [@m_haas27](/creator/undefined) [@0xpreneur](/creator/undefined) [@cryptohaaster](/creator/undefined) [@cryptoquant_jp](/creator/undefined) [@cryptoquantjp](/creator/undefined) [@osagicrypto](/creator/undefined) [@nexo](/creator/undefined) [@agent_sungenx](/creator/undefined) [@joaomatos78](/creator/undefined) [@jamaartun](/creator/undefined) [@lookonchain](/creator/undefined) [@onchainintelai](/creator/undefined) [@frankafetter](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Ethereum (ETH)](/topic/ethereum) [Pepe (PEPE)](/topic/$pepe) ### Top Social Posts Top posts by engagements in the last [--] hours "http://x.com/i/article/2020426474122084352 http://x.com/i/article/2020426474122084352" [X Link](https://x.com/Darkfost_Coc/status/2020430316104466824) 2026-02-08T09:31Z [----] followers, [----] engagements "DATA MACRO US : LABOR MARKET - Non Farm Payrolls JAN : 130K Previous 48K Forecast 40.0K ๐จ - Unemployment Rate JAN : 4.3% Previous 4.4% Forecast 4.5% ๐จ Many people will say that falling unemployment and job creation are positive because they reduce the risk of a recession and that is true. But this data does not help risk markets because it suggests that tensions in the labor market are easing and stabilizing which reinforces the Feds wait and see stance. ๐ Rate cuts at the next FOMC meeting will be unlikely if inflation does not start to come down." [X Link](https://x.com/Darkfost_Coc/status/2021583187151908879) 2026-02-11T13:52Z [----] followers, [----] engagements "โ On January 23rd we observed a spike in UTXOs spent by STHs. Block [------] contained several UTXO consolidation transactions that put roughly [------] BTC in motion. ๐ก UTXO stands for Unspent Transaction Output. Its the mechanism that ensures a BTC is only sold once and allows us to determine when it was bought and at what price. These BTC were not sold. They were sent from an address back to the same address purely to aggregate the UTXOs held by that address. ๐ In total around [------] BTC came from the 3m6m age band [-----] BTC from the 1m3m band and [-----] BTC from the 1w1m band. All BTC aged" [X Link](https://x.com/Darkfost_Coc/status/2016411506615738484) 2026-01-28T07:22Z [----] followers, [----] engagements "๐ 5.7k BTC in monthly inflows to Binance a historically low level since [----] ๐ After experiencing a drawdown of more than 30% from BTCs latest all time high we can observe a clear contraction in BTC flows toward Binance. Historically the average monthly BTC inflow to Binance has been around [-----] BTC. Today this average has been cut in half with only about [----] BTC per month flowing into the exchange a level that has not been seen since [----]. More interestingly for several months now inflows have remained consistently below this historical average of [-----] BTC suggesting that the current" [X Link](https://x.com/Darkfost_Coc/status/2016457727304683605) 2026-01-28T10:26Z [----] followers, [----] engagements "Gold Is quietly crushing the S&P [---] ๐ฅThe last time this trend was this directional was after [----] following the burst of the dot-com bubble. An interesting chart to compare the return on investment between gold and the S&P. ๐ Over the past two years meaning since February [----] it was better to be exposed to gold than to the S&P. Thats pretty wild to say considering the S&P delivered roughly a 45% return over that period. Yet gold exceeded all expectations. Yes yes even after yesterdays correction gold has tripled the S&Ps performance over the same timeframe. This doesnt happen very often." [X Link](https://x.com/Darkfost_Coc/status/2017320901881090349) 2026-01-30T19:35Z [----] followers, [----] engagements "๐Global demand in the crypto market remains weak. For the past two weeks ETFs have been recording continuous outflows. The DATS that were previously racing to launch BTC reserves have gone quiet aside from Strategy and on the stablecoin side conditions are not improving either. The change in USDT market cap has now reached levels as low as those seen at the exit of the bear market following a sharp decline. ๐ดThe 60-day average change in USDT market cap has dropped from $15.9B at the end of October to less than $1B today. This highlights the current lack of incoming liquidity in the crypto" [X Link](https://x.com/Darkfost_Coc/status/2017360181902954537) 2026-01-30T22:12Z [----] followers, [----] engagements "@cryptoquant_com Live chart by @JA_Maartun https://cryptoquant.com/analytics/query/67c95b608e0fc81fdd77f7efv=67c95b608e0fc81fdd77f7f2 https://cryptoquant.com/analytics/query/67c95b608e0fc81fdd77f7efv=67c95b608e0fc81fdd77f7f2" [X Link](https://x.com/Darkfost_Coc/status/2017360349448593578) 2026-01-30T22:12Z [----] followers, [---] engagements "๐ด Weve reached a point where current losses and profits are at levels typically seen during a bear market. The situation does not seem to be improving and is pushing even more investors and in this case UTXOs into loss. This chart illustrates the situation using a ratio that compares UTXOs in loss versus those in profit. โก When this ratio becomes very high (๐ฃ) it indicates that profits are starting to weigh on the market increasing the risk of a sell-off as those profits may be realized. โก Conversely when losses become increasingly dominant the ratio drops sharply. When it reaches certain" [X Link](https://x.com/Darkfost_Coc/status/2017578463142498402) 2026-01-31T12:39Z [----] followers, 17.3K engagements "๐ Since yesterdays session alone which saw BTC drop by 6.6% we are now witnessing the largest drawdown of this cycle. ๐ฅ From the latest all-time high around $126000 BTC has now undergone a 36.9% correction marking the deepest pullback of the current cycle. That said this cycle still remains the one with the mildest corrections so far. For comparison once BTC has entered a bear market the total drawdown in each past cycle has always exceeded 75%. https://twitter.com/i/web/status/2017870758488277066 https://twitter.com/i/web/status/2017870758488277066" [X Link](https://x.com/Darkfost_Coc/status/2017870758488277066) 2026-02-01T08:00Z [----] followers, 25.7K engagements "The October 10th event is really the one that pushed BTC into a bear market. Im not trying to justify it because in every bear market you can always find specific events that could explain why this time was different. But that October 10th day had a major impact on the market. ๐ฅ In a single day around [-----] BTC were wiped out from Open Interest bringing it back to its April [----] levels. Thats the equivalent of more than six months of Open Interest accumulation erased in one session. Since then Open Interest has been stagnating and struggling to rebuild. Liquidity destruction in an already" [X Link](https://x.com/Darkfost_Coc/status/2018330590773231955) 2026-02-02T14:28Z [----] followers, [----] engagements "@Bitcapital_ch @cryptoquant_com It needs to be rebuilt and it can takes months" [X Link](https://x.com/Darkfost_Coc/status/2018338265795809773) 2026-02-02T14:58Z [----] followers, [---] engagements "๐ด Short-Term Holders have been capitulating over the past few days. In the last [--] hours more than [-----] BTC have been sent to exchanges at a loss. ๐ฅ Yesterday that figure even reached [-----] BTC. At current prices this represents roughly $4B. This potential selling pressure appears to have impacted the market today. When large amounts of BTC are sent to exchanges it is mainly for selling purposes. https://twitter.com/i/web/status/2018724088668205157 https://twitter.com/i/web/status/2018724088668205157" [X Link](https://x.com/Darkfost_Coc/status/2018724088668205157) 2026-02-03T16:31Z [----] followers, 24.5K engagements "@CryptoQuant_JP ๐ซก" [X Link](https://x.com/Darkfost_Coc/status/2018978005943476688) 2026-02-04T09:20Z [----] followers, [---] engagements "Live chart @ki_young_ju https://cryptoquant.com/analytics/query/673d97b9114d3c55e687c91av=673d97cee1767374b970e4a4 https://cryptoquant.com/analytics/query/673d97b9114d3c55e687c91av=673d97cee1767374b970e4a4" [X Link](https://x.com/Darkfost_Coc/status/2019181222140821537) 2026-02-04T22:48Z [----] followers, [----] engagements "โ Its getting worse and worse on the STH side. The amount of BTC being sent to exchanges keeps rising and is now approaching [-----] BTC over the past [--] hours. It is the largest inflow since the beginning of the year which is significantly contributing to selling pressure. ๐ด All of these BTC were moved at a loss by STH. The correction is so severe that no BTC in profit is being moved by LTH. This is a full capitulation" [X Link](https://x.com/Darkfost_Coc/status/2019305691106652338) 2026-02-05T07:02Z [----] followers, 34.5K engagements "@CryptoQuant_JP ๐ซก" [X Link](https://x.com/Darkfost_Coc/status/2019650036766749027) 2026-02-06T05:51Z [----] followers, [--] engagements "Thank you very much Tugce Im not sure I fully understand what you mean. To start with what distinction are you making between BTC thats in red and BTC at a loss Also the illiquid or lost supply is barely moving and remains far from being the majority. So to me its a non factor when you compare it to [----] if you see what I mean. Then how do you define illiquid in your framework and how did you extract it from the realized price youre showing If it represented more than 50% of the total supply you would obviously be right to highlight that point but here I think its still negligible." [X Link](https://x.com/Darkfost_Coc/status/2019812891419922440) 2026-02-06T16:38Z [----] followers, [---] engagements "@panamaXBT @cryptoquant_com @JA_Maartun Thx fren ๐" [X Link](https://x.com/Darkfost_Coc/status/2019812987192906001) 2026-02-06T16:38Z [----] followers, [--] engagements "๐Despite movements that may have distorted the MVRV such as large UTXO consolidations including more than [------] BTC by Coinbase I still find it interesting to analyze the signal it is sending today. This chart is not simply showing the raw MVRV which compares Bitcoins market cap calculated as price multiplied by supply with its realized value which reflects the realized price in the market meaning the price of each BTC when it last moved. -๐กInstead this approach identifies where the current MVRV stands relative to its evolution within the present cycle. In other words it does not rely only" [X Link](https://x.com/Darkfost_Coc/status/2019865314830225660) 2026-02-06T20:06Z [----] followers, [----] engagements "@cryptoquant_com A great chart by @AxelAdlerJr https://cryptoquant.com/analytics/query/68b29de9ff47c52ba0ab2392v=68b29deaff47c52ba0ab2393 https://cryptoquant.com/analytics/query/68b29de9ff47c52ba0ab2392v=68b29deaff47c52ba0ab2393" [X Link](https://x.com/Darkfost_Coc/status/2019866179184259228) 2026-02-06T20:09Z [----] followers, [---] engagements "๐จ OG Whale 19D5 (Hyperliquid whale) is back in action after [--] months of inactivity. This morning the old whale I previously linked to Bixin became active again. ๐ She moved around [----] BTC ($340M) to a new address which has already sent [---] BTC to Binance. Selling [----] BTC is not massive but over a weekend it can create some selling pressure given the lower volumes. ๐คฒ OG Whale 19D5 still holds nearly [-----] BTC ($2B). ๐จ OG whale 19D5 (Hyperunit seller and shorter) is highly active this morning. I think this whale will keep defending its short position and continue feeding it by sending BTC" [X Link](https://x.com/Darkfost_Coc/status/2020042751660744964) 2026-02-07T07:51Z [----] followers, [----] engagements "@osagicrypto @cryptoquant_com @lookonchain @arkham Trend research Yes I know about garret but is this confirmed" [X Link](https://x.com/Darkfost_Coc/status/2020055597115429061) 2026-02-07T08:42Z [----] followers, [---] engagements "@RobynHD @lookonchain They have sent BTC to Binance as well ๐ https://x.com/darkfost_coc/status/2020042751660744964s=46 ๐จ OG Whale 19D5 (Hyperliquid whale) is back in action after [--] months of inactivity. This morning the old whale I previously linked to Bixin became active again. ๐ She moved around [----] BTC ($340M) to a new address which has already sent [---] BTC to Binance. Selling [----] https://t.co/FCkBnyaf9x https://x.com/darkfost_coc/status/2020042751660744964s=46 ๐จ OG Whale 19D5 (Hyperliquid whale) is back in action after [--] months of inactivity. This morning the old whale I previously" [X Link](https://x.com/Darkfost_Coc/status/2020073496584368235) 2026-02-07T09:53Z [----] followers, [---] engagements "Chart by @joao_wedson https://cryptoquant.com/analytics/query/65fdf974a3be2268b3e0befdv=65fdfa6203ae7e44ef15d1f8 https://cryptoquant.com/analytics/query/65fdf974a3be2268b3e0befdv=65fdfa6203ae7e44ef15d1f8" [X Link](https://x.com/Darkfost_Coc/status/2020113235999854628) 2026-02-07T12:31Z [----] followers, [----] engagements "@onchainIntelAI @cryptoquant_com @AxelAdlerJr As usual" [X Link](https://x.com/Darkfost_Coc/status/2020235163981213716) 2026-02-07T20:36Z [----] followers, [---] engagements "Major macro us data for this week : - Tuesday : ๐นADP Employment Change Weekly ๐นRetails sales ๐นExport/Import Prices DEC ๐นBusiness Inventories MoM - Wednesday : ๐นNon Farm Payrolls ๐จUnemployment Rate ๐นAverage Hourly Earnings - Thursday : ๐นJobless Claims ๐นExisting Home Sales - Friday : ๐จCore Inflation Rate (What's your bet @truflation ) https://twitter.com/i/web/status/2020489408487559433 https://twitter.com/i/web/status/2020489408487559433" [X Link](https://x.com/Darkfost_Coc/status/2020489408487559433) 2026-02-08T13:26Z [----] followers, [----] engagements "Since the start of the correction BTC has put all STH under pressure and is now beginning to test LTH. With a cost basis of $103188 and $85849 the first LTH cohorts the 6m-12m and 12m-18m holders are already under water. However price has reacted after reaching the realized price of older holders the 18m-2 year cohort whose realized price sits at $63654. This is likely an area of interest for these holders. Still that is not exactly what this chart shows as the upward trend in their cost basis indicates actually that more holders with higher cost basis have continued to age their coins." [X Link](https://x.com/Darkfost_Coc/status/2020533447542915097) 2026-02-08T16:21Z [----] followers, [----] engagements "https://cryptoquant.com/quicktake/6988ec5463d8c427644249f2-Bitcoin-drop-sparks-a-wave-of-retail-panic https://cryptoquant.com/quicktake/6988ec5463d8c427644249f2-Bitcoin-drop-sparks-a-wave-of-retail-panic" [X Link](https://x.com/Darkfost_Coc/status/2020590136908796125) 2026-02-08T20:06Z [----] followers, [---] engagements "๐ด BTC is still facing strong selling pressure in the derivatives market. The Net Taker Volume on a monthly average basis has turned negative again. After a period of calm between November and January when buyers briefly regained some control ($36M) we are now back to clear selling dominance reaching -$272M today. What is particularly concerning is the gradual acceleration of this trend which will require even stronger spot demand to counterbalance it. Futures volumes continue to drive the market given the gap with spot volumes and ETF inflows. ๐ Considering the current environment and the" [X Link](https://x.com/Darkfost_Coc/status/2020807444759191948) 2026-02-09T10:30Z [----] followers, [---] engagements "@CryptoQuant_JP ๐ซก" [X Link](https://x.com/Darkfost_Coc/status/2020871813266330097) 2026-02-09T14:46Z [----] followers, [--] engagements "@JupiterExchange @SushiSwap I hope to see one day ; Now available on Jupiter mobile Our perp feature need it so much @kashdhanda you know it" [X Link](https://x.com/Darkfost_Coc/status/2021289052087992433) 2026-02-10T18:23Z [----] followers, [---] engagements "๐จ $PEPE UPDATE๐จ #pepecoin seems to has ended his correction wave [--]. So it's time for an update. First we can see that $PEPE did the same structure in April so expecting a bounce after that pull back is relevant. We've got a wave [--] that reached the [-----] so i'm expecting about the same for wave [--]. [-----] corresponding to target [--]. Let's see what will happen next but for now $PEPE is doing what we planed. #Crypto #memecoin #Pepecommunity As you asked for it let's go for the $PEPE chart analysis. First on the weekly frame $PEPE surged for 1400% ๐คฏ Now it seemed to has reached the end of wave 3" [X Link](https://x.com/Darkfost_Coc/status/1807407256532602980) 2024-06-30T13:34Z [----] followers, [----] engagements "๐ On a medium-term view we can see that the selling pressure coming from derivatives has significantly decreased. ๐ก The net taker volume compares the size of sell and buy orders on derivative markets. When it is largely negative it indicates that sell volumes are much higher than buy volumes reflecting a genuinely bearish sentiment among investors. During bull market phases when extreme levels are reached its often an interesting time to take a position. Thats exactly what I did at the end of August. ๐ Today the monthly average of net taker volume has moved from an extreme low of $400" [X Link](https://x.com/Darkfost_Coc/status/1975498195963666773) 2025-10-07T09:47Z [----] followers, [----] engagements "OGs have never sold as much as they have during this cycle. Since BTC is still a relatively young asset Ive chosen to consider OGs as addresses (UTXOs) holding BTC for more than [--] years ๐ค ๐ก UTXO stands for Unspent Transaction Output. Its the mechanism that ensures a BTC is only sold once and allows us to determine when it was bought and at what price. Once spent it becomes an STXO (Spent Transaction Output) meaning it has been used. ๐ฅ In this cycle we can see that STXOs (90dma) coming from OGs have never been higher with a record in [----] of [----] BTC on average spent each day by these OGs." [X Link](https://x.com/Darkfost_Coc/status/1989827784709922949) 2025-11-15T22:48Z [----] followers, [----] engagements "BTC is entering a critical moment today one that is creating doubt and putting real pressure on some investors. Thats why I want to take a moment to walk through the current situation together exactly as I see it through the data I work with every single day and that Ive also shared with you. And just to set expectations this is not one of the short articles I usually write for CryptoQuant. This is a long-form deep dive. Were going through the entire context so grab a good coffee before diving in. My method is always based on fractal analysis just like in technical analysis. Well start with" [X Link](https://x.com/Darkfost_Coc/status/1990174284837253534) 2025-11-16T21:44Z [----] followers, 47.9K engagements "๐ Investor behavior evolves as Bitcoin volatility climbs. As Bitcoins correction continues volatility is also starting to rise. In an environment shaped by macroeconomic uncertainty with still incomplete data following the shutdown and heightened geopolitical tensions it is logical to see additional stress emerging in an already fragile crypto market. This instability is further amplified by the excess leverage present in derivatives markets. The chain liquidations that can result mechanically intensify price movements and reinforce volatility. ๐ Since the end of summer Bitcoins volatility" [X Link](https://x.com/Darkfost_Coc/status/2022062034305564810) 2026-02-12T21:35Z [----] followers, [----] engagements "@coinbase Hiring data analyst ๐" [X Link](https://x.com/Darkfost_Coc/status/2022352418584039937) 2026-02-13T16:49Z [----] followers, [---] engagements "๐ด We are approaching the level of supply in loss seen during the previous bear market. In November [----] roughly [----] million BTC were being held at a loss. ๐ฅ Today more than [---] million BTC are held at a loss while about [----] million BTC remain in profit. We are nearing a point where as much BTC is held at a loss as in profit a situation that last occurred near the end of the [----] bear market. It is worth noting that the correction has been so severe that the increase in supply held at a