bitcoinetfs

Trong thời gian vừa qua, dữ liệu on-chain BTC phản ánh một thị trường rất phân hóa giữa nhà đầu tư lớn và nhỏ:
Cá voi và “tiền thông minh” đang tích lũy mạnh mẽ: dữ liệu từ Santiment cho thấy các ví lớn đã gom vào hơn 3,2 tỷ USD BTC chỉ trong 9 ngày, ngay cả khi giá điều chỉnh. Điều này cho thấy lực mua từ nhà đầu tư tổ chức vẫn còn rất mạnh , trong khi nhà đầu tư nhỏ lẻ có xu hướng bán ra

Binance
> Ngược lại, nhóm nắm giữ dài hạn đang bán ra ở mức cao nhất lịch sử, vượt qua cả giai đoạn đỉnh chu kỳ trước đó. Đây là một tín hiệu on-chain quan trọng vì nó phản ánh nhóm HODL lâu năm cũng bắt đầu chốt lời
> Chỉ số lợi nhuận on-chain chuyển sang âm: ngay cả khi giá BTC duy trì quanh khu vực thấp gần đây, dữ liệu lợi nhuận thực tế đã cho thấy nhiều holder đang chốt lỗ, dấu hiệu thị trường có thể rơi vào giai đoạn “bearish” ngắn hạn.

> Dòng tiền tổ chức vẫn hoạt động: dù thị trường biến động, dòng tiền lớn từ tổ chức và traders đã đẩy BTC gần mốc 100 000 USD, với mức mua inflows trị giá 6 tỷ USD trên các sàn lớn – thể hiện vẫn còn lực mua mạnh ở vùng hỗ trợ
Tóm lại – Thị trường on-chain BTC đang cho thấy:
🐋 Tích lũy ròng ở khối lớn: cá voi / tổ chức vẫn gom hàng.
📉 Holder dài hạn có xu hướng chốt lời / lỗ: phản ánh tâm lý thận trọng.
📉 Các chỉ số on-chain mixed: cả bullish và bearish signal cùng tồn tại.

👉 Điều này đồng nghĩa thị trường hiện tại chưa rõ xu hướng mạnh ngay lập tức — nhưng nếu các chỉ báo on-chain tích cực hơn (như giảm supply trên sàn hoặc tăng stablecoin reserves), thì khả năng điều chỉnh lên cao hơn sẽ rõ ràng hơn.
#BTC #BitcoinETFs

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Most of you are still trading like it’s 2021. You are waiting for retail FOMO to save your heavy bags. Spoiler alert: Retail isn't driving this bus anymore. Wall Street is.
The Reality Check (2026 Edition)
It has been two years since the ETFs launched. We are now in January 2026. Look at the chart. The volatility you loved? It’s gone. Bitcoin moves like a boring stock now. Why? Because BlackRock and Fidelity own the float. They don't panic sell because of a tweet. They rebalance quarterly. If you are waiting for a -40% crash to buy, you will wait forever.
The Mechanics
The supply shock is real, but it’s silent. OTC desks are empty.
Daily Emission: ~450 BTC.Daily ETF Inflows: Averaging 1,200+ BTC.
Do the math. The price isn pumping because of hype; it's pumping because there is literally no liquidity left on exchanges. While you stare at 15-minute candles, institutions are draining the liquidity pool dry.
The Alpha
Here is the secret nobody tells you: Bitcoin is now collateral, not a speculative asset. The real gains are moving to the ecosystem built on top of it. Look at Stacks (STX) or high-performance L2s. As BTC becomes digital gold, the layers making it usable are the new oil. That is where the 10x is hiding.
Survival Guide
Stop Trading Rotations: The old "$BTC -> ETH -> Alts" cycle is broken.Accumulate Spot: Leverage is for gamblers. Spot is for winners.Watch Flows, Not News: Ignore the headlins. Watch the ETF inflow data every Monday.Diversify into Infra: Buy the protocols that secure the network, not just the meme of the week.
The suit-and-tie guys won the Bitcoin game, but the DeFi game is still wide open.
Are you still chasing meme coins, or have you grown up?
#Write2Earn! #BitcoinETFs #cryptoeducation #MarketUpdate

ETF flow data from January 23 paints a clear picture of how institutional positioning is evolving across major crypto assets.

