Weekly Pulse
Macro Perspective: Cautious Sentiment, But Bitcoin Demand Remains Strong
Despite short-term selling by long-term holders—about 2.57M BTC over four months—Bitcoin’s price remains resilient, showing that strong demand continues to absorb supply, keeping the macro trend upward.
Macro Perspective: Cautious Sentiment, But Bitcoin Demand Remains Strong
Fed Expands Liquidity as Hong Kong Unveils New Crypto Rules
The Fed’s $29.4B liquidity injection boosted risk assets, while Hong Kong eased regulations for licensed crypto platforms. Policy and macro shifts aligned, lifting overall market sentiment.
Fed Expands Liquidity as Hong Kong Unveils New Crypto Rules
Rate Cut Probability Sharply Contracts; This Week's Fed Minutes and Data to Set the Tone for Crypto
The probability of a Federal Reserve rate cut has sharply declined, with market focus centered on this week's FOMC Minutes.
Rate Cut Probability Sharply Contracts; This Week's Fed Minutes and Data to Set the Tone for Crypto
January Re-Engagement Begins — BTC Holds Above 90k as Flows Improve, Leverage Returns Selectively
Market focus: ETF inflows vs. stablecoin liquidity. This balance dictates trend sustainability or continued rotation and volatility.
January Re-Engagement Begins — BTC Holds Above 90k as Flows Improve, Leverage Returns Selectively
Year-Turn Calm, Positioning Resets Ahead of January Liquidity
Markets transition into year-turn with liquidity rebuilding. Price moves are driven by positioning resets rather than conviction, requiring ETF/stables flow confirmation for durability.
Year-Turn Calm, Positioning Resets Ahead of January Liquidity
The Holiday Effect: Liquidity Stabilizes, But Is the Market Truly Calm?
Amidst year-end liquidity consolidation, market structure remains fragile. Price action is currently dominated by tactical rotation and positioning rather than conviction, limiting the potential for a directional breakout.
The Holiday Effect: Liquidity Stabilizes, But Is the Market Truly Calm?