loss has occurred very rapidly. https://twitter.com/i/web/status/2019798128770097426" [X Link](https://x.com/Darkfost_Coc/status/2019798128770097426) 2026-02-06T15:39Z [----] followers, 15.6K engagements "@FrankAFetter @_checkonchain Buying since days now ๐ค Weekly RSI looks good too" [X Link](https://x.com/Darkfost_Coc/status/2020155974628098510) 2026-02-07T15:21Z [----] followers, [---] engagements "๐ด Yesterday marked the largest panic driven move by short term holders since the start of this correction. ๐ฅ On a daily average basis STHs sent more than [-----] BTC about $6B to exchanges at a loss while Bitcoin dropped below $65000. When short term holders move BTC to exchanges it is typically with the intention of selling. This move represents a true capitulation from STHs who panicked as Bitcoin pushed deeper to the downside. ๐ Emotional and unprepared reactions like these are often the worst decisions investors can make. https://twitter.com/i/web/status/2020219239005851907" [X Link](https://x.com/Darkfost_Coc/status/2020219239005851907) 2026-02-07T19:32Z [----] followers, 19.5K engagements "๐ Bitcoin drop sparks a wave of retail panic. "On February [--] inflows from shrimps to Binance exceeded [----] BTC in a single day while their monthly average was closer to [---] BTC. Such a spike had not been seen since July [----] when Bitcoin was still advancing toward new all time highs." Full article on Cryptoquant link below ๐" [X Link](https://x.com/Darkfost_Coc/status/2020590133108719794) 2026-02-08T20:06Z [----] followers, 24K engagements "๐ด Realized losses continue to heavily dominate the market suggesting that many investors bought near the recent tops. We are even seeing some DATs who bought at much higher levels choosing to sell their BTC. BTC is not for everyone ๐ฅ Today the realized profit to loss ratio stands at [----] meaning that for every $1 of realized profit $4 of losses are being realized at the same time which is significant. The [--] day moving average of this ratio is now reaching bear market levels. For comparison the annual average ratio sits at [----] indicating that profit taking remains largely dominant over the" [X Link](https://x.com/Darkfost_Coc/status/2021140440599118140) 2026-02-10T08:33Z [----] followers, 14.2K engagements "@_CryptoSapiens_ @cryptoquant_com @AxelAdlerJr True" [X Link](https://x.com/Darkfost_Coc/status/2021162196625961101) 2026-02-10T09:59Z [----] followers, [---] engagements "Right now we are seeing liquidity in the crypto market continue to contract which is why we are observing more and more burns from stablecoin issuers. Since Bitcoins market cap has increased significantly during this cycle it requires a certain level of circulating liquidity to maintain that valuation. ๐จ As long as we keep seeing stablecoin outflows and a decline in their market cap any rebound in BTC will likely remain temporary. That said liquidity can flow back in quickly if the broader environment improves and allows investors to look ahead to a more positive outlook. This weeks" [X Link](https://x.com/Darkfost_Coc/status/2021181776169664820) 2026-02-10T11:17Z [----] followers, [----] engagements "Yes but there are no incentive to engage this liquidity rn. Moreover stablecoin MC continue to decline wich means that the liquidity available is decreasing as well. As long as BTC MC keep falling in the same time SSR will remain low even if the liquidity is drying up. SSR works well during bull market. https://twitter.com/i/web/status/2021212917480259987 https://twitter.com/i/web/status/2021212917480259987" [X Link](https://x.com/Darkfost_Coc/status/2021212917480259987) 2026-02-10T13:21Z [----] followers, [--] engagements "@ChartNaif @cryptoquant_com @AxelAdlerJr This is a pure data not an index so yes" [X Link](https://x.com/Darkfost_Coc/status/2021287538418131393) 2026-02-10T18:17Z [----] followers, [--] engagements "Sorry but this doesnt make sense. Stablecoin transactions on Ethereum cant explain price growth. Yes we are seeing stablecoin transactions but most of them are exchange outflows protocol burns and selling into stablecoins that are then sent to wallets. All of these bearish moves are being counted as stablecoin transactions. https://twitter.com/i/web/status/2021307272438120481 https://twitter.com/i/web/status/2021307272438120481" [X Link](https://x.com/Darkfost_Coc/status/2021307272438120481) 2026-02-10T19:36Z [----] followers, [--] engagements "Sorry but this doesnt make sense. Stablecoin transactions on Ethereum cant explain price growth. Yes we are seeing stablecoin transactions but most of them are exchange outflows protocol burns and selling into stablecoins that are then sent to wallets. All of these bearish moves are being counted as stablecoin transactions. https://twitter.com/i/web/status/2021307307729232302 https://twitter.com/i/web/status/2021307307729232302" [X Link](https://x.com/Darkfost_Coc/status/2021307307729232302) 2026-02-10T19:36Z [----] followers, [---] engagements "๐ Diverging stablecoin trends emerge amid Bitcoins sharp correction. In a still challenging market environment Bitcoin continues its correction and has recently exceeded a 50% drawdown marking the deepest pullback observed since the start of this cycle. Despite this sharp decline stablecoin netflow data shows continued investor engagement during this phase. ๐ On a monthly average basis across all exchanges ERC [--] stablecoin netflows moved from -$87.9 million on December [--] to around -$134.3 million today. In other words net stablecoin outflows from exchanges have intensified signaling a form" [X Link](https://x.com/Darkfost_Coc/status/2021314141353304166) 2026-02-10T20:03Z [----] followers, [----] engagements "๐ The selling pressure is intensifying on the institutional side. The Coinbase Premium Gap has never been this negative since the beginning of the year. Especially since this is a volume-weighted version which helps reduce as much noise as possible by giving more weight to the largest volumes in the gap calculation. When it turns negative to this extent it means that the price of BTC on Coinbase Pro a platform mainly used by professionals institutions and high-net-worth individual accounts is lower than on Binance a platform accessible to everyone and widely used by retail investors. In" [X Link](https://x.com/Darkfost_Coc/status/2019181066133676259) 2026-02-04T22:47Z [----] followers, 64K engagements "As BTC gradually approaches a 50% correction from its October all time high we can see that stablecoin inflows to exchanges are increasing ๐ In late December [----] the weekly average stablecoin inflows (7 day moving average) had dropped to $51B perfectly reflecting the lack of demand we have been facing for several months. ๐ฅ Today at $98B these inflows have doubled and have just moved above the [--] day average which stands at $89B. This suggests that capital deployment has accelerated in recent weeks and the market clearly needs it. โ Nevertheless selling pressure remains too strong to be" [X Link](https://x.com/Darkfost_Coc/status/2019440834203001053) 2026-02-05T15:59Z [----] followers, [----] engagements "๐ด BTC is still facing strong selling pressure in the derivatives market. The Net Taker Volume on a monthly average basis has turned negative again. ๐ฅ After a period of calm between November and January when buyers briefly regained some control ($36M) we are now back to clear selling dominance reaching -$272M today. On Binance for example the exchange that concentrates a large share of trading volumes the taker buy sell ratio fell from [--] to [----] over the same period reinforcing this negative trend. What is particularly concerning is the gradual acceleration of this trend which will require" [X Link](https://x.com/Darkfost_Coc/status/2020809283911270750) 2026-02-09T10:37Z [----] followers, 24.4K engagements "Why reporting only one liquidation event per second Many users feel this lacks transparency. Its not exclusive to Binance since OKX does the same but exchanges like Bybit have chosen a different path and report all liquidation events in full detail with no limitation since [----]. Maybe thats something Binance could improve in the future to reinforce the transparency it often promotes just like it did with proof-of-reserves. https://twitter.com/i/web/status/2021861198656913764 https://twitter.com/i/web/status/2021861198656913764" [X Link](https://x.com/Darkfost_Coc/status/2021861198656913764) 2026-02-12T08:17Z [----] followers, [---] engagements "@panamaXBT @cryptoquant_com ๐๐ผ" [X Link](https://x.com/Darkfost_Coc/status/2022299358536884659) 2026-02-13T13:18Z [----] followers, [--] engagements "Derivatives drivent pump โจ In just [--] hours open interest (OI) increased by more than 10%. It rose from $33.3B to $37.6B meaning over $4B in trading volume was added in a single day. This type of pump typically brings increased short-term volatility. Quite often its followed by a brief pullback even though thats not always the case" [X Link](https://x.com/Darkfost_Coc/status/1940527833249730663) 2025-07-02T21:47Z [----] followers, [----] engagements "๐ On-chain traders meaning those active on the spot market are currently only 13% in profit. This group of short-term holders refers to BTC held between [--] and [--] months. It helps capture the general sentiment among short-term investors who typically aim to optimize returns. While in previous market tops in [----] and [----] this groups average profit reached 232% and 150% respectively. During this current cycle their profit peaked at only 69% and is declining over time. ๐ Today even though BTC is still hovering near its all-time high this groups unrealized profit remains limited to just 13%" [X Link](https://x.com/Darkfost_Coc/status/1949569827858968862) 2025-07-27T20:37Z [----] followers, [----] engagements "๐ After an extraordinary rally and a final parabolic phase that pushed the price of gold above [----] dollars per ounce we are now seeing the beginning of a correction that has just reached 11% thus breaking its 750-day streak without a correction greater than 10%. Since this correction started we've seen a lot of posts like the one I repost circulating now. Big accounts are sharing the narrative that capital is rotating out of gold and into Bitcoin. Im sure most of you have already come across that chart. To add context I wanted to actually verify this historically so I built a chart to" [X Link](https://x.com/Darkfost_Coc/status/1983108446644777158) 2025-10-28T09:47Z [----] followers, [----] engagements "๐Stablecoin flows collapse. The crypto market is currently going through a delicate phase marked by a structural lack of liquidity in a context of persistently high uncertainty. This environment is not conducive to risk taking and stands in sharp contrast to other asset classes such as precious metals and equity markets which continue to attract both attention and capital. ๐ต This liquidity deficit is clearly reflected in the evolution of stablecoins. After a spectacular expansion of more than $140B since [----] the total stablecoin market capitalization began to decline in December putting an" [X Link](https://x.com/Darkfost_Coc/status/2018057967539458289) 2026-02-01T20:24Z [----] followers, 19K engagements "๐ The Sharpe ratio has just entered a particularly interesting zone one that has historically aligned with the final phases of bear markets. This is not a signal that the bear market is over but rather that we are approaching a point where the risk to reward profile is becoming extreme. In practical terms the risk associated with investing in BTC remains high relative to the returns recently observed. ๐ The ratio is still deteriorating showing that BTCs performance is not yet attractive compared to the risk being taken. But this type of dynamic is precisely what tends to appear near market" [X Link](https://x.com/Darkfost_Coc/status/2020113081502728574) 2026-02-07T12:31Z [----] followers, 36.1K engagements "Short term holders keep suffering as this correction drags on. ๐ With an STH cost basis of around $94200 and BTC at $68000 the price gap has now reached 28%. So we can roughly estimate an average unrealized loss of about 28% for STHs if we simplify things. But that is not the most striking part of this chart. ๐ฅ Bitcoins price has been trading below the STH cost basis for four months marking their longest period of stress so far. This is unusual for this cycle and suggests that the current correction is increasingly resembling a bear market. During the two previous bear markets this" [X Link](https://x.com/Darkfost_Coc/status/2021577184733733060) 2026-02-11T13:28Z [----] followers, [----] engagements "If you want a big picture view of the environment Bitcoin is evolving in today you just need to look at this heatmap. ๐ It summarizes several key factors influencing BTCs price action and gives a snapshot of the markets onchain health. It covers a range of important data points related to demand liquidity and Bitcoins valuation. โ Right now all of these indicators remain in the red which suggests that the environment is not improving yet. As long as that remains the case it is hard to imagine BTC reaching new highs in the short term. Patience Chart by @jjcmoreno" [X Link](https://x.com/Darkfost_Coc/status/2021894494656897454) 2026-02-12T10:29Z [----] followers, [----] engagements "@Lamsito_eth Tes trs moche la TA ๐" [X Link](https://x.com/Darkfost_Coc/status/2021971586622853247) 2026-02-12T15:36Z [----] followers, [---] engagements "๐ Unrealized profits of whales are melting away with this correction. In this first chart were looking at the NUPL of big whales meaning addresses holding more than [----] BTC. ๐ก NUPL is a simple ratio used to assess latent losses and profits. When its high unrealized profits dominate. When its low losses dominate. Today the NUPL for this whale cohort has just dropped below [---] a level shown in yellow that historically has only been observed once the bear market is already well advanced. This means that this cohort is now sitting on almost zero unrealized profits. ๐ด Historically at bear" [X Link](https://x.com/Darkfost_Coc/status/2022290896658579665) 2026-02-13T12:44Z [----] followers, 12.5K engagements "Hello Kash I dont think what youre asking here is fair. Youre asking a long term aligned holder like me who has staked 100% of all my tokens and airdrops while the price keeps bleeding to give up Jupuary on the grounds that Jupuary supposedly contributes heavily to selling pressure. Fine then prove it with data. Jupuary only happens once a year not all year round so I find it hard to believe its the main cause of the JUP tokens decline. Then If you believe the teams selling pressure is a problem that shouldnt even be put to a vote. Its something you should address internally instead of asking" [X Link](https://x.com/Darkfost_Coc/status/2022628041357160834) 2026-02-14T11:04Z [----] followers, [--] engagements "Early [----] opens with weak crypto demand from ETFs. The start of the year is marked by a clear lack of demand in the cryptocurrency market reflecting a much more cautious stance from investors. This contraction in liquidity across the crypto sector is being strongly felt. On the spot Bitcoin ETF side after two years driven by large capital inflows and strong speculative momentum early [----] looks more like a phase of risk reduction. Market participants appear to be reassessing their risk exposure in a more uncertain macroeconomic and geopolitic environment. Recent data shows that investors are" [X Link](https://x.com/Darkfost_Coc/status/2022651741351579863) 2026-02-14T12:38Z [----] followers, [----] engagements "๐จ HERE WE GO AGAIN. OG Whale 19D5 has just sent [----] BTC again to Binance during a weekend. This could create some pressure over the weekend. ๐จ OG Whale 19D5 (Hyperliquid whale) is back in action after [--] months of inactivity. This morning the old whale I previously linked to Bixin became active again. ๐ She moved around [----] BTC ($340M) to a new address which has already sent [---] BTC to Binance. Selling [----] https://t.co/FCkBnyaf9x ๐จ OG Whale 19D5 (Hyperliquid whale) is back in action after [--] months of inactivity. This morning the old whale I previously linked to Bixin became active" [X Link](https://x.com/Darkfost_Coc/status/2022661538247798840) 2026-02-14T13:17Z [----] followers, [----] engagements "๐ณ Whales under pressure as Bitcoin tests key levels Bitcoins temporary break below $60000 triggered a wave of nervousness across the market including among whales. Contrary to a common belief these large holders do not systematically represent a form of rational and patient smart money. They also react to market shocks sometimes opportunistically sometimes under pressure. ๐ As shown by the chart tracking their inflows to Binance a platform often favored for large transactions due to its deep liquidity spikes in inflows tend to appear both during euphoric phases and during market lows. The" [X Link](https://x.com/Darkfost_Coc/status/2021706130544795799) 2026-02-11T22:01Z [----] followers, 19.7K engagements "Tomorrow the CPI data will be released. With the labor market stabilizing and ultimately showing resilience inflation is once again becoming the main driver of the Feds monetary policy easing. All investors will be closely watching this data as it will shape decisions in the coming months. โ Volatility could be on the menu so stay cautious. https://twitter.com/i/web/status/2021869821608984993 https://twitter.com/i/web/status/2021869821608984993" [X Link](https://x.com/Darkfost_Coc/status/2021869821608984993) 2026-02-12T08:51Z [----] followers, [----] engagements "@cryptoquant_com @Nexo ๐ซก" [X Link](https://x.com/Darkfost_Coc/status/2022380066622079269) 2026-02-13T18:39Z [----] followers, [---] engagements "๐ฅ Although it was only a very small upward move yesterday we saw the largest wave of short liquidations since [----]. Roughly $736M in shorts were wiped out a figure we hadnt exceeded since September [--] [----] when liquidations reached $773M in a single day. This highlights how aggressive short traders currently are. Funding rates are often dominated by shorts showing that investors are still positioning predominantly on the short side. The buildup of these positions is weighing on the derivatives market while the spot market is struggling to generate enough liquidity to offset it. When" [X Link](https://x.com/Darkfost_Coc/status/2022728382337716616) 2026-02-14T17:43Z [----] followers, [---] engagements "๐This heatmap allows us to visualize the battle Bitcoin is currently facing. It is likely the most intense supply distribution zone we have seen in this cycle so far. It gives us a range between $95000 and $118000. Within this zone we also find the Short-Term Holder cost basis at [------] dollars which is acting as strong resistance for now. As long as these limits are not broken it is difficult to firmly believe in either a confirmed bear market or a continued uptrend. ๐For the moment we need to wait and use the lower and upper bounds of this range to optimize our exposure" [X Link](https://x.com/anyuser/status/1988270221031883197) 2025-11-11T15:38Z [----] followers, [----] engagements "Today the drawdown of the ongoing correction has just reached 23% ๐ So far theres nothing unusual about this. The previous corrections had reached 26% and 28%. However even if this correction isnt the largest its the one having the strongest impact on the market. STH have never been under so much pressure and the percentage of supply in profit has just dropped to 68% the lowest level weve seen during recent corrections. You have to go back to October [----] right after the bear market to find the same level. ๐ Were approaching critical levels across many data points so the next few weeks will" [X Link](https://x.com/Darkfost_Coc/status/1990004869860647406) 2025-11-16T10:31Z [----] followers, 74.2K engagements "๐ $BTC massive withdrawal from Binance exchange These days we witnessed a massive #Bitcoin withdrawal from Binance exchange. This is the highest withdrawal level observed this year. Seeing such a significant withdrawal as BItcoin reaches its all-time high is very encouraging. It indicates that investors have developed a growing confidence in the #crypto market and are anticipating a bullish continuation. ๐ Data from : @cryptoquant_com @nickpittoo" [X Link](https://x.com/Darkfost_Coc/status/1854612359601701214) 2024-11-07T19:50Z [----] followers, 13.1K engagements "Investor confidence remains strong in the market : will it last - This indicator consolidates multiple data points to derive a confidence signal specifically for the $BTC market. โก While a high confidence index is typical during bull markets once it approaches [--] a market top has historically followed soon after. Currently the confidence index sits at around [----]. โก On the flip side when this indicator nears [--] it has always provided a reliable signal for a market bottom. We're currently approaching that threshold signaling a potential long-term buying opportunity. - In the shorter term the" [X Link](https://x.com/Darkfost_Coc/status/1890431292421877877) 2025-02-14T16:01Z [----] followers, [----] engagements "During the last [--] hours Short-Term Holders (STH) have realized significant losses. STHs may have panic-sold some $BTC in reaction to the recent news about the Bybit hack. However such capitulation events have often signaled a local bottom in the very short term" [X Link](https://x.com/Darkfost_Coc/status/1893362033845833869) 2025-02-22T18:07Z [----] followers, [----] engagements "๐ณWhales are finally back. Whales have been reducing their holdings for over a month now marking the longest period of net decline over the past year. However their behavior has recently shifted as whales began increasing their holdings again pushing the monthly percentage change back into positive territor. This could indicate that if the trend continues bullish momentum might soon be triggered" [X Link](https://x.com/Darkfost_Coc/status/1897764229672771818) 2025-03-06T21:40Z [----] followers, [----] engagements "The Short term holder MVRV ratio is still evolving around [---] which indicates that STHs are currently sitting on an average unrealized loss of about 10%. Reminder : MVRV = Market Value / Realized Value STH = Supply held 155D The BTC realized price for STHs is currently fluctuating around [--] [---]. โ This is a critical level that needs to be reclaimed in order to confirm a continuation of the upward trend. Notably the +1 standard deviation level on the MVRV STH has not been breached since April [----]. ๐ This threshold has consistently marked the last four cycle tops making it a key level to" [X Link](https://x.com/Darkfost_Coc/status/1911864816773243033) 2025-04-14T19:31Z [----] followers, [----] engagements "Bitcoin network activity remains in a bear market๐ ๐๐ผ Since December [----] the Network Activity Index has been dropping sharply. This indicates a clear lack of transaction activity and a decline in daily active addresses. It also suggests decreasing demand for block space as shown by the drop in the number of UTXOs. This kind of pattern is typical during bear markets or during specific events like the China ban that occurred in June [----]. - Are we in a bear market ๐ค Never mind phases like this might provide good opportunities on $BTC for long-term holders ๐๐ผ" [X Link](https://x.com/Darkfost_Coc/status/1919361631965892775) 2025-05-05T12:00Z [----] followers, [----] engagements "The Bitcoin leveraged traders sentiment is an indicator that offers valuable insights for making better trading decisions. It shows whether top BTC traders are optimistic about opening long positions. It also factors in funding rates. ๐ When the indicator rises it signals growing confidence among leveraged traders. When it drops it suggests reluctance to go long. ๐ก-- What's interesting is how this sentiment often moves in the opposite direction of the Fear and Greed Index. -- For example at the beginning of March when BTC hit $78 [---] the indicator showed strong bullish sentiment among top" [X Link](https://x.com/Darkfost_Coc/status/1920391865905365458) 2025-05-08T08:14Z [----] followers, [----] engagements "๐ซ Since May 8th STH have finally moved back into profit territory as $BTC crossed above $99 [---]. Their SOPR (Spent Output Profit Ratio) has been above [--] since that date indicating that they are selling at a profit. ๐ก Its important to understand that short-term holders being in profit is essential to sustaining bullish momentum. Of course when SOPR starts reaching higher values (1.03) it also signals that selling pressure is building up. In such a context securing some profits makes sense but for now thats not whats happening. It feels like were just getting warmed up.๐" [X Link](https://x.com/Darkfost_Coc/status/1922553090395210025) 2025-05-14T07:22Z [----] followers, [----] engagements "๐ The main reason why BTC is currently stuck at these levels comes from the derivatives market. ๐ฅThe cumulative net taker volume has mostly remained in negative territory ever since BTC climbed back above the psychological $100 [---] level. - What does this mean In simple terms short positions have outweighed long positions over the past few days. This creates significant selling pressure which is slowing down Bitcoins ability to continue its upward momentum. ๐๐ผ It clearly reflects a growing sense of doubt among traders regarding Bitcoins ability to reach a new all-time high in the very" [X Link](https://x.com/Darkfost_Coc/status/1923306955143057734) 2025-05-16T09:18Z [----] followers, 12.1K engagements "The first interesting thing to notice in this chart about LTHs is that their supply has increased from 14.3M BTC to 15.8M. This suggests two key points : โก LTH who have accumulated over time seem to be holding rather than selling lately. โก A portion of BTC bought more recently (but more than [--] months ago) now also appears to be held consistently. These factors combined reflect a broader sentiment both long-term and mid-term to hold their BTC. Another important observation : after the peak in December [----] and the brief panic in March when BTC dropped below $80000 UTXOs spent by LTHs have" [X Link](https://x.com/Darkfost_Coc/status/1924035306895905269) 2025-05-18T09:32Z [----] followers, [----] engagements "The Bitcoin Coinbase premium index is back in positive territory a sign that U.S. investors often institutional are stepping in. This index is widely used to gauge institutional buying or selling pressure. Looking back similar periods in the past have often coincided with mid-term bullish rallies. Well be watching to see if this trend holds and becomes a lasting feature of the current market phase ๐" [X Link](https://x.com/Darkfost_Coc/status/1924213547615047890) 2025-05-18T21:20Z [----] followers, [----] engagements "๐จ A strong bullish signal from Binance whales The behavior of Binance whales is quite surprising at the moment as BTC has once again confirmed its resilience by holding above the $100 [---] mark. Typically when Bitcoin approaches or surpasses its all-time high Binance whales take the opportunity to sell and realize profits which is reflected by a significant increase in inflows to the exchange. ๐When we look at and compare the monthly inflow volumes on Binance we see that during the early [----] top inflows reached over $5.3 billion and even $8.45 billion and $7.24 billion during the previous" [X Link](https://x.com/Darkfost_Coc/status/1932527370411372657) 2025-06-10T19:56Z [----] followers, [----] engagements "๐When Market Cap is outpacing Transactions volume ๐น A value above [---] suggests that the market cap is outpacing transaction volume and so potentially signaling a reversion to the mean (Short opportunity) It triggered some hours ago. This preset alert is designed for a short-term approach aiming to help investors make more informed decisions Link below ๐๐ผ" [X Link](https://x.com/Darkfost_Coc/status/1934838862494204406) 2025-06-17T05:01Z [----] followers, 10.3K engagements "๐ As Bitcoin consolidates amid macro and geopolitical uncertainty monitoring on-chain behavior becomes crucial. ๐ฅ Currently realized profits on Bitcoin (7DMA) show no major warning signs at this stage. Profits remain below $1 billion a level comparable to what was observed at the end of the October [----] correction. While we did see a slight uptick in realized profits during the recent all-time high they remained well below the levels seen in January [----]. This suggests that investors are neither worried enough nor in enough profit to trigger widespread selling. ๐กThat lack of selling" [X Link](https://x.com/Darkfost_Coc/status/1935227769887109478) 2025-06-18T06:47Z [----] followers, [----] engagements "๐ Yesterday we observed that some investors were taking profits but the levels remained relatively low the overall sentiment is still leaning toward holding. That being said what currently prevents Bitcoin from pushing higher is the lack of strong demand which is clearly visible in this chart. This chart compares the new supply to the over 1-year inactive supply highlighting the apparent demand. When the ratio rise above [--] it indicates that demand is positive. ๐๐ผ Since the last local top in May demand has been gradually declining although it remains strong enough to absorb the ongoing" [X Link](https://x.com/Darkfost_Coc/status/1935590244687991041) 2025-06-19T06:47Z [----] followers, [----] engagements "๐ด BTC demand has slipped back into negative territory. For now the drop isnt particularly sharp it reflects more of a neutral stance taking advantage of BTCs current consolidation. However if this decline continues at the same pace it could introduce real weakness into a market that remains uncertain making it even more vulnerable to selling pressure" [X Link](https://x.com/Darkfost_Coc/status/1938957307431334349) 2025-06-28T13:47Z [----] followers, [----] engagements "๐ Unrealized profits of LTH continue to decline and are now approaching levels last seen during the October [----] correction. The average unrealized profit based on the MVRV ratio currently stands at around 220%. That may seem high for BTC but when compared to previous market tops March [----] and December [----] average unrealized profits among LTH were around 300% and 350% respectively. Worth noting that the realized price for long-term holders now stands at $39 [---]. Although these profits may seem substantial were still far from the levels observed during the tops of this cycle. To return to" [X Link](https://x.com/Darkfost_Coc/status/1939936014732022231) 2025-07-01T06:36Z [----] followers, [----] engagements "โ Outflows continue to dominate signaling that investors remain confident in the long term. And it's hard not to be given the growing adoption by major corporations and governments. BTC is gradually evolving into a store of value increasingly used to strengthen treasury strategies. The monthly outflow/inflow ratio has recently dropped to around [---] a level not seen since the bear market of [----]. โก When this ratio is below [--] it means outflows are dominant reflecting strong and sustained demand on the spot market. โก Conversely when it rises above [----] it often signals renewed selling pressure" [X Link](https://x.com/Darkfost_Coc/status/1941480845996343597) 2025-07-05T12:54Z [----] followers, [----] engagements "MEMECOINS ARE LAGGING ๐ซ As ETH continues to absorb a large share of altcoin liquidity memecoins dominance Vs altcoins keeps falling. Its clearly not memecoin season right now and even though a few manage to perform it remains very anecdotal. ๐๐ผ Its better to stay cautious and avoid deploying too much capital into this asset class for now" [X Link](https://x.com/Darkfost_Coc/status/1956251776467808611) 2025-08-15T07:09Z [----] followers, [----] engagements "โ Binance Taker Buy Sell Ratio flashes a buy signal The taker buy sell ratio on Binance averaged monthly has just reached its lowest level since the beginning of this cycle. --๐กThe taker buy sell ratio is an indicator used to gauge both the strength and dominance of buying pressure as well as selling pressure in the derivative market. -- When this ratio is above [--] it signals a dominance of buy orders in the futures order book reflecting a positive sentiment often associated with bullish phases. Conversely when the ratio drops below [--] bearish sentiment dominates the order book which is often" [X Link](https://x.com/Darkfost_Coc/status/1958279307773497663) 2025-08-20T21:25Z [----] followers, [----] engagements "๐Ethereum is now on the verge of reaching its upper realized price band. This chart is quite straightforward: it simply extrapolates upper and lower bands based on ETHs realized price. It serves as a simple indicator to gauge where the market stands compared to investors realized price (๐ต band). The ๐ด band on the other hand signals a strong positive deviation from the realized price often considered a good time to take profits a principle well known among seasoned investors" [X Link](https://x.com/Darkfost_Coc/status/1959250903355273298) 2025-08-23T13:46Z [----] followers, [----] engagements "๐ฅBinance whales keeps buying ETH Binance whales continue to position themselves in ETH. This chart allows us to categorize behavior based on simple cohorts interacting with Binance such as retails and whales. Since July we have seen a significant increase in demand coming from Binance whales. ๐ The spot and futures orders attributed to whales continue to flow on Binance as ETH approaches the $5 [---] mark. ๐ก Whales act differently and often prefer to enter positions after a positive trend has been well validated which is clearly observable here as these orders only started after the trend" [X Link](https://x.com/Darkfost_Coc/status/1959748886991704485) 2025-08-24T22:45Z [----] followers, [----] engagements "๐ BTC is currently testing an important support level ๐the STH realized price which has historically acted as a key support during bull phases. โก The STH realized price now sits at almost $109000 and continues to provide solid backing for the market. This support has been respected multiple times throughout the current bull run though its important to understand that this only applies in bullish phases. โก That said STHs are often put under pressure before a new upward move takes off. At the moment the annual average STH realized price has formed the second key support of this bull run. It" [X Link](https://x.com/Darkfost_Coc/status/1962457987852730459) 2025-09-01T10:10Z [----] followers, [----] engagements "Youve probably heard about it but were seeing some old whales becoming active again on BTC including one that continues swapping BTC for ETH on Hyperliquid. This whale is most likely a miner as I found a link to the Bixin platform which mined its last block back in [----]. ๐ In short these whales have played a major role in the increase of old BTC being moved and sold. At every market top and its the case again today the Spending Binary CDD has reached critical levels which have consistently been followed by corrections. โ As long as this dynamic continues it will remain difficult for BTC to" [X Link](https://x.com/Darkfost_Coc/status/1962993049866285218) 2025-09-02T21:36Z [----] followers, [----] engagements "๐ BTC/Stablecoin reserves near critical level on Binance. The Binance Bitcoin/stablecoin ratio is about to flash a rather rare buy signal since since the last bear market this signal has only appeared twice. The last time was back in March when BTC pulled back to $78 [---] before starting a new rally toward its latest ATH around $123 [---]. ๐ฅ Today the ratio is getting very close to [--] which means that the Bitcoin reserves available on Binance are approaching equivalence with the stablecoin reserves also held there. This suggests that stablecoin reserves on Binance are increasing and that" [X Link](https://x.com/Darkfost_Coc/status/1963382779170705573) 2025-09-03T23:25Z [----] followers, [----] engagements "๐ As the PPI and CPI data are released today and tomorrow STHs find themselves waiting hovering near their break-even levels. Today their realized price fluctuates between $108 [---] and $109 [---] which translates to an average unrealized profit of around 3%. The STH MVRV therefore stands at [----] confirming that STHs are currently in an uncomfortable position. ๐ฅ The volatility that this important macroeconomic week could generate right before the upcoming FOMC may well tip the market one way or the other. ๐ก When STHs come under pressure we often saw an increase in realized losses which" [X Link](https://x.com/Darkfost_Coc/status/1965725137728131181) 2025-09-10T10:32Z [----] followers, [----] engagements "๐ ETH traders on Binance are turning sharply bearish : a level rarely seen this year. According to the Taker Buy/Sell ratio which measures the balance between buy and sell volume orders in the derivatives market ETH traders are currently positioning heavily on the sell side on Binance. ๐ With the ratio dropping below [----] on September [--] this marks only the third time this year it has fallen so low. Back in January and February the ratio reached as low as [----] coinciding with a bearish trend that pushed ETH below $1 [---]. The 7-day average currently stands at [----] marking the lowest level of" [X Link](https://x.com/Darkfost_Coc/status/1969400221630132686) 2025-09-20T13:56Z [----] followers, [----] engagements "Were now approaching extreme Fear and thats where things start to get interesting ๐ฅ Historically whenever the Fear & Greed Index dropped below [--] weve been close to a local bottom. In this cycle that scenario has played out perfectly every single time. If we get one last flush pushing STHs into losses with the index dropping below [--] I wont hesitate to accumulate more BTC as part of my long-term strategy. ๐กThis also aligns with my TA. An end of wave C between $106 [---] and $102 [---] which would imply a break below the 200-day EMA and a full RSI reset. ๐ A setup weve already seen during the" [X Link](https://x.com/Darkfost_Coc/status/1972219470589407317) 2025-09-28T08:38Z [----] followers, [----] engagements "๐ One of the categories of BTC investors worth monitoring are those considered spot traders with a holding period between [--] months. They represent a subset of the STH population. ๐กThis category is quite reactive to the market especially during periods of high volatility which is why they are referred to here as on-chain traders. Today this category has returned to the unrealized profit zone after a period of testing which is positive for the market. Their realized price is around $115 [---] meaning they entered relatively late resulting in an unrealized profit of only about 4% for now. ๐" [X Link](https://x.com/Darkfost_Coc/status/1974403119913009651) 2025-10-04T09:16Z [----] followers, [----] engagements "๐ $215M in BTC short positions dominance piled up on Binance within hours " Its actually the largest negative spike since the beginning of the year with a net value of -$215M. Such extreme moves often mark excess positioning creating conditions for a potential short squeeze that could push the market in the opposite direction." Full article available on Cryptoquant link below ๐" [X Link](https://x.com/Darkfost_Coc/status/1976380050980425866) 2025-10-09T20:11Z [----] followers, [----] engagements "๐ When funding rates turns negative BINANCE ๐นBuying or considering a long position is often wise when funding rates turn highly negative especially if the price starts to trend upward. This typically signals a disbelief sentiment among traders creating strong contrarian opportunities. Examples : - Oct [--] [----] BTC