CryptoQuant – Earlybirds Invest https://earlybirdsinvest.com Latest Crypto News Sun, 14 Sep 2025 14:19:48 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.7 https://i0.wp.com/earlybirdsinvest.com/wp-content/uploads/2024/12/cropped-New-Project-2024-12-17T235703.455.png?fit=32%2C32&ssl=1 CryptoQuant – Earlybirds Invest https://earlybirdsinvest.com 32 32 240146708 Ethereum Sees High On-chain Activity Amid Rising Institutional Adoption: CryptoQuant https://earlybirdsinvest.com/ethereum-sees-high-on-chain-activity-amid-rising-institutional-adoption-cryptoquant/ https://earlybirdsinvest.com/ethereum-sees-high-on-chain-activity-amid-rising-institutional-adoption-cryptoquant/#respond Sun, 14 Sep 2025 14:19:47 +0000 https://earlybirdsinvest.com/ethereum-sees-high-on-chain-activity-amid-rising-institutional-adoption-cryptoquant/

The Ethereum network has been on a positive roll for some time, with its momentum extending beyond on-chain activities to increased adoption.

Analysts at the crypto research firm CryptoQuant noted in their weekly report that Ethereum has come a long way since spot exchange-traded funds (ETFs) were approved. Like bitcoin (BTC), ether (ETH) is now increasingly being viewed as a long-term strategic asset. This has led to higher demand from market participants.

Rising Institutional Adoption

According to CryptoQuant, demand from institutional investors and large holders drove ether’s recent rally from $1,400 in April 2025 to nearly $5,000 in late August. Ethereum holdings by U.S. spot ETFs have risen to an all-time high (ATH) of 6.7 million ETH. The assets have almost doubled since the price of ETH began to surge.

Likewise, addresses holding between 10,000 and 100,000 ETH have scooped up roughly six million tokens within the same time period. The consistent accumulation has taken their holdings to new highs of 20.6 million ETH.

“This level of institutional endorsement provides a robust long-term tailwind for Ethereum’s price and perceived legitimacy,” analysts explained.

Besides rising demand, selling pressure on ETH has eased up. The amount of ETH flowing into centralized exchanges has declined, particularly since the asset reached its peak near $5,000. Daily inflows have fallen from 1.8 million in mid-August to 750,000 ETH currently. This indicates that investors prefer to hold for further upside rather than cash in current gains – a trend that supports price stability.

Additionally, the amount of ETH staked has surged since May, hitting a record 36.2 million. This rise in validator deposits indicates growing long-term confidence in the network, reduces liquid supply, and adds bullish pressure.

Ethereum Network is Booming

With the Ethereum network booming, total transaction counts and active addresses have reached record highs of 1.7 million and 800,000, respectively, in August. Smart contract calls have also reached new levels, surpassing previous cycles with 12 million daily interactions.

CryptoQuant analysts say such activity growth highlights Ethereum’s growing role as a programmable settlement layer supported by decentralized finance (DeFi) and asset tokenization.

Meanwhile, ETH currently faces resistance at $5,200, a realized price upper band that has remained a critical level in past cycles. A decisive breakout above this level would mark the onset of a strong bullish phase, while sustained consolidation below it could signal a cooling period.

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]]> https://earlybirdsinvest.com/ethereum-sees-high-on-chain-activity-amid-rising-institutional-adoption-cryptoquant/feed/ 0 58408 TRON’s Record-Breaking Performance in H1 2025 Highlighted in Cointelegraph and CryptoQuant Research Reports https://earlybirdsinvest.com/trons-record-breaking-performance-in-h1-2025-highlighted-in-cointelegraph-and-cryptoquant-research-reports/ https://earlybirdsinvest.com/trons-record-breaking-performance-in-h1-2025-highlighted-in-cointelegraph-and-cryptoquant-research-reports/#respond Thu, 24 Jul 2025 05:34:41 +0000 https://earlybirdsinvest.com/trons-record-breaking-performance-in-h1-2025-highlighted-in-cointelegraph-and-cryptoquant-research-reports/

Disclosure: This is a sponsored post. Readers should conduct further research prior to taking any actions. Learn more ›

Geneva, Switzerland – July 23, 2025 – Leading crypto media research arm Cointelegraph and leading crypto research platform CryptoQuant have released comprehensive reports highlighting the TRON network’s exceptional performance throughout the first half of 2025. These reports emphasize TRON’s continued dominance in the stablecoin arena and significant growth in decentralized finance (DeFi), demonstrating its superior technical architecture, enhanced network efficiency, and remarkable growth in user adoption.