Rather than a broad risk-off move, flows show targeted outflows in Bitcoin and Ethereum, modest continued interest in Solana, and a notable positive print in XRP ETFs.
Key takeaways:
Bitcoin ETFs saw continued net outflows, led by legacy and large spot products.Ethereum ETFs also posted net redemptions, though selling pressure appeared to ease.Solana ETFs remained resilient, recording small but positive net inflows.XRP spot ETFs stood out with a clear net inflow on the day.
Bitcoin: Outflows Persist, but Intensity Is Lower
On January 23, Bitcoin ETFs recorded net outflows of roughly $103.5 million. The pressure was concentrated in large spot products, while most other issuers were flat. Compared to earlier in the month — when daily outflows regularly exceeded $400–700 million — the scale of selling has moderated significantly.
This suggests Bitcoin ETF investors are no longer aggressively de-risking. Instead, flows point to position trimming and rebalancing, consistent with a market transitioning from panic selling toward consolidation.
Ethereum: Selling Continues, but Fragmented
Ethereum ETFs also closed the day in the red, with net outflows of about $41.7 million. Unlike Bitcoin, the selling was more fragmented, spread across several products rather than dominated by a single issuer.
Importantly, the magnitude of outflows was smaller than earlier in the week, indicating that Ethereum-related ETF pressure may be stabilizing, even if conviction inflows have yet to return.
Solana: Quiet Strength Amid Broader Weakness
Solana ETFs were one of the few bright spots. On January 23, they recorded net inflows of approximately $1.9 million. While modest in absolute terms, the consistency matters. Solana has now seen inflows on multiple days when Bitcoin and Ethereum ETFs were bleeding capital.
That divergence suggests Solana is increasingly being treated as a relative strength or rotation trade, rather than a high-beta asset to be sold alongside majors.
XRP: Clear Inflow Signal
The most distinct signal came from XRP spot ETFs, which posted a net inflow of around $1.78 million on January 23. While small compared to Bitcoin or Ethereum flows, XRP was one of the only assets showing a clean, unambiguous positive print.
This points to selective risk appetite, where capital is rotating rather than exiting the crypto ETF complex entirely.
What the January 23 Flows Really Say
Taken together, the January 23 data does not describe a market in free fall. Instead, it shows capital becoming more selective:
Bitcoin and Ethereum are still digesting prior excess and leverage.Solana is quietly attracting steady interest.XRP is seeing early signs of accumulation via regulated products.
This kind of dispersion is typical late in a correction or early in a base-building phase, when investors stop selling everything and begin reallocating toward perceived relative winners.
The key shift is not the size of the flows — it’s their directional differentiation. ETF investors are no longer treating crypto as a single trade. They’re making choices again.

#BitcoinETFs #EthereumETFs

Bitcoin$BTC is currently navigating a high-stakes consolidation phase. After a strong start to 2026 that saw prices reach $98,000, the market has pulled back, testing the resolve of both institutional and retail buyers.
1. Market Overview & Current Price Action
As of today, January 26, 2026, $BTC is trading near $87,600, down approximately 10% from its mid-January peak. The price action is currently defined by a horizontal consolidation channel between $85,000 and $90,000.
2. Key Technical Indicators
The technical setup suggests a "reset" period following the aggressive rally in early January.
• Moving Averages (EMAs):
• 20-day EMA ($91,665): Bitcoin is currently trading below this short-term average, which now acts as immediate resistance.
• 50-day EMA ($91,984): This level is converging with the 20-day EMA, creating a "Supply Cluster" that bulls must reclaim to regain momentum.
• 200-day EMA ($99,040): This remains the "North Star" for the long-term trend; a daily close above this would signal a transition back into a parabolic bull market.
• Relative Strength Index (RSI): The RSI is sitting at 40.8, indicating a neutral-to-bearish sentiment. Critically, it is not yet in "oversold" territory (<30), suggesting there may be room for one more minor flush before a local bottom is confirmed.
• MACD (Moving Average Convergence Divergence): The MACD histogram is currently flat, reflecting the sideways "chop" and lack of a decisive directional trend.
3. Short-Term Forecast & Strategy
The technical structure for the final week of January is Cautiously Neutral.
• Bullish Scenario: If BTC can hold the $85,000 support and reclaim the $91,600 (20-day EMA) level, we expect a retest of the $96,000–$98,000 liquidity zone by mid-February.
• Bearish Scenario: A breakdown below $84,000 on high volume would signal a deeper correction, potentially targeting the $75,000 region where long-term institutional "Buy Walls" are expected to sit.
#Mag7Earnings #BTC走势分析 #BitcoinETFs #BTC