surged from $28 [---] to $73 [---] - Sep [--] [----] BTC rallied from $57 [---] to $108 [---] It triggered some hours ago. This preset alert is designed for a short-term approach aiming to help investors make more informed decisions Link below ๐๐ผ" [X Link](https://x.com/Darkfost_Coc/status/1977629787196698736) 2025-10-13T06:57Z [----] followers, [----] engagements "๐Extreme fear in Altcoins : Time to accumulate The best time to gain exposure to altcoins is often when no one wants them anymore. Its precisely during these periods of disinterest that the market tends to offer the best medium-term opportunities. The chart below shows the percentage of Binance's altcoins still trading above their 200-day moving average (200 DMA) a simple yet remarkably effective indicator for identifying cycles of capitulation and recovery. ๐ฅ Today only 10% of altcoins listed on Binance remain above this key moving average. In other words 90% of the alt market is below its" [X Link](https://x.com/Darkfost_Coc/status/1977839341192827004) 2025-10-13T20:50Z [----] followers, [----] engagements "๐ The market has just entered a new phase of derivatives deleveraging. ๐ก On Bitcoin this translates into a sharp drop in Open Interest (OI) the total value of open positions across derivatives markets. The chart below highlights these phases through the 90-day change in OI. When this 90-day variation turns negative it signals a deleveraging period ๐ traders cut exposure liquidations increase and speculative activity cools down. ๐ฅ Were currently witnessing the second occurrence of the year. The previous one happened in April [----] when OI dropped by 30% over [--] days. Today were around 20%" [X Link](https://x.com/Darkfost_Coc/status/1978045427652907273) 2025-10-14T10:29Z [----] followers, [----] engagements "Although BTC continues to hover around $112 [---] the STH realized price shows that short-term holders are still panicking. The latest liquidation event really shook them up so much so that even yesterdays small price drop triggered another wave of panic. ๐ฅ Yesterday over [--] [---] BTC held at a loss by STHs were sent to exchanges more than during the actual liquidation episode. ๐ Short-term holders remain under heavy pressure. Its the third time in just a few days that weve seen such panic-driven movements. Many of them are likely very recent buyers trying to exit at break-even which makes this" [X Link](https://x.com/Darkfost_Coc/status/1978349323520729407) 2025-10-15T06:36Z [----] followers, [----] engagements "Capitulation is intensifying ๐ซ And thats something we like to see. Realized losses (7-day MA) on BTC have surged to $750 million per day one of the highest levels of this cycle comparable to what we saw during the summer [----] correction. The shortest-term investors are starting to capitulate heavily. ๐ Its important to monitor these capitulation phases as they often mark local bottoms as long as were not entering the early stage of a bear market ๐ " [X Link](https://x.com/Darkfost_Coc/status/1979632044444733844) 2025-10-18T19:33Z [----] followers, [----] engagements "@PowerHasheur Avant quil sache faire le lien de tout le patrimoine en question on a le temps ๐ Je suis curieux de voir leur quipe pour traquer des wallets et tre sr quil sagit bien de lidentit quil recherchait. Ils sont louest pour la crypto" [X Link](https://x.com/Darkfost_Coc/status/1984728988032315440) 2025-11-01T21:07Z [----] followers, 51.6K engagements "๐When Short Term Holders are selling at loss. ๐น When the ratio drops below [-----] it signals that short-term holders (STH) are selling at a loss. It's often when STH begin to capitulate that good opportunities may arise. This preset alert is designed to identify good entry points on BTC especially for DCA strategies. However it also works well for short-term trading but it doesn't provide exit signals. ๐ก Its possible to subscribe to one alert per account for free and link it to your Telegram to receive the notification there. Link below ๐๐ผ" [X Link](https://x.com/Darkfost_Coc/status/1986307010644615464) 2025-11-06T05:37Z [----] followers, 16.5K engagements "@HamsterCoinNews Need one friend please ๐ https://t.me/hamster_kombat_bOt/startstartapp=kentId7007840104 https://t.me/hamster_kombat_bOt/startstartapp=kentId7007840104" [X Link](https://x.com/Darkfost_Coc/status/1805872547914793158) 2024-06-26T07:55Z [----] followers, 16.8K engagements "๐Where Are We in This Cycle Today were taking a closer look at some key data to help us understand where we stand in the current market cycle. ๐ธ First Graph : Halving Cycle Comparison This chart compares the performance of BTC during each cycle following a halving. Interestingly the current cycle bears some resemblance to the [----] cycle. By comparing these patterns it suggests that this cycle still has room to grow ๐ธ Second metric : The Fractal Cycle Repetition Indicator This fascinating indicator breaks the four-year cycle into smaller segments : 2-year intermediate cycles 1-year" [X Link](https://x.com/Darkfost_Coc/status/1883595223005024577) 2025-01-26T19:17Z [----] followers, [----] engagements "The number of $BTC shrimp addresses is declining now sitting at roughly half the peak observed in [----] and below the levels seen during the 2022-2023 bear market. We can attribute this behavior to two main factors in my opinion : โก A portion of these small holders have increased their holdings significantly thereby transitioning into higher-tier categories. โก Bitcoin's current price action still isn't attracting enough interest to spur the creation of new shrimp addresses Historically the count of shrimp addresses has peaked during the highest price points of each cycle" [X Link](https://x.com/Darkfost_Coc/status/1891454206147723628) 2025-02-17T11:46Z [----] followers, [----] engagements "๐ $BTC retails Investor demand is brewing. ๐ The 30-day demand change has surged back to the neutral zone around 0% indicating renewed interest from retail investor. This marks a significant shift from the previous highly negative value of approximately -21% a level not seen since [----]. Notably past instances of recovering retail demand have often coincided with upward price movements in the short-term. -- For example in July [----] when it reached -19% before starting to recover it took three months for the price to react. If history repeats a potential price response may still take time to" [X Link](https://x.com/Darkfost_Coc/status/1893724512664920545) 2025-02-23T18:08Z [----] followers, [----] engagements "The net realized profit and loss are now balanced with realized profits almost matching realized losses. Realized profits have dropped sharply and some investors have begun realizing losses as $BTC continues to decline. This suggests that selling pressure could continue to decline and potentially indicating a market reset almost done" [X Link](https://x.com/Darkfost_Coc/status/1898858034048159935) 2025-03-09T22:06Z [----] followers, [----] engagements "Bitcoin traders have continued to realize losses since early February. These losses have now reached levels not seen since the FTX crash and are even higher than those recorded during the [----] correction. In this context Bitcoin traders refer to wallets holding BTC for between [--] and [--] months" [X Link](https://x.com/Darkfost_Coc/status/1908515344052084782) 2025-04-05T13:41Z [----] followers, [----] engagements "๐จ We've just witnessed the largest $BTC long liquidation event since the beginning of this bull cycle. On April [--] approximately [--] [---] Bitcoin in long positions were liquidated marking the biggest single-day long wipeout of the entire bull run so far. This is a clear reminder that we need to stay cautious during periods of rising volatility like today. Take care and preserve your capital ๐๐ผ" [X Link](https://x.com/Darkfost_Coc/status/1909531760066523418) 2025-04-08T09:00Z [----] followers, [----] engagements "๐จ Time to DCA Altcoins This chart is a valuable tool for identifying favorable periods to buy or sell altcoins. It compares the aggregated 30-day Altcoin trading volume for Stablecoin quote pairs to its annual average. ๐๐ผ Weve just entered a buying zone defined by 30-day volumes falling below the yearly average. The last time we saw these values was in September [----] right after the end of the Bear market. ๐ก Such periods can last for several weeks or even months but historically theyve consistently offered attractive opportunities to start a DCA strategy" [X Link](https://x.com/Darkfost_Coc/status/1910295111440773394) 2025-04-10T11:33Z [----] followers, 12.3K engagements "๐จ BINANCE TRADER IN DISBELIEF ๐ Don't sleep on this we dont get setups like this very often. While Bitcoin is delivering a daily performance of nearly 5% investors on Binance don't seem to believe this rally will last. Whiereas BTC continues to climb funding rates on Binance have turned negative currently sitting at around [------] at the time of writing. โ Since the beginning of this cycle such low funding rates have only occurred twice : โก On October [--] [----] when BTC surged from $28 [---] to $73 [---] โก On September [--] [----] when BTC moved from $57 [---] to $108 [---] If investors behavior remains" [X Link](https://x.com/Darkfost_Coc/status/1914769908920877448) 2025-04-22T19:54Z [----] followers, 17.6K engagements "It had been exactly two months since STH were sitting on unrealized losses with their MVRV remaining below [--]. Today with BTC 's price rising above their realized price (around $92 300) STHs are back in profit territory. ๐ฏThis is a key condition for the continuation of a sustainable uptrend. However there's no doubt that some will take this opportunity to sell quickly fearing a return to losses. ๐ Still it's an encouraging sign" [X Link](https://x.com/Darkfost_Coc/status/1915880130737803446) 2025-04-25T21:26Z [----] followers, [----] engagements "I've seen a lot of posts and comments lately claiming that people are bullish even euphoric So let's take a closer look together.๐ ๐ธFEAR AND GREED INDEX : After a period of fear we can see that with $BTC 's recent price recovery market sentiment has improved. โก Today it sits around [--] which is still a fairly neutral level. This suggests that while most participants remain cautious about the market they are leaning more toward a positive outlook. ๐ธSENTIMENT ON X AND NEWS : The general sentiment across Crypto Twitter (CT) is quite similar to what we've observed with the Fear and Greed Index." [X Link](https://x.com/Darkfost_Coc/status/1916211518229672136) 2025-04-26T19:23Z [----] followers, [----] engagements "The Stablecoin Supply Ratio (SSR) is a valuable indicator for assessing and comparing the liquidity available in the market relative to Bitcoins market capitalization. ๐กIt is calculated by dividing Bitcoins market cap by the market cap of stablecoins then smoothed using a 200-day moving average. ๐ Currently the SSR is sitting within the lower blue band indicating that liquidity is abundant and ready to be deployed. We haven't yet seen a clear "๐ตcool zone " signal as the SSR is already starting to trend upward wich is a potential sign that capital is beginning to flow back into the market." [X Link](https://x.com/Darkfost_Coc/status/1917117258964340911) 2025-04-29T07:22Z [----] followers, [----] engagements "Where are retails ๐ Retail investors are still largely absent even though BTC is now only about 5% away from its previous ATH. In this analysis we define retail as transactions involving volumes between $0 and $10 [---]. ๐ Historically weve seen that spikes in retail demand tend to occur near market tops. Conversely during corrections demand from these investors often remains low. ๐ก-- For example between June and September [----] despite the market offering attractive opportunities retail demand was notably weak. -- Interestingly the current setup resembles what we observed during the previous" [X Link](https://x.com/Darkfost_Coc/status/1921118377260540150) 2025-05-10T08:21Z [----] followers, [----] engagements "โ After the recent market correction the spot net volume delta on Binance has turned positive again This signals that buying activity is picking up on spot markets but more importantly that selling pressure has significantly declined even with BTC trading above $100 [---]. However historically when spot volumes on Binance rise too quickly and too sharply it has often coincided with local market tops. We can attribute this surge in volume is usually driven by two main factors : ๐ธA wave of euphoria pushing investors to downplay risk and chase further gains. ๐ธAccelerated profit-taking especially" [X Link](https://x.com/Darkfost_Coc/status/1924194165081944126) 2025-05-18T20:03Z [----] followers, [----] engagements "It is essential to monitor the behavior of Long-Term Holders (LTH) and Short-Term Holders (STH) and compare them to improve your understanding of what is happening in the market. ๐ก-- It is often said that its better to follow the LTHs who typically represent a more experienced category of investors as theyve been holding their coins for more than six months. In contrast STHs hold their coins for less than six months and so this group includes newcomers to the market and is therefore considered the most reactive and volatile category. -- So lets take a look at the accumulation Vs distribution" [X Link](https://x.com/Darkfost_Coc/status/1927129542964953303) 2025-05-26T22:27Z [----] followers, [----] engagements "We've often heard that this cycle feels different and when it comes to Bitcoin network activity it truly is. This is the first bull cycle where we are not seeing an increase in on-chain activity. In fact the number of active addresses has been steadily declining since the [----] top. Typically after a bear market network activity picks up again. That has not happened since [----]. It's striking to see that the number of active addresses has been cut in half since [----] dropping from [----] million to [------] (50-day MA). ๐ก A sharp drop was observed in early [----] which coincides with the introduction" [X Link](https://x.com/Darkfost_Coc/status/1939372521633325272) 2025-06-29T17:16Z [----] followers, [----] engagements "๐ To demonstrate the dominance of BTC futures volumes on Binance one simply needs to compare them to the spot market volumes. -- Since Binance currently concentrates the largest share of total volume this provides a fairly relevant perspective.-- This ratio spot futures volume on Binance has averaged around [----] since [----] meaning that for every $1 invested in Binance spot market approximately $4 go into Binance futures market. ๐ We're clearly dealing with an increasingly speculative market. Taking this ratio into account the following chart highlights periods where either spot or futures" [X Link](https://x.com/Darkfost_Coc/status/1941535105190703544) 2025-07-05T16:30Z [----] followers, [----] engagements "This chart shows the weekly average of realized profits on BTC. ๐ฅ Profit-taking has increased since the end of July reaching a peak of approximately $3.3 billion. This surge in realized profits was largely driven by the heavy selling of old BTC which has made headlines recently. These sales began around July [--] and [--] and they clearly explain the 7-DMA profit spike observed on the chart. ๐ Interestingly profit-taking has started to decline since then. If this trend continues it could now give Bitcoin some room to breathe" [X Link](https://x.com/Darkfost_Coc/status/1948110755481727315) 2025-07-23T19:59Z [----] followers, [----] engagements "๐ BTC appears to be undervalued according to the NVT Golden Cross indicator. The BTC NVT Golden Cross indicator is used to evaluate Bitcoin's valuation relative to its on-chain activity. ๐น A value above [---] suggests that the market cap is outpacing transaction volume and so potentially signaling a reversion to the mean. ๐น Conversely a value below [----] indicates that the market may be undervalued and is likely to revert to its mean value soon. Currently the NVT remains in negative territory and even reached [----] on July [--] which is a very low value. ๐๐ผ Such levels are often followed by a" [X Link](https://x.com/Darkfost_Coc/status/1949468401048416758) 2025-07-27T13:54Z [----] followers, [----] engagements "โ Demand is still here Some investors are probably starting to worry given the recent price drop especially STH who are now either forced to realize losses or hold underwater positions. To assess whether the situation could worsen significantly analyzing current demand is essential. ๐น Apparent demand This chart compares new BTC issuance to over 1-year inactive supply highlighting what we call apparent demand. When the ratio drops below zero it means demand has turned negative; conversely when it rises above zero it signals positive demand. Currently demand remains clearly positive with" [X Link](https://x.com/Darkfost_Coc/status/1952006865962819989) 2025-08-03T14:01Z [----] followers, [----] engagements "๐ After a sharp increase in open interest to over 20% on average weekly reaching its peak on July [--] it has since dropped significantly turning negative. ๐ฅ The current weekly average stands at -2.2% indicating that short-term risk appetite has clearly diminished. Liquidations play a crucial role in this observation. Quite often when open interest drops sharply in the short term while liquidations also spike entering a long position in that area can turn out to be a fairly profitable strategy. ๐ก It is not a precise signal but rather a good way to gauge whether the period is favorable for" [X Link](https://x.com/Darkfost_Coc/status/1954655625218302401) 2025-08-10T21:26Z [----] followers, [----] engagements "๐ด In the short term we are currently seeing a strong decrease in buying pressure coming from the derivatives market. The Net Taker volume is largely negative today indicating that buy-side position volumes have significantly decreased on a 30-day moving average. ๐ก This is quite an effective tool to help read whats happening in the derivatives order book and extract the prevailing sentiment. This is a rather negative sign in the short term but it can also help in preparing a buying strategy when it reaches critical levels like todays. ๐ However its important to first wait for buying" [X Link](https://x.com/Darkfost_Coc/status/1955135957054652459) 2025-08-12T05:15Z [----] followers, [----] engagements "BTC Short-Term Holders are struggling. Since November/December [----] the average profit realized by STH hasnt exceeded 5% meaning their SOPR hasnt gone above [----]. ๐กThe SOPR (Spent Output Profit Ratio) is a tool that measures the average profit or loss realized when a UTxO is spent. ๐ฅ Currently the STH SOPR remains stuck at the neutral ratio of [--]. A large share of STH seem to have entered the market quite late once again leaving them with no choice but to keep holding in the hope of eventually making a profit. Its worth noting that over the last [--] months Bitcoin has spent much of its time" [X Link](https://x.com/Darkfost_Coc/status/1957311794977874254) 2025-08-18T05:21Z [----] followers, [----] engagements "Lately I keep seeing people pointing to ETFs as the main driver of the crypto market. The reality looks very different once you break down BTC volumes and Im still surprised this narrative keeps spreading. Yes there are moments when ETF flows have a stronger impact especially when compared to spot market volumes. And to be fair ETFs might be playing a bigger role for ETH (though that still needs to be verified). ๐ฅ But the truth is that the market is shaped in the casino the derivatives and the longer we go the sharper this contrast becomes. Heres todays picture : ๐กFutures volume: $90B" [X Link](https://x.com/Darkfost_Coc/status/1961087557279596793) 2025-08-28T15:24Z [----] followers, 11.4K engagements "๐ Following