Cointelegraph

TRON 2025 Mid-Year Report: Stablecoin Expansion Pushes Network Growth analyzed TRON’s strategic dominance in stablecoin transfers throughout H1 2025. The report highlighted TRON’s expansion in the global stablecoin ecosystem and sustained growth across key onchain metrics, driven by significant protocol updates and strategic ecosystem integrations.

Key Insights from Cointelegraph:

  • Stablecoin Growth Drives Network Usage: The total supply of stablecoins on TRON increased by 40% year-to-date. Over 51% of all USDT in circulation now resides on the TRON network.
  • Technical Upgrades: TRON launched the GreatVoyage-v4.8.0 (Kant) update for enhanced performance and Ethereum compatibility, upgraded USDD 2.0 to a fully decentralized stablecoin with TRX/USDT minting and introduced gas-free USDT transfers allowing users to pay network fees in USDT.
  • Ecosystem Development: TRON integrated a wide range of partners across multiple domains. These include Chainstack, Router Protocol, Tap Protocol, Tomo Connect, and Chainlink in infrastructure and cross-chain capabilities; Nansen, Kiln, and P2P.org as new Super Representatives; Mercuryo, MoonPay, Revolut Pay, and Infini in payment and fiat on-ramp services.

Read the full Cointelegraph report here. 

CryptoQuant

1H 2025 TRON Network Review: USDT Dominance and DeFi Momentum report provided detailed analysis of the network’s exceptional performance across network activity, stablecoin leadership, and DeFi expansion. Their insights emphasized TRON’s operational efficiency and market dominance, while achieving multi-year highs in transaction volumes and user engagement, solidifying its position as the leading infrastructure for USDT transactions.

Key Insights from CryptoQuant:

  • TRON Network Activity Hits Multi-Year High: TRON processed 273 million transactions in May 2025 — its second-highest monthly total ever. Active addresses also reached 28.7 million in June, the highest since mid-2023.
  • TRON’s USDT Dominance: TRON processes approximately 2.3–2.4 million daily USDT transactions which is 6.8 times more than Ethereum. Daily transfer volume reached $24.6 billion, more than 2.7x Ethereum’s.
  • DeFi Ecosystem Strengths with SunSwap and JustLend Growth: SunSwap’s DEX monthly wTRX swap volumes have remained above $3 billion in 2025, peaking at $3.8 billion in May. JustLend also recorded a significant increase in both deposits and borrowing, particularly with stablecoins like USDT and USDD.

Read the full CryptoQuant report here. 

Strengthening Global Blockchain Infrastructure

These comprehensive research reports from leading industry analysts reaffirm TRON’s position as a transformative force in blockchain technology and global cryptocurrency adoption. With record-breaking network activity, unprecedented USDT dominance, and flourishing DeFi growth, TRON continues delivering scalable, efficient blockchain solutions that drive the future of decentralized technologies.

About TRON DAO

TRON DAO is a community-governed DAO dedicated to accelerating the decentralization of the internet via blockchain technology and dApps.

Founded in September 2017 by H.E. Justin Sun, the TRON blockchain has experienced significant growth since its MainNet launch in May 2018. TRON hosts the largest circulating supply of USD Tether (USDT) stablecoin, exceeding $81 billion. As of July 2025, the TRON blockchain has recorded over 321 million in total user accounts, more than 10.9 billion in total transactions, and over $25.8 billion in total value locked (TVL), based on TRONSCAN.

TRONNetwork | TRONDAO | X | YouTube | Telegram | Discord | Reddit | GitHub | Medium | Forum

Media Contact
Yeweon Park
[email protected]

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]]> https://earlybirdsinvest.com/trons-record-breaking-performance-in-h1-2025-highlighted-in-cointelegraph-and-cryptoquant-research-reports/feed/ 0 49338 Bitcoin ‘Peak Signal’ Not in Yet, Rally May Continue: CryptoQuant Analyst https://earlybirdsinvest.com/bitcoin-peak-signal-not-in-yet-rally-may-continue-cryptoquant-analyst/ https://earlybirdsinvest.com/bitcoin-peak-signal-not-in-yet-rally-may-continue-cryptoquant-analyst/#respond Wed, 16 Jul 2025 10:37:30 +0000 https://earlybirdsinvest.com/bitcoin-peak-signal-not-in-yet-rally-may-continue-cryptoquant-analyst/

Author

Sujha Sundararajan

Author

Sujha Sundararajan

About Author

Sujha has been recognised as 🟣 Women In Crypto 2024 🟣 by BeInCrypto for her leadership in crypto journalism.

