Thursday Crypto Recap, Institutions Are Still Building
Bitcoin moved above $97K and price action stayed calm, but the important signals were underneath the surface. Spot Bitcoin ETFs posted $753M in net inflows, the strongest single-day inflow since October, showing institutions are still accumulating.
At the same time, stablecoin and regulation progress continued: Visa and BVNK launched stablecoin payouts, Pakistan signed an agreement to integrate USD1, Germany’s DZ Bank received approval to launch a crypto platform, and NYSE listed a Chainlink ETF.
This is what “quiet strength” looks like: capital, infrastructure, and regulation moving together.
✅ Full analytics in Telegram -> https://bit.ly/Cryptonewspp #BTC #Macro
$SOL is starting to push higher after breaking out of a tight compression zone.
Technical view: an ascending triangle is forming after a long corrective phase. The bias stays bullish as long as price holds above the reclaimed trendline and keeps respecting the rising support.
If SOL slips back below the breakout area and loses trendline support, the upside attempt can weaken and turn into more sideways action.
Strive (ASST) announced an all-stock acquisition of Semler Scientific (SMLR). The key detail: Semler holds 5,048 BTC, so Strive is effectively acquiring a BTC treasury through a corporate deal.
They also bought 123 BTC around ~$91.5K. After the transaction, the combined total is expected to reach 12,797 BTC, making them the 11th largest corporate holder.
This is a new trend: companies aren’t only buying BTC, they’re buying companies that already hold BTC. #BTC #Bitcoin
There are reports that a “Satoshi-era” whale has become active again after years of silence, with claims of buying around 26,900 $BTC (roughly $2.45B).
If confirmed on-chain, this would be one of the most notable whale reactivations in a long time, and it would show strong conviction at current prices.
For now, it’s important to treat this as unconfirmed until the wallet activity is verified by reliable on-chain tracking.
Raoul Pal Says Bitcoin Is Close to a Major Breakout
Raoul Pal believes #Bitcoin is approaching an explosive move. According to him, improving liquidity conditions and shifting macro dynamics are setting the stage for the next expansion phase.
This kind of setup usually doesn’t stay quiet for long.
The OTHERS/BTC monthly chart shows a clear repeating pattern. Previous altseasons delivered explosive upside once Bitcoin dominance rolled over.
• 2017: ~49× expansion • 2021: ~67× expansion
Today, price is holding a higher long-term structure, suggesting accumulation rather than distribution. If this trend continues, the next altseason could be larger than previous cycles.
The OTHERS/BTC monthly chart shows a clear repeating pattern. Previous altseasons delivered explosive upside once Bitcoin dominance rolled over.
• 2017: ~49× expansion • 2021: ~67× expansion
Today, price is holding a higher long-term structure, suggesting accumulation rather than distribution. If this trend continues, the next altseason could be larger than previous cycles.
💥 JPMorgan: Crypto Correction Nearing Its Final Phase
JPMorgan analysts believe the recent crypto drawdown is almost complete. ETF flows for Bitcoin and Ethereum are starting to stabilize after early-year outflows.
They describe the move as normal post-rally positioning, not a liquidity crisis. Investors were trimming exposure after a strong 2025 run, not rushing for exits.
Corrections driven by rebalancing usually end faster than those driven by forced selling.
If flows stay stable, attention may soon shift to re-entry instead of risk reduction.
Vitalik Buterin sees Ethereum as infrastructure, not a product.
He often compares it to Linux or BitTorrent, open systems that scale globally without central control. The goal for $ETH is to become neutral, reliable infrastructure institutions can use without trusting intermediaries.
This matters because institutions don’t want hype. They want lower risk, stability, and systems that last.
If Ethereum follows this path, adoption may be slow and quiet, but extremely durable.
$XRP is bouncing from a long-term support zone and has pushed out of a short-term bearish channel. This move suggests buyers are trying to regain control and test higher resistance levels.
As long as XRP holds above the base support, the bias remains cautiously bullish. A failure to hold this level could weaken the recovery and reopen downside risk.
Market structure shows how $BTC behaves over time. Higher highs and higher lows signal bullish momentum, while lower highs and lower lows show bearish control.
Trends offer clearer opportunities, while ranges require patience. When structure shifts, it often signals either continuation or reversal.
🚨 Breaking: Even Insiders Lose in Crypto A trader labeled as “Trump’s insider” has closed a massive $311M Bitcoin long at a $3.8M loss.
Despite claims of a perfect win rate and entering the trade ahead of Trump’s signing, the position still failed. It’s a reminder that size, timing, and insider narratives don’t guarantee profits in crypto markets.
$BNB is holding the 890–892 support area for the fourth time and reacting with a small bounce. While this may look bullish short term, the bigger liquidity pool remains below support, which keeps downside risk in play.
Market structure is still bearish. Short-term moves can be traps. Capital protection matters more than catching every bounce.
• $SOL ETFs now manage over $1B, led by Bitwise’s BSOL • Vitalik Buterin says Ethereum prioritizes freedom and resilience over efficiency • Total crypto market cap grew by ~$240B since Jan 1, now at $3.18T • Coinbase shares jumped 8% after Goldman Sachs upgrade • Morgan Stanley filed an S-1 for a Bitcoin Trust • S&P 500 printed a new all-time high at 6,944