todays liquidations the correction on BTC almost perfectly came to test the STH realized price around $111 [---]. Throughout this bull run the STH realized price has acted as a true rhythm indicator. During each correction it has often served as support. However during deeper corrections it has also frequently been breached in order to put STH to the test as if it were a normal step in the process. ๐ These challenging phases for STH have consistently offered a good DCA opportunity on BTC so far and it wouldnt be surprising to see this happen again in the short term" [X Link](https://x.com/Darkfost_Coc/status/1970240701091754327) 2025-09-22T21:36Z [----] followers, [----] engagements "๐A new phase of disbelief on the horizon When a correction comes to an end and a new trend starts to take shape the market often enters what we call a phase of disbelief. Its that moment when investors still shaken by the previous downturn struggle to believe that the trend could truly turn bullish again. This behavior becomes particularly visible in the derivatives market and one of the clearest ways to observe it is through BTC funding rates. ๐ฅ On Binance which still dominates futures trading volumes funding rates remain negative a clear sign that short positions continue to lead. Over" [X Link](https://x.com/Darkfost_Coc/status/1980002439526076555) 2025-10-19T20:05Z [----] followers, 17.5K engagements "๐ This is probably the one data point that bothers me the most when it comes to being 100% bullish right now. After a peak of [--] [---] BTC in realized profits from LTHs theyre still realizing around [--] [---] BTC in profits today which remains relatively high. ๐ก Just to clarify why I look at profits in BTC terms rather than USD ๐its the best way to compare profit-taking across different cycles without being distorted by price appreciation. Measuring in dollars would automatically inflate perceived profits as price rises which can be misleading. We can find some comfort in the fact that LTHS are" [X Link](https://x.com/Darkfost_Coc/status/1981448992019141116) 2025-10-23T19:53Z [----] followers, [----] engagements "๐ This is probably one of the charts i care about the most when thinking about the continuation of this cycle. It correlates BTC price movements with the DXY (the US dollar) and bond yields. Its like a macroeconomic map that helps evaluate the monetary environment in which BTC operates. What this chart highlights is that BTC like other risk assets performs when macro conditions are favorable. We consider favorable conditions to be : โก A declining DXY as predicted by Trump. BTC tends to perform well when the DXY drops sharply though this hasnt happened yet compared to previous cycles. โก A Fed" [X Link](https://x.com/Darkfost_Coc/status/1981844545806483606) 2025-10-24T22:05Z [----] followers, [----] engagements "โ The BTC Stablecoin reserve ratio on Binance Is flashing a buy signal. Following the liquidation event on October 10th the market was heavily shaken. The spillover into the derivatives markets also affected the spot market with significant moves seen across multiple levels. Some took the opportunity to accumulate while others preferred to hedge and rotate into stablecoins. As a result we saw major shifts within Binance reserves both in stablecoins and BTC holdings. But one clear trend emerges from all the noise. The BTC/Stablecoin reserve ratio on Binance is flashing a buy signal for the" [X Link](https://x.com/Darkfost_Coc/status/1983282499049406682) 2025-10-28T21:19Z [----] followers, [----] engagements "๐ Addresses accumulating BTC are reaching record levels. With more than [------] BTC accumulated over a 30-day change these accumulator addresses have just set a new all-time high in BTC purchases. ๐ฅ Just yesterday alone over [-----] BTC were added by this type of address. Even though overall demand has slowed that is not the case for these investors. In less than two months the monthly average has more than doubled increasing from [------] to [------] BTC demonstrating that this trend is accelerating. ๐กAccumulator addresses are defined as wallets that have made at least two transactions with a" [X Link](https://x.com/Darkfost_Coc/status/1985983159637258657) 2025-11-05T08:10Z [----] followers, 14K engagements "STHs Unrealized profit/loss ratio just reached its lowest value of this entire cycle. ๐ฅ With a ratio sitting at [-----] STH have never been under so much pressure. The amount of unrealized losses is massive and clearly shows that the STH cohort is deeply underwater. These are the kind of conditions that usually squeeze the weakest hands out of the market forcing them to capitulate and exit at the worst possible moment. ๐ Historically these phases tend to appear right before the market starts recovering during bullish impulses. โ Now of course Bitcoin is currently going through a period of" [X Link](https://x.com/Darkfost_Coc/status/1987649725479244184) 2025-11-09T22:33Z [----] followers, [----] engagements "Wow I had not paid attention but short term holders were really exhausted in early November ๐ฎ๐จ This chart illustrates moments when selling pressure is exhausted by taking latent profits and volatility into account. (I will not lie I cannot say much more about this chart because on Checkonchain we do not have access to the query or the tables so it is hard to be precise.) But the main idea is fairly simple and we can observe a strong squeeze on STHs' one of the strongest ever seen in a market that has been among the least volatile. ๐ This exhaustion suggests that the majority has already" [X Link](https://x.com/Darkfost_Coc/status/1988009679805403310) 2025-11-10T22:23Z [----] followers, [----] engagements "Since the last all time high around $126 [---] we are now witnessing the biggest panic move from short term holders. ๐ฅ Almost [--] [---] BTC have been sent to exchanges at a loss by STH. I even expect this number to exceed [--] [---] BTC by tomorrow. This is a clear sign of capitulation among short term holders who are losing confidence and prefer to exit the market. ๐ Assuming these [--] [---] BTC were actually sold the selling pressure generated today would be close to $6 B" [X Link](https://x.com/Darkfost_Coc/status/1989459257981382785) 2025-11-14T22:23Z [----] followers, 110.5K engagements "Capitulation continues and realized losses are rising sharply. ๐ฅ Net realized losses averaged over one week have reached $722 M today and are still increasing. For comparison realized losses peaked at $789 M in August [----] and exceeded $1 B in March this year. Each time this happened it occurred right before the correction ended and the same pattern emerges again with a two step capitulation. We might be repeating this structure once more but for now the situation still looks complicated. โ Realized losses keep rising while selling pressure from LTHs shows no real signs of easing even though" [X Link](https://x.com/Darkfost_Coc/status/1989625636822901138) 2025-11-15T09:24Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Darkfost_Coc DarkfostDarkfost posts on X about bitcoin, in the, binance, market the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence cryptocurrencies #3498 finance 30.77% exchanges #1581 stocks 3.5% technology brands 2.8% currencies 2.1%
Social topic influence bitcoin #1493, in the 15.38%, binance #384, market #1500, level 10.49%, selling pressure #52, we are 9.09%, more than #2151, holders #124, strong #2941
Top accounts mentioned or mentioned by @cryptoquantcom @cryptoquant_com @idaepyo243992 @defi_dude @panamaxbt @axeladlerjr @gstradingteam @m_haas27 @0xpreneur @cryptohaaster @cryptoquant_jp @cryptoquantjp @osagicrypto @nexo @agent_sungenx @joaomatos78 @jamaartun @lookonchain @onchainintelai @frankafetter
Top assets mentioned Bitcoin (BTC) Coinbase Global Inc. (COIN) Ethereum (ETH) Pepe (PEPE)
Top posts by engagements in the last [--] hours
"http://x.com/i/article/2020426474122084352 http://x.com/i/article/2020426474122084352"
X Link 2026-02-08T09:31Z [----] followers, [----] engagements
"DATA MACRO US : LABOR MARKET - Non Farm Payrolls JAN : 130K Previous 48K Forecast 40.0K ๐จ - Unemployment Rate JAN : 4.3% Previous 4.4% Forecast 4.5% ๐จ Many people will say that falling unemployment and job creation are positive because they reduce the risk of a recession and that is true. But this data does not help risk markets because it suggests that tensions in the labor market are easing and stabilizing which reinforces the Feds wait and see stance. ๐ Rate cuts at the next FOMC meeting will be unlikely if inflation does not start to come down."
X Link 2026-02-11T13:52Z [----] followers, [----] engagements
"โ On January 23rd we observed a spike in UTXOs spent by STHs. Block [------] contained several UTXO consolidation transactions that put roughly [------] BTC in motion. ๐ก UTXO stands for Unspent Transaction Output. Its the mechanism that ensures a BTC is only sold once and allows us to determine when it was bought and at what price. These BTC were not sold. They were sent from an address back to the same address purely to aggregate the UTXOs held by that address. ๐ In total around [------] BTC came from the 3m6m age band [-----] BTC from the 1m3m band and [-----] BTC from the 1w1m band. All BTC aged"
X Link 2026-01-28T07:22Z [----] followers, [----] engagements
"๐ 5.7k BTC in monthly inflows to Binance a historically low level since [----] ๐ After experiencing a drawdown of more than 30% from BTCs latest all time high we can observe a clear contraction in BTC flows toward Binance. Historically the average monthly BTC inflow to Binance has been around [-----] BTC. Today this average has been cut in half with only about [----] BTC per month flowing into the exchange a level that has not been seen since [----]. More interestingly for several months now inflows have remained consistently below this historical average of [-----] BTC suggesting that the current"
X Link 2026-01-28T10:26Z [----] followers, [----] engagements
"Gold Is quietly crushing the S&P [---] ๐ฅThe last time this trend was this directional was after [----] following the burst of the dot-com bubble. An interesting chart to compare the return on investment between gold and the S&P. ๐ Over the past two years meaning since February [----] it was better to be exposed to gold than to the S&P. Thats pretty wild to say considering the S&P delivered roughly a 45% return over that period. Yet gold exceeded all expectations. Yes yes even after yesterdays correction gold has tripled the S&Ps performance over the same timeframe. This doesnt happen very often."
X Link 2026-01-30T19:35Z [----] followers, [----] engagements
"๐Global demand in the crypto market remains weak. For the past two weeks ETFs have been recording continuous outflows. The DATS that were previously racing to launch BTC reserves have gone quiet aside from Strategy and on the stablecoin side conditions are not improving either. The change in USDT market cap has now reached levels as low as those seen at the exit of the bear market following a sharp decline. ๐ดThe 60-day average change in USDT market cap has dropped from $15.9B at the end of October to less than $1B today. This highlights the current lack of incoming liquidity in the crypto"
X Link 2026-01-30T22:12Z [----] followers, [----] engagements
"@cryptoquant_com Live chart by @JA_Maartun https://cryptoquant.com/analytics/query/67c95b608e0fc81fdd77f7efv=67c95b608e0fc81fdd77f7f2 https://cryptoquant.com/analytics/query/67c95b608e0fc81fdd77f7efv=67c95b608e0fc81fdd77f7f2"
X Link 2026-01-30T22:12Z [----] followers, [---] engagements
"๐ด Weve reached a point where current losses and profits are at levels typically seen during a bear market. The situation does not seem to be improving and is pushing even more investors and in this case UTXOs into loss. This chart illustrates the situation using a ratio that compares UTXOs in loss versus those in profit. โก When this ratio becomes very high (๐ฃ) it indicates that profits are starting to weigh on the market increasing the risk of a sell-off as those profits may be realized. โก Conversely when losses become increasingly dominant the ratio drops sharply. When it reaches certain"
X Link 2026-01-31T12:39Z [----] followers, 17.3K engagements
"๐ Since yesterdays session alone which saw BTC drop by 6.6% we are now witnessing the largest drawdown of this cycle. ๐ฅ From the latest all-time high around $126000 BTC has now undergone a 36.9% correction marking the deepest pullback of the current cycle. That said this cycle still remains the one with the mildest corrections so far. For comparison once BTC has entered a bear market the total drawdown in each past cycle has always exceeded 75%. https://twitter.com/i/web/status/2017870758488277066 https://twitter.com/i/web/status/2017870758488277066"
X Link 2026-02-01T08:00Z [----] followers, 25.7K engagements
"The October 10th event is really the one that pushed BTC into a bear market. Im not trying to justify it because in every bear market you can always find specific events that could explain why this time was different. But that October 10th day had a major impact on the market. ๐ฅ In a single day around [-----] BTC were wiped out from Open Interest bringing it back to its April [----] levels. Thats the equivalent of more than six months of Open Interest accumulation erased in one session. Since then Open Interest has been stagnating and struggling to rebuild. Liquidity destruction in an already"
X Link 2026-02-02T14:28Z [----] followers, [----] engagements
"@Bitcapital_ch @cryptoquant_com It needs to be rebuilt and it can takes months"
X Link 2026-02-02T14:58Z [----] followers, [---] engagements
"๐ด Short-Term Holders have been capitulating over the past few days. In the last [--] hours more than [-----] BTC have been sent to exchanges at a loss. ๐ฅ Yesterday that figure even reached [-----] BTC. At current prices this represents roughly $4B. This potential selling pressure appears to have impacted the market today. When large amounts of BTC are sent to exchanges it is mainly for selling purposes. https://twitter.com/i/web/status/2018724088668205157 https://twitter.com/i/web/status/2018724088668205157"
X Link 2026-02-03T16:31Z [----] followers, 24.5K engagements
"@CryptoQuant_JP ๐ซก"
X Link 2026-02-04T09:20Z [----] followers, [---] engagements
"Live chart @ki_young_ju https://cryptoquant.com/analytics/query/673d97b9114d3c55e687c91av=673d97cee1767374b970e4a4 https://cryptoquant.com/analytics/query/673d97b9114d3c55e687c91av=673d97cee1767374b970e4a4"
X Link 2026-02-04T22:48Z [----] followers, [----] engagements
"โ Its getting worse and worse on the STH side. The amount of BTC being sent to exchanges keeps rising and is now approaching [-----] BTC over the past [--] hours. It is the largest inflow since the beginning of the year which is significantly contributing to selling pressure. ๐ด All of these BTC were moved at a loss by STH. The correction is so severe that no BTC in profit is being moved by LTH. This is a full capitulation"
X Link 2026-02-05T07:02Z [----] followers, 34.5K engagements
"@CryptoQuant_JP ๐ซก"
X Link 2026-02-06T05:51Z [----] followers, [--] engagements
"Thank you very much Tugce Im not sure I fully understand what you mean. To start with what distinction are you making between BTC thats in red and BTC at a loss Also the illiquid or lost supply is barely moving and remains far from being the majority. So to me its a non factor when you compare it to [----] if you see what I mean. Then how do you define illiquid in your framework and how did you extract it from the realized price youre showing If it represented more than 50% of the total supply you would obviously be right to highlight that point but here I think its still negligible."
X Link 2026-02-06T16:38Z [----] followers, [---] engagements
"@panamaXBT @cryptoquant_com @JA_Maartun Thx fren ๐"
X Link 2026-02-06T16:38Z [----] followers, [--] engagements
"๐Despite movements that may have distorted the MVRV such as large UTXO consolidations including more than [------] BTC by Coinbase I still find it interesting to analyze the signal it is sending today. This chart is not simply showing the raw MVRV which compares Bitcoins market cap calculated as price multiplied by supply with its realized value which reflects the realized price in the market meaning the price of each BTC when it last moved. -๐กInstead this approach identifies where the current MVRV stands relative to its evolution within the present cycle. In other words it does not rely only"
X Link 2026-02-06T20:06Z [----] followers, [----] engagements
"@cryptoquant_com A great chart by @AxelAdlerJr https://cryptoquant.com/analytics/query/68b29de9ff47c52ba0ab2392v=68b29deaff47c52ba0ab2393 https://cryptoquant.com/analytics/query/68b29de9ff47c52ba0ab2392v=68b29deaff47c52ba0ab2393"
X Link 2026-02-06T20:09Z [----] followers, [---] engagements
"๐จ OG Whale 19D5 (Hyperliquid whale) is back in action after [--] months of inactivity. This morning the old whale I previously linked to Bixin became active again. ๐ She moved around [----] BTC ($340M) to a new address which has already sent [---] BTC to Binance. Selling [----] BTC is not massive but over a weekend it can create some selling pressure given the lower volumes. ๐คฒ OG Whale 19D5 still holds nearly [-----] BTC ($2B). ๐จ OG whale 19D5 (Hyperunit seller and shorter) is highly active this morning. I think this whale will keep defending its short position and continue feeding it by sending BTC"
X Link 2026-02-07T07:51Z [----] followers, [----] engagements
"@osagicrypto @cryptoquant_com @lookonchain @arkham Trend research Yes I know about garret but is this confirmed"
X Link 2026-02-07T08:42Z [----] followers, [---] engagements
"@RobynHD @lookonchain They have sent BTC to Binance as well ๐
https://x.com/darkfost_coc/status/2020042751660744964s=46 ๐จ OG Whale 19D5 (Hyperliquid whale) is back in action after [--] months of inactivity. This morning the old whale I previously linked to Bixin became active again. ๐ She moved around [----] BTC ($340M) to a new address which has already sent [---] BTC to Binance. Selling [----] https://t.co/FCkBnyaf9x https://x.com/darkfost_coc/status/2020042751660744964s=46 ๐จ OG Whale 19D5 (Hyperliquid whale) is back in action after [--] months of inactivity. This morning the old whale I previously"
X Link 2026-02-07T09:53Z [----] followers, [---] engagements
"Chart by @joao_wedson https://cryptoquant.com/analytics/query/65fdf974a3be2268b3e0befdv=65fdfa6203ae7e44ef15d1f8 https://cryptoquant.com/analytics/query/65fdf974a3be2268b3e0befdv=65fdfa6203ae7e44ef15d1f8"
X Link 2026-02-07T12:31Z [----] followers, [----] engagements
"@onchainIntelAI @cryptoquant_com @AxelAdlerJr As usual"
X Link 2026-02-07T20:36Z [----] followers, [---] engagements
"Major macro us data for this week : - Tuesday : ๐นADP Employment Change Weekly ๐นRetails sales ๐นExport/Import Prices DEC ๐นBusiness Inventories MoM - Wednesday : ๐นNon Farm Payrolls ๐จUnemployment Rate ๐นAverage Hourly Earnings - Thursday : ๐นJobless Claims ๐นExisting Home Sales - Friday : ๐จCore Inflation Rate (What's your bet @truflation ) https://twitter.com/i/web/status/2020489408487559433 https://twitter.com/i/web/status/2020489408487559433"
X Link 2026-02-08T13:26Z [----] followers, [----] engagements
"Since the start of the correction BTC has put all STH under pressure and is now beginning to test LTH. With a cost basis of $103188 and $85849 the first LTH cohorts the 6m-12m and 12m-18m holders are already under water. However price has reacted after reaching the realized price of older holders the 18m-2 year cohort whose realized price sits at $63654. This is likely an area of interest for these holders. Still that is not exactly what this chart shows as the upward trend in their cost basis indicates actually that more holders with higher cost basis have continued to age their coins."