Last updated: 


Why Trust Cryptonews

Cryptonews has covered the cryptocurrency industry topics since 2017, aiming to provide informative insights to our readers. Our journalists and analysts have extensive experience in market analysis and blockchain technologies. We strive to maintain high editorial standards, focusing on factual accuracy and balanced reporting across all areas – from cryptocurrencies and blockchain projects to industry events, products, and technological developments. Our ongoing presence in the industry reflects our commitment to delivering relevant information in the evolving world of digital assets. Read more about Cryptonews

Bitcoin Rally

A CryptoQuant analyst has recently tweeted that Bitcoin has not yet reached its peak range. The ‘Peak Signal,’ which typically appears at major market tops, hasn’t been observed this time, he added.

‘Peak signal’ refers to the metric indicators that say the market is overheated and a corrective phase is approaching.

Analyst AxelAdlerJr said in a thread that Peak Signal appears when “the combined normalized Market to Realized Price Index and 30 day/ 365 day Value Days Destroyed ratio score reaches or exceeds 1.”

The world’s largest crypto rallied past $122,000 on Monday, driven by renewed institutional interest, and favourable policy. However, it retracted and is now trading at $118,231 at press time.

Alexander Zahnd, interim CEO of Zilliqa, calls it a signal that crypto has entered a new phase, where “institutional confidence is driving consistent demand.” He emphasized the quality of the rally this time.

“It’s spot-driven, not built on leverage, and it’s unfolding in a relatively calm market,” he told Cryptonews. “That points to a more mature and resilient structure compared to previous cycles.”

Bitcoin Could Eventually Hit $130K if Momentum Holds

According to Zahnd, Bitcoin’s next bullish key level could be $123,200, with room to push toward $126,500 and eventually $130,000, provided, momentum holds.

However, on the downside, BTC would plunge toward $115,000 or $112,000, which could “still be healthy in the broader trend,” he added.

“At a macro level, concerns about rising debt, persistent inflation, and uncertainty in monetary policy are all reinforcing the idea of Bitcoin as a long-term store of value. That dynamic isn’t going away anytime soon.”

Only Broader Institutional Participation Can Propel BTC to $150K Swiftly

Andrejs Balans, risk manager of EU-based fintech platform YouHodler, said that inflows alone will not help propel Bitcoin to $150,000 swiftly.

A broader shift in institutional sentiment could be a major catalyst to drive BTC prices up, Balans told Cryptonews.

Though institutional exposure has increased through ETFs and custody services, senior banking executives have reiterated their cautious stance, describing crypto as an area of interest but not yet a strategic priority.

“Without a broad shift in institutional sentiment, it is unlikely that inflows alone will propel Bitcoin to $150,000 swiftly.”


]]> https://earlybirdsinvest.com/bitcoin-peak-signal-not-in-yet-rally-may-continue-cryptoquant-analyst/feed/ 0 47937 Bitcoin Miners HODL Through Worst Payout in a Year: CryptoQuant https://earlybirdsinvest.com/bitcoin-miners-hodl-through-worst-payout-in-a-year-cryptoquant/ https://earlybirdsinvest.com/bitcoin-miners-hodl-through-worst-payout-in-a-year-cryptoquant/#respond Sun, 29 Jun 2025 21:59:34 +0000 https://earlybirdsinvest.com/bitcoin-miners-hodl-through-worst-payout-in-a-year-cryptoquant/

Bitcoin may be struggling to rally past its all-time high of $112,000, but miners are going through a tougher time. They have recently recorded some of their worst paydays in history.

On-chain data, including the Miner Profit/Loss Sustainability metric, analyzed by the market intelligence platform CryptoQuant, revealed that miner revenues have declined significantly. However, this has not triggered any form of panic selling among them.

Miner Revenues Plummet

According to the report, miners are the most underpaid they have been in a year. On June 22, daily revenues fell to a two-month low of $34 million due to lower transaction fees and the latest plunge in bitcoin’s (BTC) price. CryptoQuant said the figure is the lowest since April 20.

While miner revenues remain low, the hashrate of the Bitcoin network has also declined slightly. This metric has plummeted 3.5% since June 16; while CryptoQuant sees this as a small drawdown, it is the largest plunge since July 2024. The Bitcoin network hashrate fell 8.4% in July 2024 as miner revenues dropped following the halving that slashed block rewards from 6.25 BTC to 3.125 BTC.

Regardless of the low revenues, miner outflows have dropped, indicating that selling is still muted. Bitcoin transfers from miners to crypto exchanges have fallen from a daily peak of 23,000 BTC in February to about 6,000 BTC currently. CryptoQuant said miners are not selling as much as they used to because they are still enjoying 48% Net Unrealized Profit/Loss operating margins.

