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.

Weekly Market Pulse - Macro Perspective: Cautious Sentiment, But Bitcoin Demand Remains Strong

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

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

Bitcoin ETF flows show nascent stabilization, yet market liquidity remains fragmented. Capital is rotating internally—not expanding—with demand concentrated on chains .Sustained institutional inflows and macro data will dictate market trajectory.

BTC ETF Flows Turn Positive Amid Fragile Liquidity; Stablecoin Growth Remains Uneven

The market is stabilizing amid improved liquidity and a positioning reset, with capital rotating toward high-liquidity, large-cap assets like BTC, ETH, and SOL.

Stabilization After the Shakeout: Liquidity Improves as Positioning Resets

This week’s easing macro tone and Hong Kong’s new Solana ETF highlight Asia’s growing role in digital-asset flows. Institutional positioning in BTC and ETH remains cautious ahead of key U.S. CPI data.

Policy Shifts and ETF Flows Steer Crypto Market Sentiment