X Link 2026-02-08T16:21Z [----] followers, [----] engagements
"https://cryptoquant.com/quicktake/6988ec5463d8c427644249f2-Bitcoin-drop-sparks-a-wave-of-retail-panic https://cryptoquant.com/quicktake/6988ec5463d8c427644249f2-Bitcoin-drop-sparks-a-wave-of-retail-panic"
X Link 2026-02-08T20:06Z [----] followers, [---] engagements
"๐ด BTC is still facing strong selling pressure in the derivatives market. The Net Taker Volume on a monthly average basis has turned negative again. After a period of calm between November and January when buyers briefly regained some control ($36M) we are now back to clear selling dominance reaching -$272M today. What is particularly concerning is the gradual acceleration of this trend which will require even stronger spot demand to counterbalance it. Futures volumes continue to drive the market given the gap with spot volumes and ETF inflows. ๐ Considering the current environment and the"
X Link 2026-02-09T10:30Z [----] followers, [---] engagements
"@CryptoQuant_JP ๐ซก"
X Link 2026-02-09T14:46Z [----] followers, [--] engagements
"@JupiterExchange @SushiSwap I hope to see one day ; Now available on Jupiter mobile Our perp feature need it so much @kashdhanda you know it"
X Link 2026-02-10T18:23Z [----] followers, [---] engagements
"๐จ $PEPE UPDATE๐จ #pepecoin seems to has ended his correction wave [--]. So it's time for an update. First we can see that $PEPE did the same structure in April so expecting a bounce after that pull back is relevant. We've got a wave [--] that reached the [-----] so i'm expecting about the same for wave [--]. [-----] corresponding to target [--]. Let's see what will happen next but for now $PEPE is doing what we planed. #Crypto #memecoin #Pepecommunity As you asked for it let's go for the $PEPE chart analysis. First on the weekly frame $PEPE surged for 1400% ๐คฏ Now it seemed to has reached the end of wave 3"
X Link 2024-06-30T13:34Z [----] followers, [----] engagements
"๐ On a medium-term view we can see that the selling pressure coming from derivatives has significantly decreased. ๐ก The net taker volume compares the size of sell and buy orders on derivative markets. When it is largely negative it indicates that sell volumes are much higher than buy volumes reflecting a genuinely bearish sentiment among investors. During bull market phases when extreme levels are reached its often an interesting time to take a position. Thats exactly what I did at the end of August. ๐ Today the monthly average of net taker volume has moved from an extreme low of $400"
X Link 2025-10-07T09:47Z [----] followers, [----] engagements
"OGs have never sold as much as they have during this cycle. Since BTC is still a relatively young asset Ive chosen to consider OGs as addresses (UTXOs) holding BTC for more than [--] years ๐ค ๐ก UTXO stands for Unspent Transaction Output. Its the mechanism that ensures a BTC is only sold once and allows us to determine when it was bought and at what price. Once spent it becomes an STXO (Spent Transaction Output) meaning it has been used. ๐ฅ In this cycle we can see that STXOs (90dma) coming from OGs have never been higher with a record in [----] of [----] BTC on average spent each day by these OGs."
X Link 2025-11-15T22:48Z [----] followers, [----] engagements
"BTC is entering a critical moment today one that is creating doubt and putting real pressure on some investors. Thats why I want to take a moment to walk through the current situation together exactly as I see it through the data I work with every single day and that Ive also shared with you. And just to set expectations this is not one of the short articles I usually write for CryptoQuant. This is a long-form deep dive. Were going through the entire context so grab a good coffee before diving in. My method is always based on fractal analysis just like in technical analysis. Well start with"
X Link 2025-11-16T21:44Z [----] followers, 47.9K engagements
"๐ Investor behavior evolves as Bitcoin volatility climbs. As Bitcoins correction continues volatility is also starting to rise. In an environment shaped by macroeconomic uncertainty with still incomplete data following the shutdown and heightened geopolitical tensions it is logical to see additional stress emerging in an already fragile crypto market. This instability is further amplified by the excess leverage present in derivatives markets. The chain liquidations that can result mechanically intensify price movements and reinforce volatility. ๐ Since the end of summer Bitcoins volatility"
X Link 2026-02-12T21:35Z [----] followers, [----] engagements
"@coinbase Hiring data analyst ๐"
X Link 2026-02-13T16:49Z [----] followers, [---] engagements
"๐ด We are approaching the level of supply in loss seen during the previous bear market. In November [----] roughly [----] million BTC were being held at a loss. ๐ฅ Today more than [---] million BTC are held at a loss while about [----] million BTC remain in profit. We are nearing a point where as much BTC is held at a loss as in profit a situation that last occurred near the end of the [----] bear market. It is worth noting that the correction has been so severe that the increase in supply held at a loss has occurred very rapidly. https://twitter.com/i/web/status/2019798128770097426"
X Link 2026-02-06T15:39Z [----] followers, 15.6K engagements
"@FrankAFetter @_checkonchain Buying since days now ๐ค Weekly RSI looks good too"
X Link 2026-02-07T15:21Z [----] followers, [---] engagements
"๐ด Yesterday marked the largest panic driven move by short term holders since the start of this correction. ๐ฅ On a daily average basis STHs sent more than [-----] BTC about $6B to exchanges at a loss while Bitcoin dropped below $65000. When short term holders move BTC to exchanges it is typically with the intention of selling. This move represents a true capitulation from STHs who panicked as Bitcoin pushed deeper to the downside. ๐ Emotional and unprepared reactions like these are often the worst decisions investors can make. https://twitter.com/i/web/status/2020219239005851907"
X Link 2026-02-07T19:32Z [----] followers, 19.5K engagements
"๐ Bitcoin drop sparks a wave of retail panic. "On February [--] inflows from shrimps to Binance exceeded [----] BTC in a single day while their monthly average was closer to [---] BTC. Such a spike had not been seen since July [----] when Bitcoin was still advancing toward new all time highs." Full article on Cryptoquant link below ๐"
X Link 2026-02-08T20:06Z [----] followers, 24K engagements
"๐ด Realized losses continue to heavily dominate the market suggesting that many investors bought near the recent tops. We are even seeing some DATs who bought at much higher levels choosing to sell their BTC. BTC is not for everyone ๐ฅ Today the realized profit to loss ratio stands at [----] meaning that for every $1 of realized profit $4 of losses are being realized at the same time which is significant. The [--] day moving average of this ratio is now reaching bear market levels. For comparison the annual average ratio sits at [----] indicating that profit taking remains largely dominant over the"
X Link 2026-02-10T08:33Z [----] followers, 14.2K engagements
"@CryptoSapiens @cryptoquant_com @AxelAdlerJr True"
X Link 2026-02-10T09:59Z [----] followers, [---] engagements
"Right now we are seeing liquidity in the crypto market continue to contract which is why we are observing more and more burns from stablecoin issuers. Since Bitcoins market cap has increased significantly during this cycle it requires a certain level of circulating liquidity to maintain that valuation. ๐จ As long as we keep seeing stablecoin outflows and a decline in their market cap any rebound in BTC will likely remain temporary. That said liquidity can flow back in quickly if the broader environment improves and allows investors to look ahead to a more positive outlook. This weeks"
X Link 2026-02-10T11:17Z [----] followers, [----] engagements
"Yes but there are no incentive to engage this liquidity rn. Moreover stablecoin MC continue to decline wich means that the liquidity available is decreasing as well. As long as BTC MC keep falling in the same time SSR will remain low even if the liquidity is drying up. SSR works well during bull market. https://twitter.com/i/web/status/2021212917480259987 https://twitter.com/i/web/status/2021212917480259987"
X Link 2026-02-10T13:21Z [----] followers, [--] engagements
"@ChartNaif @cryptoquant_com @AxelAdlerJr This is a pure data not an index so yes"
X Link 2026-02-10T18:17Z [----] followers, [--] engagements
"Sorry but this doesnt make sense. Stablecoin transactions on Ethereum cant explain price growth. Yes we are seeing stablecoin transactions but most of them are exchange outflows protocol burns and selling into stablecoins that are then sent to wallets. All of these bearish moves are being counted as stablecoin transactions. https://twitter.com/i/web/status/2021307272438120481 https://twitter.com/i/web/status/2021307272438120481"
X Link 2026-02-10T19:36Z [----] followers, [--] engagements
"Sorry but this doesnt make sense. Stablecoin transactions on Ethereum cant explain price growth. Yes we are seeing stablecoin transactions but most of them are exchange outflows protocol burns and selling into stablecoins that are then sent to wallets. All of these bearish moves are being counted as stablecoin transactions. https://twitter.com/i/web/status/2021307307729232302 https://twitter.com/i/web/status/2021307307729232302"
X Link 2026-02-10T19:36Z [----] followers, [---] engagements
"๐ Diverging stablecoin trends emerge amid Bitcoins sharp correction. In a still challenging market environment Bitcoin continues its correction and has recently exceeded a 50% drawdown marking the deepest pullback observed since the start of this cycle. Despite this sharp decline stablecoin netflow data shows continued investor engagement during this phase. ๐ On a monthly average basis across all exchanges ERC [--] stablecoin netflows moved from -$87.9 million on December [--] to around -$134.3 million today. In other words net stablecoin outflows from exchanges have intensified signaling a form"
X Link 2026-02-10T20:03Z [----] followers, [----] engagements
"๐ The selling pressure is intensifying on the institutional side. The Coinbase Premium Gap has never been this negative since the beginning of the year. Especially since this is a volume-weighted version which helps reduce as much noise as possible by giving more weight to the largest volumes in the gap calculation. When it turns negative to this extent it means that the price of BTC on Coinbase Pro a platform mainly used by professionals institutions and high-net-worth individual accounts is lower than on Binance a platform accessible to everyone and widely used by retail investors. In"
X Link 2026-02-04T22:47Z [----] followers, 64K engagements
"As BTC gradually approaches a 50% correction from its October all time high we can see that stablecoin inflows to exchanges are increasing ๐ In late December [----] the weekly average stablecoin inflows (7 day moving average) had dropped to $51B perfectly reflecting the lack of demand we have been facing for several months. ๐ฅ Today at $98B these inflows have doubled and have just moved above the [--] day average which stands at $89B. This suggests that capital deployment has accelerated in recent weeks and the market clearly needs it. โ Nevertheless selling pressure remains too strong to be"
X Link 2026-02-05T15:59Z [----] followers, [----] engagements
"๐ด BTC is still facing strong selling pressure in the derivatives market. The Net Taker Volume on a monthly average basis has turned negative again. ๐ฅ After a period of calm between November and January when buyers briefly regained some control ($36M) we are now back to clear selling dominance reaching -$272M today. On Binance for example the exchange that concentrates a large share of trading volumes the taker buy sell ratio fell from [--] to [----] over the same period reinforcing this negative trend. What is particularly concerning is the gradual acceleration of this trend which will require"
X Link 2026-02-09T10:37Z [----] followers, 24.4K engagements
"Why reporting only one liquidation event per second Many users feel this lacks transparency. Its not exclusive to Binance since OKX does the same but exchanges like Bybit have chosen a different path and report all liquidation events in full detail with no limitation since [----]. Maybe thats something Binance could improve in the future to reinforce the transparency it often promotes just like it did with proof-of-reserves. https://twitter.com/i/web/status/2021861198656913764 https://twitter.com/i/web/status/2021861198656913764"
X Link 2026-02-12T08:17Z [----] followers, [---] engagements
"@panamaXBT @cryptoquant_com ๐๐ผ"
X Link 2026-02-13T13:18Z [----] followers, [--] engagements
"Derivatives drivent pump โจ In just [--] hours open interest (OI) increased by more than 10%. It rose from $33.3B to $37.6B meaning over $4B in trading volume was added in a single day. This type of pump typically brings increased short-term volatility. Quite often its followed by a brief pullback even though thats not always the case"
X Link 2025-07-02T21:47Z [----] followers, [----] engagements
"๐ On-chain traders meaning those active on the spot market are currently only 13% in profit. This group of short-term holders refers to BTC held between [--] and [--] months. It helps capture the general sentiment among short-term investors who typically aim to optimize returns. While in previous market tops in [----] and [----] this groups average profit reached 232% and 150% respectively. During this current cycle their profit peaked at only 69% and is declining over time. ๐ Today even though BTC is still hovering near its all-time high this groups unrealized profit remains limited to just 13%"
X Link 2025-07-27T20:37Z [----] followers, [----] engagements
"๐ After an extraordinary rally and a final parabolic phase that pushed the price of gold above [----] dollars per ounce we are now seeing the beginning of a correction that has just reached 11% thus breaking its 750-day streak without a correction greater than 10%. Since this correction started we've seen a lot of posts like the one I repost circulating now. Big accounts are sharing the narrative that capital is rotating out of gold and into Bitcoin. Im sure most of you have already come across that chart. To add context I wanted to actually verify this historically so I built a chart to"
X Link 2025-10-28T09:47Z [----] followers, [----] engagements
"๐Stablecoin flows collapse. The crypto market is currently going through a delicate phase marked by a structural lack of liquidity in a context of persistently high uncertainty. This environment is not conducive to risk taking and stands in sharp contrast to other asset classes such as precious metals and equity markets which continue to attract both attention and capital. ๐ต This liquidity deficit is clearly reflected in the evolution of stablecoins. After a spectacular expansion of more than $140B since [----] the total stablecoin market capitalization began to decline in December putting an"
X Link 2026-02-01T20:24Z [----] followers, 19K engagements
"๐ The Sharpe ratio has just entered a particularly interesting zone one that has historically aligned with the final phases of bear markets. This is not a signal that the bear market is over but rather that we are approaching a point where the risk to reward profile is becoming extreme. In practical terms the risk associated with investing in BTC remains high relative to the returns recently observed. ๐ The ratio is still deteriorating showing that BTCs performance is not yet attractive compared to the risk being taken. But this type of dynamic is precisely what tends to appear near market"
X Link 2026-02-07T12:31Z [----] followers, 36.1K engagements
"Short term holders keep suffering as this correction drags on. ๐ With an STH cost basis of around $94200 and BTC at $68000 the price gap has now reached 28%. So we can roughly estimate an average unrealized loss of about 28% for STHs if we simplify things. But that is not the most striking part of this chart. ๐ฅ Bitcoins price has been trading below the STH cost basis for four months marking their longest period of stress so far. This is unusual for this cycle and suggests that the current correction is increasingly resembling a bear market. During the two previous bear markets this"
X Link 2026-02-11T13:28Z [----] followers, [----] engagements
"If you want a big picture view of the environment Bitcoin is evolving in today you just need to look at this heatmap. ๐ It summarizes several key factors influencing BTCs price action and gives a snapshot of the markets onchain health. It covers a range of important data points related to demand liquidity and Bitcoins valuation. โ Right now all of these indicators remain in the red which suggests that the environment is not improving yet. As long as that remains the case it is hard to imagine BTC reaching new highs in the short term. Patience Chart by @jjcmoreno"
X Link 2026-02-12T10:29Z [----] followers, [----] engagements
"@Lamsito_eth Tes trs moche la TA ๐"
X Link 2026-02-12T15:36Z [----] followers, [---] engagements
"๐ Unrealized profits of whales are melting away with this correction. In this first chart were looking at the NUPL of big whales meaning addresses holding more than [----] BTC. ๐ก NUPL is a simple ratio used to assess latent losses and profits. When its high unrealized profits dominate. When its low losses dominate. Today the NUPL for this whale cohort has just dropped below [---] a level shown in yellow that historically has only been observed once the bear market is already well advanced. This means that this cohort is now sitting on almost zero unrealized profits. ๐ด Historically at bear"
X Link 2026-02-13T12:44Z [----] followers, 12.5K engagements
"Hello Kash I dont think what youre asking here is fair. Youre asking a long term aligned holder like me who has staked 100% of all my tokens and airdrops while the price keeps bleeding to give up Jupuary on the grounds that Jupuary supposedly contributes heavily to selling pressure. Fine then prove it with data. Jupuary only happens once a year not all year round so I find it hard to believe its the main cause of the JUP tokens decline. Then If you believe the teams selling pressure is a problem that shouldnt even be put to a vote. Its something you should address internally instead of asking"
X Link 2026-02-14T11:04Z [----] followers, [--] engagements
"Early [----] opens with weak crypto demand from ETFs. The start of the year is marked by a clear lack of demand in the cryptocurrency market reflecting a much more cautious stance from investors. This contraction in liquidity across the crypto sector is being strongly felt. On the spot Bitcoin ETF side after two years driven by large capital inflows and strong speculative momentum early [----] looks more like a phase of risk reduction. Market participants appear to be reassessing their risk exposure in a more uncertain macroeconomic and geopolitic environment. Recent data shows that investors are"
X Link 2026-02-14T12:38Z [----] followers, [----] engagements
"๐จ HERE WE GO AGAIN. OG Whale 19D5 has just sent [----] BTC again to Binance during a weekend. This could create some pressure over the weekend. ๐จ OG Whale 19D5 (Hyperliquid whale) is back in action after [--] months of inactivity. This morning the old whale I previously linked to Bixin became active again. ๐ She moved around [----] BTC ($340M) to a new address which has already sent [---] BTC to Binance. Selling [----] https://t.co/FCkBnyaf9x ๐จ OG Whale 19D5 (Hyperliquid whale) is back in action after [--] months of inactivity. This morning the old whale I previously linked to Bixin became active"
X Link 2026-02-14T13:17Z [----] followers, [----] engagements
"๐ณ Whales under pressure as Bitcoin tests key levels Bitcoins temporary break below $60000 triggered a wave of nervousness across the market including among whales. Contrary to a common belief these large holders do not systematically represent a form of rational and patient smart money. They also react to market shocks sometimes opportunistically sometimes under pressure. ๐ As shown by the chart tracking their inflows to Binance a platform often favored for large transactions due to its deep liquidity spikes in inflows tend to appear both during euphoric phases and during market lows. The"
X Link 2026-02-11T22:01Z [----] followers, 19.7K engagements
"Tomorrow the CPI data will be released. With the labor market stabilizing and ultimately showing resilience inflation is once again becoming the main driver of the Feds monetary policy easing. All investors will be closely watching this data as it will shape decisions in the coming months. โ Volatility could be on the menu so stay cautious. https://twitter.com/i/web/status/2021869821608984993 https://twitter.com/i/web/status/2021869821608984993"
X Link 2026-02-12T08:51Z [----] followers, [----] engagements
"@cryptoquant_com @Nexo ๐ซก"
X Link 2026-02-13T18:39Z [----] followers, [---] engagements
"๐ฅ Although it was only a very small upward move yesterday we saw the largest wave of short liquidations since [----]. Roughly $736M in shorts were wiped out a figure we hadnt exceeded since September [--] [----] when liquidations reached $773M in a single day. This highlights how aggressive short traders currently are. Funding rates are often dominated by shorts showing that investors are still positioning predominantly on the short side. The buildup of these positions is weighing on the derivatives market while the spot market is struggling to generate enough liquidity to offset it. When"
X Link 2026-02-14T17:43Z [----] followers, [---] engagements