Still Room for Growth

Notably, miners have not recorded any days of extremely high flows to exchanges since February. In fact, large miners have been replenishing their reserves.

CryptoQuant’s analysts found that miner addresses holding between 100 BTC and 1,000 BTC have expanded their collective holdings from 61,000 BTC on March 31 to 65,000 BTC currently. This is their highest level since November 2024, when reserves fell below 71,000 BTC after BTC rallied past $100,000 for the first time. The spike in reserves further solidifies the belief that there is no selling pressure from them at bitcoin’s current price levels.

Additionally, miners from the Satoshi era have only sold 150 BTC so far this year, compared to roughly 10,000 BTC last year. This cohort of market participants often sells during strong rallies, indicating market tops. Since they have refrained from selling so far, it implies that BTC still has more room for growth.

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]]> https://earlybirdsinvest.com/bitcoin-miners-hodl-through-worst-payout-in-a-year-cryptoquant/feed/ 0 44858 Asia Morning Briefing: CryptoQuant Warns of $92K BTC Drop as Analyst Views Diverge https://earlybirdsinvest.com/asia-morning-briefing-cryptoquant-warns-of-92k-btc-drop-as-analyst-views-diverge/ https://earlybirdsinvest.com/asia-morning-briefing-cryptoquant-warns-of-92k-btc-drop-as-analyst-views-diverge/#respond Fri, 20 Jun 2025 01:33:15 +0000 https://earlybirdsinvest.com/asia-morning-briefing-cryptoquant-warns-of-92k-btc-drop-as-analyst-views-diverge/

Good Morning, Asia. Here’s what’s making news in the markets:

Welcome to Asia Morning Briefing, a daily summary of top stories during U.S. hours and an overview of market moves and analysis. For a detailed overview of U.S. markets, see CoinDesk’s Crypto Daybook Americas.

As Asia begins its trading day, bitcoin

is trading above $104,500 and, despite a possible looming war in the Middle East, has been relatively flat on the day with negligible market movement. Indeed, for the last full week, BTC is only down 2%, according to CoinDesk market data.

Analysts are debating whether the crypto market’s current stillness is a sign of strength or if something more precarious is afoot.

Three new reports this week from CryptoQuant, Glassnode, and trading firm Flowdesk all point to the same surface conditions: low volatility, tight price action, and subdued on-chain activity. Additionally, retail participation has waned, and institutional players, from ETFs to whales, are now shaping the structure of flows.

But it’s CryptoQuant that’s flashing the most urgent warning.

In its June 19 report, CryptoQuant argued that BTC could soon revisit $92,000 support or even fall as low as $81,000 if demand continues to deteriorate.

Spot demand is still increasing, but well below trend. ETF flows have dropped by more than 60% since April, while whale accumulation has halved. Short-term holders, who are usually newer market participants, have shed approximately 800,000 BTC since late May.

Their demand momentum indicator, which tracks directional buying strength across key cohorts, is now reading negative 2 million BTC, the lowest in CryptoQuant’s dataset.

(CryptoQuant)

(CryptoQuant)

Glassnode, however, sees the same signals and arrives at a far less dire conclusion.

In its weekly on-chain update, the firm acknowledges that the Bitcoin blockchain is “quiet,” meaning transaction counts are down, fees are minimal, and miner revenue is subdued.

However, this suggests that it may not be a weakness, but rather a reflection of the network’s evolution. On-chain settlement volume remains high, but it’s concentrated in large-value transfers, suggesting the chain is increasingly being used by institutions and whales.

The derivatives market, Glassnode notes, now dwarfs on-chain activity, with futures and options volumes regularly exceeding spot by 7x–16x.

That shift has brought more sophisticated hedging, better collateral practices, and a more mature, if less frenetic, market structure.

France-based Flowdesk, a market maker and trading firm, has views that fall somewhere in between.

While noting thinning altcoin flows and flat market-making volumes, its June 19 update describes the market as “coiled,” not cracking.

Flowdesk highlights a surge in tokenized assets, such as Gold-backed XAUT (up 56% in volume), stablecoin growth, and increasing RWA activity.

To them, low volatility may simply be the calm before a directional breakout, which is not necessarily downwards.

But in the end, no one seems to hold a reliable map for what’s ahead.

Even Polymarket bettors aren’t sure as there is a near equal chance of BTC dropping to $90K in June or moving up to $115K-120K.

