🚨 The $98K Rejection Nobody Wants to Talk About, Is the Rally OVER?
Bitcoin just got slapped at $98,000.
And before you dismiss this as "normal pullback"… look at what's happening beneath the surface.
ETF inflows are SLOWING. The same institutional money that pumped $1.8B in last week? It's taking profits. BTC dropped to $95K and market cap slipped below $1.9 trillion.
But here's the part that should worry you:
CryptoQuant just dropped a reality check. Since March 2025, ETF Bitcoin holdings haven't made new highs. They've been moving SIDEWAYS or lower.
That's not accumulation. That's distribution.
"Liquidity is defined by sustained marginal demand, not sporadic green days."
Translation: A few big inflow days don't mean the trend is back. The institutions aren't loading up anymore. They're ROTATING.
And it gets worse.
OTC desks have been absorbing excess supply behind the scenes. But as ETF demand cools, that supply has nowhere to hide. It spills onto exchanges. Prices get pressured.
So what does BTC actually need?
According to analysts: "Bitcoin doesn't need a few good days. It needs several good WEEKS of consistent inflows."
The $100K level isn't just psychological resistance. It's a liquidity barrier with concentrated options interest sitting right there, waiting to reject the move.
Here's the honest truth:
If bulls can't break $98K with VOLUME, we're looking at a grind between $88K-$95K that frustrates everyone. Worse case? A flush to $80K-$85K.
This isn't bearish fear-mongering. It's math.
Watch the ETF flows. Watch the volume. The next few weeks will tell us everything.
Are the bulls exhausted… or just catching their breath?
在最近於幣安廣場舉行的AMA直播中,幣安聯合創辦人兼前首席執行官趙長鹏(CZ)分享了關於比特幣長期前景、替代幣季、迷因幣、交易風險,以及社交平台在加密貨幣領域中不斷演變的角色的廣泛觀點。以下是關鍵收穫的完整回顧。1. CZ 警告不要基於他的 X 或幣安廣場貼文發行迷因幣CZ提醒用戶,不要將他或何一的社交媒體貼文作為發行迷因幣的依據。他表示,這些項目成功機率極低,來源不明且失敗風險高,並建議用戶不要因為隨意提及或貼文就假設獲得支持。