"๐This heatmap allows us to visualize the battle Bitcoin is currently facing. It is likely the most intense supply distribution zone we have seen in this cycle so far. It gives us a range between $95000 and $118000. Within this zone we also find the Short-Term Holder cost basis at [------] dollars which is acting as strong resistance for now. As long as these limits are not broken it is difficult to firmly believe in either a confirmed bear market or a continued uptrend. ๐For the moment we need to wait and use the lower and upper bounds of this range to optimize our exposure"
X Link 2025-11-11T15:38Z [----] followers, [----] engagements
"Today the drawdown of the ongoing correction has just reached 23% ๐ So far theres nothing unusual about this. The previous corrections had reached 26% and 28%. However even if this correction isnt the largest its the one having the strongest impact on the market. STH have never been under so much pressure and the percentage of supply in profit has just dropped to 68% the lowest level weve seen during recent corrections. You have to go back to October [----] right after the bear market to find the same level. ๐ Were approaching critical levels across many data points so the next few weeks will"
X Link 2025-11-16T10:31Z [----] followers, 74.2K engagements
"๐ $BTC massive withdrawal from Binance exchange These days we witnessed a massive #Bitcoin withdrawal from Binance exchange. This is the highest withdrawal level observed this year. Seeing such a significant withdrawal as BItcoin reaches its all-time high is very encouraging. It indicates that investors have developed a growing confidence in the #crypto market and are anticipating a bullish continuation. ๐ Data from : @cryptoquant_com @nickpittoo"
X Link 2024-11-07T19:50Z [----] followers, 13.1K engagements
"Investor confidence remains strong in the market : will it last - This indicator consolidates multiple data points to derive a confidence signal specifically for the $BTC market. โก While a high confidence index is typical during bull markets once it approaches [--] a market top has historically followed soon after. Currently the confidence index sits at around [----]. โก On the flip side when this indicator nears [--] it has always provided a reliable signal for a market bottom. We're currently approaching that threshold signaling a potential long-term buying opportunity. - In the shorter term the"
X Link 2025-02-14T16:01Z [----] followers, [----] engagements
"During the last [--] hours Short-Term Holders (STH) have realized significant losses. STHs may have panic-sold some $BTC in reaction to the recent news about the Bybit hack. However such capitulation events have often signaled a local bottom in the very short term"
X Link 2025-02-22T18:07Z [----] followers, [----] engagements
"๐ณWhales are finally back. Whales have been reducing their holdings for over a month now marking the longest period of net decline over the past year. However their behavior has recently shifted as whales began increasing their holdings again pushing the monthly percentage change back into positive territor. This could indicate that if the trend continues bullish momentum might soon be triggered"
X Link 2025-03-06T21:40Z [----] followers, [----] engagements
"The Short term holder MVRV ratio is still evolving around [---] which indicates that STHs are currently sitting on an average unrealized loss of about 10%. Reminder : MVRV = Market Value / Realized Value STH = Supply held 155D The BTC realized price for STHs is currently fluctuating around [--] [---]. โ This is a critical level that needs to be reclaimed in order to confirm a continuation of the upward trend. Notably the +1 standard deviation level on the MVRV STH has not been breached since April [----]. ๐ This threshold has consistently marked the last four cycle tops making it a key level to"
X Link 2025-04-14T19:31Z [----] followers, [----] engagements
"Bitcoin network activity remains in a bear market๐ ๐๐ผ Since December [----] the Network Activity Index has been dropping sharply. This indicates a clear lack of transaction activity and a decline in daily active addresses. It also suggests decreasing demand for block space as shown by the drop in the number of UTXOs. This kind of pattern is typical during bear markets or during specific events like the China ban that occurred in June [----]. - Are we in a bear market ๐ค Never mind phases like this might provide good opportunities on $BTC for long-term holders ๐๐ผ"
X Link 2025-05-05T12:00Z [----] followers, [----] engagements
"The Bitcoin leveraged traders sentiment is an indicator that offers valuable insights for making better trading decisions. It shows whether top BTC traders are optimistic about opening long positions. It also factors in funding rates. ๐ When the indicator rises it signals growing confidence among leveraged traders. When it drops it suggests reluctance to go long. ๐ก-- What's interesting is how this sentiment often moves in the opposite direction of the Fear and Greed Index. -- For example at the beginning of March when BTC hit $78 [---] the indicator showed strong bullish sentiment among top"
X Link 2025-05-08T08:14Z [----] followers, [----] engagements
"๐ซ Since May 8th STH have finally moved back into profit territory as $BTC crossed above $99 [---]. Their SOPR (Spent Output Profit Ratio) has been above [--] since that date indicating that they are selling at a profit. ๐ก Its important to understand that short-term holders being in profit is essential to sustaining bullish momentum. Of course when SOPR starts reaching higher values (1.03) it also signals that selling pressure is building up. In such a context securing some profits makes sense but for now thats not whats happening. It feels like were just getting warmed up.๐"
X Link 2025-05-14T07:22Z [----] followers, [----] engagements
"๐ The main reason why BTC is currently stuck at these levels comes from the derivatives market. ๐ฅThe cumulative net taker volume has mostly remained in negative territory ever since BTC climbed back above the psychological $100 [---] level. - What does this mean In simple terms short positions have outweighed long positions over the past few days. This creates significant selling pressure which is slowing down Bitcoins ability to continue its upward momentum. ๐๐ผ It clearly reflects a growing sense of doubt among traders regarding Bitcoins ability to reach a new all-time high in the very"
X Link 2025-05-16T09:18Z [----] followers, 12.1K engagements
"The first interesting thing to notice in this chart about LTHs is that their supply has increased from 14.3M BTC to 15.8M. This suggests two key points : โก LTH who have accumulated over time seem to be holding rather than selling lately. โก A portion of BTC bought more recently (but more than [--] months ago) now also appears to be held consistently. These factors combined reflect a broader sentiment both long-term and mid-term to hold their BTC. Another important observation : after the peak in December [----] and the brief panic in March when BTC dropped below $80000 UTXOs spent by LTHs have"
X Link 2025-05-18T09:32Z [----] followers, [----] engagements
"The Bitcoin Coinbase premium index is back in positive territory a sign that U.S. investors often institutional are stepping in. This index is widely used to gauge institutional buying or selling pressure. Looking back similar periods in the past have often coincided with mid-term bullish rallies. Well be watching to see if this trend holds and becomes a lasting feature of the current market phase ๐"
X Link 2025-05-18T21:20Z [----] followers, [----] engagements
"๐จ A strong bullish signal from Binance whales The behavior of Binance whales is quite surprising at the moment as BTC has once again confirmed its resilience by holding above the $100 [---] mark. Typically when Bitcoin approaches or surpasses its all-time high Binance whales take the opportunity to sell and realize profits which is reflected by a significant increase in inflows to the exchange. ๐When we look at and compare the monthly inflow volumes on Binance we see that during the early [----] top inflows reached over $5.3 billion and even $8.45 billion and $7.24 billion during the previous"
X Link 2025-06-10T19:56Z [----] followers, [----] engagements
"๐When Market Cap is outpacing Transactions volume ๐น A value above [---] suggests that the market cap is outpacing transaction volume and so potentially signaling a reversion to the mean (Short opportunity) It triggered some hours ago. This preset alert is designed for a short-term approach aiming to help investors make more informed decisions Link below ๐๐ผ"
X Link 2025-06-17T05:01Z [----] followers, 10.3K engagements
"๐ As Bitcoin consolidates amid macro and geopolitical uncertainty monitoring on-chain behavior becomes crucial. ๐ฅ Currently realized profits on Bitcoin (7DMA) show no major warning signs at this stage. Profits remain below $1 billion a level comparable to what was observed at the end of the October [----] correction. While we did see a slight uptick in realized profits during the recent all-time high they remained well below the levels seen in January [----]. This suggests that investors are neither worried enough nor in enough profit to trigger widespread selling. ๐กThat lack of selling"
X Link 2025-06-18T06:47Z [----] followers, [----] engagements
"๐ Yesterday we observed that some investors were taking profits but the levels remained relatively low the overall sentiment is still leaning toward holding. That being said what currently prevents Bitcoin from pushing higher is the lack of strong demand which is clearly visible in this chart. This chart compares the new supply to the over 1-year inactive supply highlighting the apparent demand. When the ratio rise above [--] it indicates that demand is positive. ๐๐ผ Since the last local top in May demand has been gradually declining although it remains strong enough to absorb the ongoing"
X Link 2025-06-19T06:47Z [----] followers, [----] engagements
"๐ด BTC demand has slipped back into negative territory. For now the drop isnt particularly sharp it reflects more of a neutral stance taking advantage of BTCs current consolidation. However if this decline continues at the same pace it could introduce real weakness into a market that remains uncertain making it even more vulnerable to selling pressure"
X Link 2025-06-28T13:47Z [----] followers, [----] engagements
"๐ Unrealized profits of LTH continue to decline and are now approaching levels last seen during the October [----] correction. The average unrealized profit based on the MVRV ratio currently stands at around 220%. That may seem high for BTC but when compared to previous market tops March [----] and December [----] average unrealized profits among LTH were around 300% and 350% respectively. Worth noting that the realized price for long-term holders now stands at $39 [---]. Although these profits may seem substantial were still far from the levels observed during the tops of this cycle. To return to"
X Link 2025-07-01T06:36Z [----] followers, [----] engagements
"โ
Outflows continue to dominate signaling that investors remain confident in the long term. And it's hard not to be given the growing adoption by major corporations and governments. BTC is gradually evolving into a store of value increasingly used to strengthen treasury strategies. The monthly outflow/inflow ratio has recently dropped to around [---] a level not seen since the bear market of [----]. โก When this ratio is below [--] it means outflows are dominant reflecting strong and sustained demand on the spot market. โก Conversely when it rises above [----] it often signals renewed selling pressure"
X Link 2025-07-05T12:54Z [----] followers, [----] engagements
"MEMECOINS ARE LAGGING ๐ซ As ETH continues to absorb a large share of altcoin liquidity memecoins dominance Vs altcoins keeps falling. Its clearly not memecoin season right now and even though a few manage to perform it remains very anecdotal. ๐๐ผ Its better to stay cautious and avoid deploying too much capital into this asset class for now"
X Link 2025-08-15T07:09Z [----] followers, [----] engagements
"โ
Binance Taker Buy Sell Ratio flashes a buy signal The taker buy sell ratio on Binance averaged monthly has just reached its lowest level since the beginning of this cycle. --๐กThe taker buy sell ratio is an indicator used to gauge both the strength and dominance of buying pressure as well as selling pressure in the derivative market. -- When this ratio is above [--] it signals a dominance of buy orders in the futures order book reflecting a positive sentiment often associated with bullish phases. Conversely when the ratio drops below [--] bearish sentiment dominates the order book which is often"
X Link 2025-08-20T21:25Z [----] followers, [----] engagements
"๐Ethereum is now on the verge of reaching its upper realized price band. This chart is quite straightforward: it simply extrapolates upper and lower bands based on ETHs realized price. It serves as a simple indicator to gauge where the market stands compared to investors realized price (๐ต band). The ๐ด band on the other hand signals a strong positive deviation from the realized price often considered a good time to take profits a principle well known among seasoned investors"
X Link 2025-08-23T13:46Z [----] followers, [----] engagements
"๐ฅBinance whales keeps buying ETH Binance whales continue to position themselves in ETH. This chart allows us to categorize behavior based on simple cohorts interacting with Binance such as retails and whales. Since July we have seen a significant increase in demand coming from Binance whales. ๐ The spot and futures orders attributed to whales continue to flow on Binance as ETH approaches the $5 [---] mark. ๐ก Whales act differently and often prefer to enter positions after a positive trend has been well validated which is clearly observable here as these orders only started after the trend"
X Link 2025-08-24T22:45Z [----] followers, [----] engagements
"๐ BTC is currently testing an important support level ๐the STH realized price which has historically acted as a key support during bull phases. โก The STH realized price now sits at almost $109000 and continues to provide solid backing for the market. This support has been respected multiple times throughout the current bull run though its important to understand that this only applies in bullish phases. โก That said STHs are often put under pressure before a new upward move takes off. At the moment the annual average STH realized price has formed the second key support of this bull run. It"
X Link 2025-09-01T10:10Z [----] followers, [----] engagements
"Youve probably heard about it but were seeing some old whales becoming active again on BTC including one that continues swapping BTC for ETH on Hyperliquid. This whale is most likely a miner as I found a link to the Bixin platform which mined its last block back in [----]. ๐ In short these whales have played a major role in the increase of old BTC being moved and sold. At every market top and its the case again today the Spending Binary CDD has reached critical levels which have consistently been followed by corrections. โ As long as this dynamic continues it will remain difficult for BTC to"
X Link 2025-09-02T21:36Z [----] followers, [----] engagements
"๐ BTC/Stablecoin reserves near critical level on Binance. The Binance Bitcoin/stablecoin ratio is about to flash a rather rare buy signal since since the last bear market this signal has only appeared twice. The last time was back in March when BTC pulled back to $78 [---] before starting a new rally toward its latest ATH around $123 [---]. ๐ฅ Today the ratio is getting very close to [--] which means that the Bitcoin reserves available on Binance are approaching equivalence with the stablecoin reserves also held there. This suggests that stablecoin reserves on Binance are increasing and that"
X Link 2025-09-03T23:25Z [----] followers, [----] engagements
"๐ As the PPI and CPI data are released today and tomorrow STHs find themselves waiting hovering near their break-even levels. Today their realized price fluctuates between $108 [---] and $109 [---] which translates to an average unrealized profit of around 3%. The STH MVRV therefore stands at [----] confirming that STHs are currently in an uncomfortable position. ๐ฅ The volatility that this important macroeconomic week could generate right before the upcoming FOMC may well tip the market one way or the other. ๐ก When STHs come under pressure we often saw an increase in realized losses which"
X Link 2025-09-10T10:32Z [----] followers, [----] engagements
"๐ ETH traders on Binance are turning sharply bearish : a level rarely seen this year. According to the Taker Buy/Sell ratio which measures the balance between buy and sell volume orders in the derivatives market ETH traders are currently positioning heavily on the sell side on Binance. ๐ With the ratio dropping below [----] on September [--] this marks only the third time this year it has fallen so low. Back in January and February the ratio reached as low as [----] coinciding with a bearish trend that pushed ETH below $1 [---]. The 7-day average currently stands at [----] marking the lowest level of"
X Link 2025-09-20T13:56Z [----] followers, [----] engagements
"Were now approaching extreme Fear and thats where things start to get interesting ๐ฅ Historically whenever the Fear & Greed Index dropped below [--] weve been close to a local bottom. In this cycle that scenario has played out perfectly every single time. If we get one last flush pushing STHs into losses with the index dropping below [--] I wont hesitate to accumulate more BTC as part of my long-term strategy. ๐กThis also aligns with my TA. An end of wave C between $106 [---] and $102 [---] which would imply a break below the 200-day EMA and a full RSI reset. ๐ A setup weve already seen during the"
X Link 2025-09-28T08:38Z [----] followers, [----] engagements
"๐ One of the categories of BTC investors worth monitoring are those considered spot traders with a holding period between [--] months. They represent a subset of the STH population. ๐กThis category is quite reactive to the market especially during periods of high volatility which is why they are referred to here as on-chain traders. Today this category has returned to the unrealized profit zone after a period of testing which is positive for the market. Their realized price is around $115 [---] meaning they entered relatively late resulting in an unrealized profit of only about 4% for now. ๐"
X Link 2025-10-04T09:16Z [----] followers, [----] engagements
"๐ $215M in BTC short positions dominance piled up on Binance within hours " Its actually the largest negative spike since the beginning of the year with a net value of -$215M. Such extreme moves often mark excess positioning creating conditions for a potential short squeeze that could push the market in the opposite direction." Full article available on Cryptoquant link below ๐"
X Link 2025-10-09T20:11Z [----] followers, [----] engagements
"๐ When funding rates turns negative BINANCE ๐นBuying or considering a long position is often wise when funding rates turn highly negative especially if the price starts to trend upward. This typically signals a disbelief sentiment among traders creating strong contrarian opportunities. Examples : - Oct [--] [----] BTC surged from $28 [---] to $73 [---] - Sep [--] [----] BTC rallied from $57 [---] to $108 [---] It triggered some hours ago. This preset alert is designed for a short-term approach aiming to help investors make more informed decisions Link below ๐๐ผ"
X Link 2025-10-13T06:57Z [----] followers, [----] engagements
"๐Extreme fear in Altcoins : Time to accumulate The best time to gain exposure to altcoins is often when no one wants them anymore. Its precisely during these periods of disinterest that the market tends to offer the best medium-term opportunities. The chart below shows the percentage of Binance's altcoins still trading above their 200-day moving average (200 DMA) a simple yet remarkably effective indicator for identifying cycles of capitulation and recovery. ๐ฅ Today only 10% of altcoins listed on Binance remain above this key moving average. In other words 90% of the alt market is below its"
X Link 2025-10-13T20:50Z [----] followers, [----] engagements
"๐ The market has just entered a new phase of derivatives deleveraging. ๐ก On Bitcoin this translates into a sharp drop in Open Interest (OI) the total value of open positions across derivatives markets. The chart below highlights these phases through the 90-day change in OI. When this 90-day variation turns negative it signals a deleveraging period ๐ traders cut exposure liquidations increase and speculative activity cools down. ๐ฅ Were currently witnessing the second occurrence of the year. The previous one happened in April [----] when OI dropped by 30% over [--] days. Today were around 20%"
X Link 2025-10-14T10:29Z [----] followers, [----] engagements
"Although BTC continues to hover around $112 [---] the STH realized price shows that short-term holders are still panicking. The latest liquidation event really shook them up so much so that even yesterdays small price drop triggered another wave of panic. ๐ฅ Yesterday over [--] [---] BTC held at a loss by STHs were sent to exchanges more than during the actual liquidation episode. ๐ Short-term holders remain under heavy pressure. Its the third time in just a few days that weve seen such panic-driven movements. Many of them are likely very recent buyers trying to exit at break-even which makes this"
X Link 2025-10-15T06:36Z [----] followers, [----] engagements
"Capitulation is intensifying ๐ซ And thats something we like to see. Realized losses (7-day MA) on BTC have surged to $750 million per day one of the highest levels of this cycle comparable to what we saw during the summer [----] correction. The shortest-term investors are starting to capitulate heavily. ๐ Its important to monitor these capitulation phases as they often mark local bottoms as long as were not entering the early stage of a bear market ๐