One thing is for sure: the tug-of-war between bullish institutional activities and waning retail demand potentially opens bitcoin up to dramatic moves on either side of the trade, which will likely dictate the market’s next chapter.

(CoinDesk)

(CoinDesk)

Presto Research Says Crypto Treasury Companies Have Less Risk Than You Think

A new report from Presto Research argues that Crypto Treasury Companies (CTCs), such as Strategy and Metaplanet, are not just leveraged bitcoin ETFs, but a new form of financial engineering with less risk than many investors assume.

Strategy’s latest raise, which raised nearly $1 billion via perpetual preferred shares, shows how BTC’s volatility can be used to an issuer’s advantage.

These securities, along with convertible bonds and at-the-market equity sales, allow CTCs to fund aggressive crypto accumulation without triggering margin risk.

Presto points out that Strategy’s BTC is unpledged and Metaplanet’s bonds are unsecured, meaning collateral liquidation, the primary trigger in past crypto blowups like Celsius and Three Arrows, is largely absent here. That does not eliminate risk, but it changes the nature of it.

The real challenge, Presto argues, is not crypto exposure itself but the discipline to manage dilution, cash flow, and capital timing.

Metaplanet’s “bitcoin yield” metric, which measures BTC per fully diluted share, reflects that focus on shareholder value.

As long as CTCs can manage the financial mechanics behind their accumulation strategies, they will earn NAV premiums just like high-growth companies in traditional markets. But if they miscalculate, the same tools that fuel their rise could accelerate their fall.

Semler Scientific Maps Bold Plan to Hold 105,000 BTC by 2027

Semler Scientific (Nasdaq: SMLR) has unveiled one of the most aggressive bitcoin accumulation roadmaps in corporate history, announcing plans to hold 10,000 BTC by the end of 2025, 42,000 by 2026, and a staggering 105,000 by the close of 2027.

The California-based medical device maker, which pivoted to a bitcoin treasury strategy last year, is effectively trying to increase its current bitcoin stash of 4,449 coins by more than two fold over the next 30 months.

It plans to do so using a mix of equity raises, debt financing, and operational cash flow.

There aren’t specific details of how the company plans to fund the buy. Hwever, historically Semler’s primary mechanism for acquiring bitcoin was selling new shares under its at-the-market (ATM) program, which relies on the company trading at a premium to its net asset value (NAV).

According to data from Strategy-Tracker, Semler’s mNAV currently sits at 0.859x, meaning the market values the firm’s equity lower than its BTC holdings, which could be cutting off its ability to raise accretive capital.

How this dynamic plays out, would be worth watching as the firm initiates more bitcoin buying. Even as bitcoin has surged to all-time highs above $100,000, Semler shares are down nearly 40% on the year.

Market Movements:

  • BTC: Bitcoin remains stuck below $105K despite strong ETF inflows, with repeated resistance at $105,150 and signs of institutional accumulation offset by short-term bearish momentum and macro volatility.
  • ETH: Ethereum found support at $2,490 after a high-volume selloff broke key levels, with the price consolidating in a tight range amid geopolitical tensions and macro uncertainty, signaling potential for a breakout if resistance at $2,510 is cleared.
  • Gold: Gold hovered near $3,366 on Thursday, little changed as escalating geopolitical tensions offset pressure from the Fed’s hawkish stance, while platinum retreated after hitting a near 10-year high; U.S. markets remained closed for Juneteenth.
  • Nikkei 225: Japan’s Nikkei 225 opened 0.24% higher Friday as Asia-Pacific markets mostly rose ahead of China’s loan prime rate decision and amid ongoing Israel-Iran tensions.

Elsewhere in Crypto:

]]> https://earlybirdsinvest.com/asia-morning-briefing-cryptoquant-warns-of-92k-btc-drop-as-analyst-views-diverge/feed/ 0 43013 These Metrics Are Overheating While Bitcoin Remains Bullish: CryptoQuant https://earlybirdsinvest.com/these-metrics-are-overheating-while-bitcoin-remains-bullish-cryptoquant/ https://earlybirdsinvest.com/these-metrics-are-overheating-while-bitcoin-remains-bullish-cryptoquant/#respond Sun, 01 Jun 2025 17:58:47 +0000 https://earlybirdsinvest.com/these-metrics-are-overheating-while-bitcoin-remains-bullish-cryptoquant/

Bitcoin (BTC) is well within a bull market, but certain metrics suggest that the cryptocurrency may have reached a short-term top. This means that BTC may experience a significant price correction before another rally ensues.

