ORGANIZED FUND FLOWS ENTERING BITCOIN NEAR 90,000 USD
The Spot Average Order Size chart shows a notable signal: around the 90,000 USD level, retail investor activity is nearly absent, while medium and large spot orders appear consistently. This is not a FOMO pattern, but rather calculated capital deployment.
This timing coincides with progress on the U.S. crypto market framework, as the legal boundary between commodities and securities becomes clearer, and regulatory responsibilities are more clearly defined. As legal uncertainty decreases, institutions begin to feel confident enough to allocate capital into the spot market.
The key point is that demand comes from long-term capital, not short-term excitement. Institutions typically do not chase green candles; they build positions when policy risk is quantifiable, even if prices haven't broken through yet.
👉 Insight: Bitcoin attracting institutional capital before retail enthusiasm is a positive signal. If this is the state of BTC when the new regulatory framework is only 'opening up,' then once regulations are fully finalized, structural demand pressure could become even more pronounced.