"
X Link 2025-10-18T19:33Z [----] followers, [----] engagements
"@PowerHasheur Avant quil sache faire le lien de tout le patrimoine en question on a le temps ๐ Je suis curieux de voir leur quipe pour traquer des wallets et tre sr quil sagit bien de lidentit quil recherchait. Ils sont louest pour la crypto"
X Link 2025-11-01T21:07Z [----] followers, 51.6K engagements
"๐When Short Term Holders are selling at loss. ๐น When the ratio drops below [-----] it signals that short-term holders (STH) are selling at a loss. It's often when STH begin to capitulate that good opportunities may arise. This preset alert is designed to identify good entry points on BTC especially for DCA strategies. However it also works well for short-term trading but it doesn't provide exit signals. ๐ก Its possible to subscribe to one alert per account for free and link it to your Telegram to receive the notification there. Link below ๐๐ผ"
X Link 2025-11-06T05:37Z [----] followers, 16.5K engagements
"@HamsterCoinNews Need one friend please ๐ https://t.me/hamster_kombat_bOt/startstartapp=kentId7007840104 https://t.me/hamster_kombat_bOt/startstartapp=kentId7007840104"
X Link 2024-06-26T07:55Z [----] followers, 16.8K engagements
"๐Where Are We in This Cycle Today were taking a closer look at some key data to help us understand where we stand in the current market cycle. ๐ธ First Graph : Halving Cycle Comparison This chart compares the performance of BTC during each cycle following a halving. Interestingly the current cycle bears some resemblance to the [----] cycle. By comparing these patterns it suggests that this cycle still has room to grow ๐ธ Second metric : The Fractal Cycle Repetition Indicator This fascinating indicator breaks the four-year cycle into smaller segments : 2-year intermediate cycles 1-year"
X Link 2025-01-26T19:17Z [----] followers, [----] engagements
"The number of $BTC shrimp addresses is declining now sitting at roughly half the peak observed in [----] and below the levels seen during the 2022-2023 bear market. We can attribute this behavior to two main factors in my opinion : โก A portion of these small holders have increased their holdings significantly thereby transitioning into higher-tier categories. โก Bitcoin's current price action still isn't attracting enough interest to spur the creation of new shrimp addresses Historically the count of shrimp addresses has peaked during the highest price points of each cycle"
X Link 2025-02-17T11:46Z [----] followers, [----] engagements
"๐ $BTC retails Investor demand is brewing. ๐ The 30-day demand change has surged back to the neutral zone around 0% indicating renewed interest from retail investor. This marks a significant shift from the previous highly negative value of approximately -21% a level not seen since [----]. Notably past instances of recovering retail demand have often coincided with upward price movements in the short-term. -- For example in July [----] when it reached -19% before starting to recover it took three months for the price to react. If history repeats a potential price response may still take time to"
X Link 2025-02-23T18:08Z [----] followers, [----] engagements
"The net realized profit and loss are now balanced with realized profits almost matching realized losses. Realized profits have dropped sharply and some investors have begun realizing losses as $BTC continues to decline. This suggests that selling pressure could continue to decline and potentially indicating a market reset almost done"
X Link 2025-03-09T22:06Z [----] followers, [----] engagements
"Bitcoin traders have continued to realize losses since early February. These losses have now reached levels not seen since the FTX crash and are even higher than those recorded during the [----] correction. In this context Bitcoin traders refer to wallets holding BTC for between [--] and [--] months"
X Link 2025-04-05T13:41Z [----] followers, [----] engagements
"๐จ We've just witnessed the largest $BTC long liquidation event since the beginning of this bull cycle. On April [--] approximately [--] [---] Bitcoin in long positions were liquidated marking the biggest single-day long wipeout of the entire bull run so far. This is a clear reminder that we need to stay cautious during periods of rising volatility like today. Take care and preserve your capital ๐๐ผ"
X Link 2025-04-08T09:00Z [----] followers, [----] engagements
"๐จ Time to DCA Altcoins This chart is a valuable tool for identifying favorable periods to buy or sell altcoins. It compares the aggregated 30-day Altcoin trading volume for Stablecoin quote pairs to its annual average. ๐๐ผ Weve just entered a buying zone defined by 30-day volumes falling below the yearly average. The last time we saw these values was in September [----] right after the end of the Bear market. ๐ก Such periods can last for several weeks or even months but historically theyve consistently offered attractive opportunities to start a DCA strategy"
X Link 2025-04-10T11:33Z [----] followers, 12.3K engagements
"๐จ BINANCE TRADER IN DISBELIEF ๐ Don't sleep on this we dont get setups like this very often. While Bitcoin is delivering a daily performance of nearly 5% investors on Binance don't seem to believe this rally will last. Whiereas BTC continues to climb funding rates on Binance have turned negative currently sitting at around [------] at the time of writing. โ Since the beginning of this cycle such low funding rates have only occurred twice : โก On October [--] [----] when BTC surged from $28 [---] to $73 [---] โก On September [--] [----] when BTC moved from $57 [---] to $108 [---] If investors behavior remains"
X Link 2025-04-22T19:54Z [----] followers, 17.6K engagements
"It had been exactly two months since STH were sitting on unrealized losses with their MVRV remaining below [--]. Today with BTC 's price rising above their realized price (around $92 300) STHs are back in profit territory. ๐ฏThis is a key condition for the continuation of a sustainable uptrend. However there's no doubt that some will take this opportunity to sell quickly fearing a return to losses. ๐ Still it's an encouraging sign"
X Link 2025-04-25T21:26Z [----] followers, [----] engagements
"I've seen a lot of posts and comments lately claiming that people are bullish even euphoric So let's take a closer look together.๐ ๐ธFEAR AND GREED INDEX : After a period of fear we can see that with $BTC 's recent price recovery market sentiment has improved. โก Today it sits around [--] which is still a fairly neutral level. This suggests that while most participants remain cautious about the market they are leaning more toward a positive outlook. ๐ธSENTIMENT ON X AND NEWS : The general sentiment across Crypto Twitter (CT) is quite similar to what we've observed with the Fear and Greed Index."
X Link 2025-04-26T19:23Z [----] followers, [----] engagements
"The Stablecoin Supply Ratio (SSR) is a valuable indicator for assessing and comparing the liquidity available in the market relative to Bitcoins market capitalization. ๐กIt is calculated by dividing Bitcoins market cap by the market cap of stablecoins then smoothed using a 200-day moving average. ๐ Currently the SSR is sitting within the lower blue band indicating that liquidity is abundant and ready to be deployed. We haven't yet seen a clear "๐ตcool zone " signal as the SSR is already starting to trend upward wich is a potential sign that capital is beginning to flow back into the market."
X Link 2025-04-29T07:22Z [----] followers, [----] engagements
"Where are retails ๐ Retail investors are still largely absent even though BTC is now only about 5% away from its previous ATH. In this analysis we define retail as transactions involving volumes between $0 and $10 [---]. ๐ Historically weve seen that spikes in retail demand tend to occur near market tops. Conversely during corrections demand from these investors often remains low. ๐ก-- For example between June and September [----] despite the market offering attractive opportunities retail demand was notably weak. -- Interestingly the current setup resembles what we observed during the previous"
X Link 2025-05-10T08:21Z [----] followers, [----] engagements
"โ
After the recent market correction the spot net volume delta on Binance has turned positive again This signals that buying activity is picking up on spot markets but more importantly that selling pressure has significantly declined even with BTC trading above $100 [---]. However historically when spot volumes on Binance rise too quickly and too sharply it has often coincided with local market tops. We can attribute this surge in volume is usually driven by two main factors : ๐ธA wave of euphoria pushing investors to downplay risk and chase further gains. ๐ธAccelerated profit-taking especially"
X Link 2025-05-18T20:03Z [----] followers, [----] engagements
"It is essential to monitor the behavior of Long-Term Holders (LTH) and Short-Term Holders (STH) and compare them to improve your understanding of what is happening in the market. ๐ก-- It is often said that its better to follow the LTHs who typically represent a more experienced category of investors as theyve been holding their coins for more than six months. In contrast STHs hold their coins for less than six months and so this group includes newcomers to the market and is therefore considered the most reactive and volatile category. -- So lets take a look at the accumulation Vs distribution"
X Link 2025-05-26T22:27Z [----] followers, [----] engagements
"We've often heard that this cycle feels different and when it comes to Bitcoin network activity it truly is. This is the first bull cycle where we are not seeing an increase in on-chain activity. In fact the number of active addresses has been steadily declining since the [----] top. Typically after a bear market network activity picks up again. That has not happened since [----]. It's striking to see that the number of active addresses has been cut in half since [----] dropping from [----] million to [------] (50-day MA). ๐ก A sharp drop was observed in early [----] which coincides with the introduction"
X Link 2025-06-29T17:16Z [----] followers, [----] engagements
"๐ To demonstrate the dominance of BTC futures volumes on Binance one simply needs to compare them to the spot market volumes. -- Since Binance currently concentrates the largest share of total volume this provides a fairly relevant perspective.-- This ratio spot futures volume on Binance has averaged around [----] since [----] meaning that for every $1 invested in Binance spot market approximately $4 go into Binance futures market. ๐ We're clearly dealing with an increasingly speculative market. Taking this ratio into account the following chart highlights periods where either spot or futures"
X Link 2025-07-05T16:30Z [----] followers, [----] engagements
"This chart shows the weekly average of realized profits on BTC. ๐ฅ Profit-taking has increased since the end of July reaching a peak of approximately $3.3 billion. This surge in realized profits was largely driven by the heavy selling of old BTC which has made headlines recently. These sales began around July [--] and [--] and they clearly explain the 7-DMA profit spike observed on the chart. ๐ Interestingly profit-taking has started to decline since then. If this trend continues it could now give Bitcoin some room to breathe"
X Link 2025-07-23T19:59Z [----] followers, [----] engagements
"๐ BTC appears to be undervalued according to the NVT Golden Cross indicator. The BTC NVT Golden Cross indicator is used to evaluate Bitcoin's valuation relative to its on-chain activity. ๐น A value above [---] suggests that the market cap is outpacing transaction volume and so potentially signaling a reversion to the mean. ๐น Conversely a value below [----] indicates that the market may be undervalued and is likely to revert to its mean value soon. Currently the NVT remains in negative territory and even reached [----] on July [--] which is a very low value. ๐๐ผ Such levels are often followed by a"
X Link 2025-07-27T13:54Z [----] followers, [----] engagements
"โ
Demand is still here Some investors are probably starting to worry given the recent price drop especially STH who are now either forced to realize losses or hold underwater positions. To assess whether the situation could worsen significantly analyzing current demand is essential. ๐น Apparent demand This chart compares new BTC issuance to over 1-year inactive supply highlighting what we call apparent demand. When the ratio drops below zero it means demand has turned negative; conversely when it rises above zero it signals positive demand. Currently demand remains clearly positive with"
X Link 2025-08-03T14:01Z [----] followers, [----] engagements
"๐ After a sharp increase in open interest to over 20% on average weekly reaching its peak on July [--] it has since dropped significantly turning negative. ๐ฅ The current weekly average stands at -2.2% indicating that short-term risk appetite has clearly diminished. Liquidations play a crucial role in this observation. Quite often when open interest drops sharply in the short term while liquidations also spike entering a long position in that area can turn out to be a fairly profitable strategy. ๐ก It is not a precise signal but rather a good way to gauge whether the period is favorable for"
X Link 2025-08-10T21:26Z [----] followers, [----] engagements
"๐ด In the short term we are currently seeing a strong decrease in buying pressure coming from the derivatives market. The Net Taker volume is largely negative today indicating that buy-side position volumes have significantly decreased on a 30-day moving average. ๐ก This is quite an effective tool to help read whats happening in the derivatives order book and extract the prevailing sentiment. This is a rather negative sign in the short term but it can also help in preparing a buying strategy when it reaches critical levels like todays. ๐ However its important to first wait for buying"
X Link 2025-08-12T05:15Z [----] followers, [----] engagements
"BTC Short-Term Holders are struggling. Since November/December [----] the average profit realized by STH hasnt exceeded 5% meaning their SOPR hasnt gone above [----]. ๐กThe SOPR (Spent Output Profit Ratio) is a tool that measures the average profit or loss realized when a UTxO is spent. ๐ฅ Currently the STH SOPR remains stuck at the neutral ratio of [--]. A large share of STH seem to have entered the market quite late once again leaving them with no choice but to keep holding in the hope of eventually making a profit. Its worth noting that over the last [--] months Bitcoin has spent much of its time"
X Link 2025-08-18T05:21Z [----] followers, [----] engagements
"Lately I keep seeing people pointing to ETFs as the main driver of the crypto market. The reality looks very different once you break down BTC volumes and Im still surprised this narrative keeps spreading. Yes there are moments when ETF flows have a stronger impact especially when compared to spot market volumes. And to be fair ETFs might be playing a bigger role for ETH (though that still needs to be verified). ๐ฅ But the truth is that the market is shaped in the casino the derivatives and the longer we go the sharper this contrast becomes. Heres todays picture : ๐กFutures volume: $90B"
X Link 2025-08-28T15:24Z [----] followers, 11.4K engagements
"๐ Following todays liquidations the correction on BTC almost perfectly came to test the STH realized price around $111 [---]. Throughout this bull run the STH realized price has acted as a true rhythm indicator. During each correction it has often served as support. However during deeper corrections it has also frequently been breached in order to put STH to the test as if it were a normal step in the process. ๐ These challenging phases for STH have consistently offered a good DCA opportunity on BTC so far and it wouldnt be surprising to see this happen again in the short term"
X Link 2025-09-22T21:36Z [----] followers, [----] engagements
"๐A new phase of disbelief on the horizon When a correction comes to an end and a new trend starts to take shape the market often enters what we call a phase of disbelief. Its that moment when investors still shaken by the previous downturn struggle to believe that the trend could truly turn bullish again. This behavior becomes particularly visible in the derivatives market and one of the clearest ways to observe it is through BTC funding rates. ๐ฅ On Binance which still dominates futures trading volumes funding rates remain negative a clear sign that short positions continue to lead. Over"
X Link 2025-10-19T20:05Z [----] followers, 17.5K engagements
"๐ This is probably the one data point that bothers me the most when it comes to being 100% bullish right now. After a peak of [--] [---] BTC in realized profits from LTHs theyre still realizing around [--] [---] BTC in profits today which remains relatively high. ๐ก Just to clarify why I look at profits in BTC terms rather than USD ๐its the best way to compare profit-taking across different cycles without being distorted by price appreciation. Measuring in dollars would automatically inflate perceived profits as price rises which can be misleading. We can find some comfort in the fact that LTHS are"
X Link 2025-10-23T19:53Z [----] followers, [----] engagements
"๐ This is probably one of the charts i care about the most when thinking about the continuation of this cycle. It correlates BTC price movements with the DXY (the US dollar) and bond yields. Its like a macroeconomic map that helps evaluate the monetary environment in which BTC operates. What this chart highlights is that BTC like other risk assets performs when macro conditions are favorable. We consider favorable conditions to be : โก A declining DXY as predicted by Trump. BTC tends to perform well when the DXY drops sharply though this hasnt happened yet compared to previous cycles. โก A Fed"
X Link 2025-10-24T22:05Z [----] followers, [----] engagements
"โ
The BTC Stablecoin reserve ratio on Binance Is flashing a buy signal. Following the liquidation event on October 10th the market was heavily shaken. The spillover into the derivatives markets also affected the spot market with significant moves seen across multiple levels. Some took the opportunity to accumulate while others preferred to hedge and rotate into stablecoins. As a result we saw major shifts within Binance reserves both in stablecoins and BTC holdings. But one clear trend emerges from all the noise. The BTC/Stablecoin reserve ratio on Binance is flashing a buy signal for the"
X Link 2025-10-28T21:19Z [----] followers, [----] engagements
"๐ Addresses accumulating BTC are reaching record levels. With more than [------] BTC accumulated over a 30-day change these accumulator addresses have just set a new all-time high in BTC purchases. ๐ฅ Just yesterday alone over [-----] BTC were added by this type of address. Even though overall demand has slowed that is not the case for these investors. In less than two months the monthly average has more than doubled increasing from [------] to [------] BTC demonstrating that this trend is accelerating. ๐กAccumulator addresses are defined as wallets that have made at least two transactions with a"
X Link 2025-11-05T08:10Z [----] followers, 14K engagements
"STHs Unrealized profit/loss ratio just reached its lowest value of this entire cycle. ๐ฅ With a ratio sitting at [-----] STH have never been under so much pressure. The amount of unrealized losses is massive and clearly shows that the STH cohort is deeply underwater. These are the kind of conditions that usually squeeze the weakest hands out of the market forcing them to capitulate and exit at the worst possible moment. ๐ Historically these phases tend to appear right before the market starts recovering during bullish impulses. โ Now of course Bitcoin is currently going through a period of"
X Link 2025-11-09T22:33Z [----] followers, [----] engagements
"Wow I had not paid attention but short term holders were really exhausted in early November ๐ฎ๐จ This chart illustrates moments when selling pressure is exhausted by taking latent profits and volatility into account. (I will not lie I cannot say much more about this chart because on Checkonchain we do not have access to the query or the tables so it is hard to be precise.) But the main idea is fairly simple and we can observe a strong squeeze on STHs' one of the strongest ever seen in a market that has been among the least volatile. ๐ This exhaustion suggests that the majority has already"
X Link 2025-11-10T22:23Z [----] followers, [----] engagements
"Since the last all time high around $126 [---] we are now witnessing the biggest panic move from short term holders. ๐ฅ Almost [--] [---] BTC have been sent to exchanges at a loss by STH. I even expect this number to exceed [--] [---] BTC by tomorrow. This is a clear sign of capitulation among short term holders who are losing confidence and prefer to exit the market. ๐ Assuming these [--] [---] BTC were actually sold the selling pressure generated today would be close to $6 B"
X Link 2025-11-14T22:23Z [----] followers, 110.5K engagements
"Capitulation continues and realized losses are rising sharply. ๐ฅ Net realized losses averaged over one week have reached $722 M today and are still increasing. For comparison realized losses peaked at $789 M in August [----] and exceeded $1 B in March this year. Each time this happened it occurred right before the correction ended and the same pattern emerges again with a two step capitulation. We might be repeating this structure once more but for now the situation still looks complicated. โ Realized losses keep rising while selling pressure from LTHs shows no real signs of easing even though"
X Link 2025-11-15T09:24Z [----] followers, [----] engagements
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