A report from the market analytics platform CryptoQuant revealed that the metrics that appear to be overheating are those pertaining to Bitcoin’s demand growth. Regardless, Bitcoin’s overall conditions remain bullish, and the CryptoQuant’s Bull Score Index is at 80. Historical data shows BTC has continued to rally, provided the index remains above 50.

Demand Metrics Are Overheating

CryptoQuant analysts report that BTC balances held by whales have increased by 2.8% over the past month. They also estimate Bitcoin’s demand growth to be at 229,000 BTC within the same time frame. This figure is close to the demand growth recorded in December 2024 at 279,000 BTC when the cryptocurrency surged past $100,000 for the first time.

Such paces often precede a slowdown in whale accumulation, and as analysts always say, BTC needs strong demand to sustain a rally.

Additionally, the Bitcoin Traders’ Unrealized Profit Margin has approached a level that often indicates potential resistance for prices. According to historical data, bitcoin’s price surge tends to slow down whenever the metric nears 40% or crosses below its 30-day moving average, which is currently at 19%.

At the time BTC rallied past $111,000 last week, the margin hit 32%. This means it got close to 40%, which is the level marked for overheating.

Bitcoin Falls Below $104K

Analysts believe $120,000 could be the next major resistance level for BTC if it continues to rally. This is because $120,000 is the upper band of the Traders’ On-chain Realized price – here, the unrealized profit margin sits at 40%. Historical data indicate that this upper band has consistently served as a key resistance during bull markets.

While BTC still faces the possibility of a continued rally, the asset had fallen below $104,000 at the time of writing. Data from CoinMarketCap showed BTC was down 2% in 24 hours, tumbling from the $105,000 level.

Meanwhile, analysts have revealed that BTC investors have been realizing some profits following the recent price surge, but at moderate levels compared to past markets. Hence, there is no evidence to suggest that the bull cycle is ending; in fact, market conditions indicate continued strength in bitcoin’s upward trajectory.

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]]> https://earlybirdsinvest.com/these-metrics-are-overheating-while-bitcoin-remains-bullish-cryptoquant/feed/ 0 39558 Bitcoin Selling Pressure Easing Amid Massive Inflows, Says CryptoQuant CEO – Here’s His Outlook https://earlybirdsinvest.com/bitcoin-selling-pressure-easing-amid-massive-inflows-says-cryptoquant-ceo-heres-his-outlook/ https://earlybirdsinvest.com/bitcoin-selling-pressure-easing-amid-massive-inflows-says-cryptoquant-ceo-heres-his-outlook/#respond Sun, 11 May 2025 05:31:57 +0000 https://earlybirdsinvest.com/bitcoin-selling-pressure-easing-amid-massive-inflows-says-cryptoquant-ceo-heres-his-outlook/

The CEO of digital assets analytics platform CryptoQuant, Ki Young Ju, is changing his bearish stance on Bitcoin (BTC).

Ki Young Ju tells his 421,400 followers on the social media platform X that he was “wrong” to claim that the Bitcoin “bull cycle was over” after the flagship crypto asset fell below $80,000 around two months ago.

The CryptoQuant CEO says the selling pressure on BTC is now easing amid “massive inflows” spurred by the Bitcoin spot exchange-traded funds (ETFs).

“In the past, the Bitcoin market was pretty simple. The main players were old whales, miners, and new retail investors, basically passing the bag to each other. When retail liquidity dried up and old whales started cashing out, it was relatively easy to predict the cycle peak. It was like a game of musical chairs – everyone tried to cash out at once, and those who didn’t ended up stuck with their holdings.

But now, the Bitcoin market has become much more diverse. ETFs, MicroStrategy (MSTR), institutional investors, and even government agencies are considering buying and selling Bitcoin. In the past, profit-taking cycles were triggered when whales cashed out at the peak, leading to a chain reaction of sell-offs and a price drop.”

According to Ki Young Ju, the growing acceptance of Bitcoin in the mainstream investing industry is disrupting the traditional cycles of the flagship crypto asset.

“However, it feels like it’s time to throw out that cycle theory. New liquidity sources and volume are becoming more uncertain, signaling a transition as the Bitcoin market merges with traditional finance (TradFi). Now, instead of worrying about old whales selling, it’s more important to focus on how much new liquidity is coming from institutions and ETFs since this new influx can outweigh even strong whale sell-offs.”

Bitcoin is trading at $103,346 at time of writing.

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]]> https://earlybirdsinvest.com/bitcoin-selling-pressure-easing-amid-massive-inflows-says-cryptoquant-ceo-heres-his-outlook/feed/ 0 35567 Top Five Cryptos See $659B Loss Since 2025 Peak: CryptoQuant https://earlybirdsinvest.com/top-five-cryptos-see-659b-loss-since-2025-peak-cryptoquant/ https://earlybirdsinvest.com/top-five-cryptos-see-659b-loss-since-2025-peak-cryptoquant/#respond Fri, 28 Mar 2025 01:33:45 +0000 https://earlybirdsinvest.com/top-five-cryptos-see-659b-loss-since-2025-peak-cryptoquant/

Key Takeaways:

  • The uneven drop may signal a shift toward coins with stronger on-chain resilience.
  • Deep altcoin dips could spark a reevaluation of risk, prompting a realignment of strategies.
  • Investors might soon favor assets with stable fundamentals and robust network support.

The top five cryptocurrencies by market capitalization lost a combined $659 billion between January and March 2025, according to a Thursday report by CryptoQuant.

Ethereum (ETH) and Solana (SOL) took the hardest hits during the downturn, while Bitcoin (BTC) and Binance Coin (BNB) showed more stable performance.

XRP, which saw a surge earlier in the cycle, failed to maintain its gains.

CryptoQuant: BTC and BNB Withstand Market Pressure

CryptoQuant’s analysis showed that BTC and BNB weathered the market drop better than their peers.

Each asset declined by around 20% from its most recent all-time high, marking a milder correction compared to the rest of the top five.

Their relative strength stood in contrast to the sharp pullbacks seen in Ethereum and Solana, both of which saw more severe losses.

XRP, despite a market cap rally following the 2024 U.S. Presidential Election, also slipped behind in recent weeks.

ETH/BTC Ratio Fell 72% Since September 2022, CryptoQuant Data Shows

Another key metric highlighted in the report is Ethereum’s falling value relative to Bitcoin.

Since September 2022, the ETH/BTC ratio has dropped by 72%, reaching its lowest level since January 2020.

Historically, such dips have sometimes preceded a reversal, but for now, Ethereum remains under pressure against Bitcoin.

Mixed Signals from XRP Performance

XRP experienced a sharp rise in market capitalization following regulatory optimism in late 2024. Its valuation jumped from $30 billion in early November to $141 billion by March 2025.

This growth was supported by increased activity on the XRP Ledger (XRPL), where active addresses spiked from 15,000 to 109,000.

However, that momentum has since faded. As of now, daily active addresses have settled between 20,000 and 40,000, based on CryptoQuant’s latest data.

The report paints a clear picture of how leading digital assets are moving in different directions. While Bitcoin and BNB have held their ground more effectively, ETH, SOL, and XRP have struggled to keep pace.

CryptoQuant’s findings underscore the uneven impact of the current market correction and suggest that the next few months could be key in determining whether these trends deepen or reverse.

Frequently Asked Questions (FAQs)

What might this divergence mean for crypto’s long-term structure?

The split may drive a reallocation of capital toward coins that deliver steady network metrics and lower volatility, potentially redefining market norms and investment strategies.

How could these corrections influence risk management in crypto portfolios?

Investors might adopt more disciplined approaches by diversifying holdings and emphasizing assets with proven fundamentals, leading to a strategic reassessment of exposure and risk tolerance.

Which emerging trends could gain favor as portfolios are rebalanced?

Expect growing interest in projects that blend strong network effects with scalable, low-cost solutions, attracting long-term capital and sparking renewed innovation in blockchain protocols.

The post Top Five Cryptos See $659B Loss Since 2025 Peak: CryptoQuant appeared first on Cryptonews.

]]> https://earlybirdsinvest.com/top-five-cryptos-see-659b-loss-since-2025-peak-cryptoquant/feed/ 0 27606 Bad news Bitcoin bulls, the long-hoped-for retail is already here: CryptoQuant https://earlybirdsinvest.com/bad-news-bitcoin-bulls-the-long-hoped-for-retail-is-already-here-cryptoquant/ https://earlybirdsinvest.com/bad-news-bitcoin-bulls-the-long-hoped-for-retail-is-already-here-cryptoquant/#respond Fri, 21 Mar 2025 05:03:22 +0000 https://earlybirdsinvest.com/bad-news-bitcoin-bulls-the-long-hoped-for-retail-is-already-here-cryptoquant/

Bitcoin bulls who still think the cycle peak has yet to come as retail investors haven’t piled in yet might be using an outdated playbook, according to a crypto executive.

“The idea that the cycle isn’t over just because onchain retail activity is absent needs reconsideration,” CryptoQuant founder and CEO Ki Young Ju said in a March 19 X post. 

Ju said that those tracking retail movements using only onchain metrics will not have seen the full picture. 

“Retail is likely entering through ETFs — the paper Bitcoin layer — which doesn’t show up onchain,” Ju said. 

“This keeps the realized cap lower than if the funds were flowing directly to exchange deposit wallets,” he added, noting that 80% of spot Bitcoin (BTC) exchange-traded fund (ETF) flows come from retail investors — a trend that Binance analysts already once observed in October last year. 

Cryptocurrencies, Markets

Since the launch of spot Bitcoin ETFs in January 2024, inflows have totaled around $35.88 billion. Source: Farside

At the time, the analysts said most of the ETF buying likely came from retail investors moving their holdings from wallets and exchanges into funds with more regulatory protection.

Ju was responding to counter-arguments over his earlier prediction on X that the “Bitcoin bull cycle is over” on March 17. 

“I’ve been calling for a bull market over the past two years, even when indicators were borderline. Sorry to change my view, but it now looks pretty clear that we’re entering a bear market,” he said.

Ju explained that certain indicators are showing a lack of new liquidity, which is likely being driven by macro factors.

He also clarified when he said the bull cycle was over, he meant Bitcoin could take “6-12 months” to break its all-time high, not that it’s about to crash.

Related: Bitcoin is just seeing a ‘normal correction,’ cycle peak is yet to come: Analysts

Traders often look at retail investor activity to spot signs of exhaustion or as a signal to start selling when the market appears overheated.

There are several sentiment indicators which help market participants understand the level of retail interest in the market. One of these is the Crypto Fear & Greed Index, which measures overall crypto market sentiment, reading a “Fear” score of 31, down 18 points from its “Neutral” score of 49 yesterday.

Other common signals used to track the level of retail interest in the crypto market include Google search trends for “crypto” and related keywords and the popularity of crypto applications in major app stores worldwide.

While the Google search score for “crypto” worldwide was at a score of 100 during the week of Jan. 19 – 25, when Bitcoin reached its all-time high of $109,000 and US President Donald Trump’s inauguration, it has since declined by almost 62%.

Cryptocurrencies, Markets

The amount of searches on Google for “crypto” has declined almost 62% since the end of January. Source: Google Trends

At the time of publication, the Google search score for “crypto” stands at 38, with Bitcoin trading 22% below its January all-time high.

Magazine: Memecoins are ded — But Solana ‘100x better’ despite revenue plunge

This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.

]]> https://earlybirdsinvest.com/bad-news-bitcoin-bulls-the-long-hoped-for-retail-is-already-here-cryptoquant/feed/ 0 26340 Bitcoin bull market could be over until 2026 based on PnL index – CryptoQuant CEO https://earlybirdsinvest.com/bitcoin-bull-market-could-be-over-until-2026-based-on-pnl-index-cryptoquant-ceo/ https://earlybirdsinvest.com/bitcoin-bull-market-could-be-over-until-2026-based-on-pnl-index-cryptoquant-ceo/#respond Tue, 18 Mar 2025 09:13:03 +0000 https://earlybirdsinvest.com/bitcoin-bull-market-could-be-over-until-2026-based-on-pnl-index-cryptoquant-ceo/

According to CryptoQuant CEO Ki Young Ju, Bitcoin’s latest bullish cycle has concluded, signaling a likely shift to bearish or sideways momentum for the next six to 12 months.

The Profit and Loss (PnL) Index Cyclical Signals indicate a recent peak, aligning with historical patterns marking the end of growth phases. Bitcoin, which reached an all-time high of $109,300 during President Trump’s second inauguration on Jan. 20, now may be poised for correction or consolidation.

Bitcoin PnL Cycles (Source: CryptoQuant)
Bitcoin PnL Cycles (Source: CryptoQuant)

Historical trends from prior Bitcoin cycles consistently show a pattern of price peaks followed by prolonged consolidation phases. Young Ju believes current signals closely mirror previous cycle tops, reinforcing expectations of muted performance in the near term.

Following Trump’s election victory in November 2024, Bitcoin surged rapidly. However, as optimism waned and market forces shifted, momentum gradually tapered, culminating in the current cycle peak.

The data from the PnL Index chart suggest Bitcoin investors may encounter sustained price stagnation or declines through much of 2025.

However, should Bitcoin follow historical cycle timelines, the peak would be around September 2025. Bitcoin has historically taken around 500 – 550 days to reach the cycle top from the last halving and 780 – 990 days to reach the cycle bottom. This would place the market bottom around May 2027.

Bitcoin halving cycle patterns (Source: TradingView)
Bitcoin halving cycle patterns (Source: TradingView)
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