etf

Solana (SOL) just printed a sharp 10% move, reclaiming the $85–$86 zone after bouncing from recent lows near $75.
But this wasn’t a random spike.
The move was backed by liquidations, ETF inflows, and improving market structure.
Let’s break it down.
What Triggered the Rally?
Over $15.4 million in short liquidations hit the market in 24 hours.
When shorts are forced to close, price accelerates quickly.
This created strong demand-side pressure and pushed SOL above key resistance zones.
At the same time:
• Open Interest rose to ~$5.27B
• Bitcoin held near $66K
• Broader crypto sentiment improved
This combination suggests fresh positioning — not just a dead cat bounce.
ETF Inflows Add Structural Support
US-based spot Solana ETFs have recorded roughly $40 million in net inflows since Feb 9.
This matters.
ETF flows represent allocation, not leverage.
If inflows continue, dips may get absorbed more efficiently.
Technical Structure: Breakout in Progress
On the 6H chart, SOL broke above a symmetrical triangle pattern.
Measured target: ~$110
However, key resistance levels remain:
• $86 – 100-day SMA
• $88 – 20-day EMA
• $100 – Psychological level
• $115 – Major historical supply zone
A daily close above $88–$90 would strengthen the path toward $100.
Failure to hold above $85 could trigger consolidation back toward $80.
On-Chain Insight
Glassnode data shows limited cost basis concentration above $85. That means fewer holders are trapped above current price. Less overhead supply = cleaner upside potential — until the $110–$115 supply region.
Market Sentiment
This move looks like:
✔ Short squeeze acceleration
✔ ETF-supported demand
✔ Improving structure
But not yet full trend confirmation.
Sustainability depends on:
• Bitcoin stability
• Continued ETF inflows
• No sudden macro risk-off event
Bigger Picture
SOL is showing early signs of strength within the broader crypto recovery.
If $88–$90 flips into support, $100 becomes a realistic short-term target. If not, expect range-building before expansion.
Momentum is building — but confirmation still matters.
⚠️ Disclaimer
This content is for educational purposes only and does not constitute financial advice. Always conduct your own research before trading derivatives or cryptocurrencies.
#Crypto #etf #solana #CryptoNews
$SOL

その

業界は2026年初頭の市場活動の再活性化と戦略的展開の波に乗っており、機関参加、技術革新、進化する規制環境のポジティブな信号とともに数ヶ月の変動性と対照的です。ビットコインと主要トークンが力を取り戻し、主要セクタープレーヤーが長期的な構造的成長を追求する中で、市場は楽観主義、慎重さ、適応の複雑な収束をナビゲートしています。

ビットコインと主要暗号がETFとマクロシグナルで反発

最新の取引セッションでは、ビットコインがしっかりと回復し、$62,000ゾーンの最近の安値を反転させた後、$68,000–$70,000の範囲に押し戻しています。市場データによれば、この反発は、今年の初め以来最大のスポットビットコイン上場投資信託（ETF）への強力な純流入によって支えられ、上昇圧力を助長する重要なショートの清算が伴っています。この組み合わせは、全体の取引量が抑制されていることを反映しつつ、BTCが日中強化され、心理的抵抗レベルをテストするのに役立ちました。

機関投資家の食欲が戻る：暗号ETFは2月25日に合計630百万ドルの流入を見ました
デジタル資産の風景は、2026年2月25日に機関投資家の需要が大幅に増加し、スポットビットコインとイーサリアムのETFが合計で6億3,000万ドル以上の純流入を引き寄せました。この大規模な資本注入は、2月のほとんどの期間にわたって持続的な流出を乗り越えてきた市場にとって、潜在的な転換点を示しています。
SoSoValueのデータによれば、反発は機関投資家が「様子見」の防御的な姿勢から攻撃的な蓄積に移行していることを示唆しています。

Bitcoin has staged an impressive comeback, rallying above $69,500 after bouncing from lows near $62,400 in less than 24 hours. The sharp recovery comes as US equities turned positive following improved policy clarity and strong corporate earnings, reigniting investor risk appetite across global markets.
With renewed ETF inflows and supportive macro signals, traders are now asking: Will Bitcoin reclaim $70,000 next?
Macro Sentiment Turns Supportive
Bitcoin’s rally coincided with a broader rebound in US financial markets. During his State of the Union address, President Donald Trump described the past 12 months as an “economic turnaround for the ages,” citing:
Falling mortgage rates
A 1.7% decline in core inflation over the last three months of 2025
Stabilizing economic indicators
Markets interpreted these remarks as a signal of reduced near-term policy uncertainty. As a result, risk assets—including stocks and cryptocurrencies—moved higher.
Improved macro clarity often boosts speculative assets like Bitcoin, and this time was no different.
Spot Bitcoin ETFs Flip Back to Inflows
Another key catalyst behind Bitcoin’s surge was the return of positive flows into US spot Bitcoin ETFs.
On February 24, spot Bitcoin ETFs recorded $257.7 million in net inflows, breaking a five-week streak of redemptions totaling $3.8 billion.
Major contributors included:
Fidelity: ~$83 million inflows
BlackRock’s iShares Bitcoin Trust: ~$79 million inflows
This “ETF flip” signals renewed institutional confidence, strengthening Bitcoin’s price foundation through spot-driven demand rather than speculative leverage.
Futures Data Signals Healthy Market Structure
Despite the strong price rebound, derivatives data shows a relatively stable setup:
Aggregated open interest stands around 235,167 BTC
Previously exceeded 240,000 BTC earlier in the week
Funding rates remain contained
The decline in open interest suggests that excessive leveraged positions were flushed out during recent volatility. This reduces the risk of cascading liquidations and indicates that the current move is largely driven by spot buying rather than overleveraged speculation.
In simple terms: the rally appears structurally healthier than previous spikes.
Is $70,000 the Next Target?
With Bitcoin trading above $69,000, the psychological $70,000 level is now within reach.
Key factors supporting a potential breakout:
Renewed ETF inflows
Stabilizing macro conditions
Reduced leverage in futures markets
Improved investor sentiment
However, traders should monitor:
ETF flow sustainability
US macroeconomic data releases
Any sudden shift in Federal Reserve policy tone
If inflows continue and risk appetite remains strong, bulls may attempt to challenge and reclaim $70,000 in the near term.
Final Thoughts
Bitcoin’s rapid recovery highlights the growing influence of institutional capital and macro sentiment on crypto markets. The combination of spot ETF inflows and reduced leverage creates a constructive backdrop.
While volatility remains part of the crypto landscape, the recent price action suggests that buyers are regaining control.
Now, all eyes are on the $70K level — a psychological barrier that could define Bitcoin’s next major move.
#bitcoin #BTC #BinanceSquare #writetoearn #etf

売却がかなりのものであったことは秘密ではないが、ブルームバーグのETFアナリスト、ジェームズ・セイファートは、昨年の最終四半期にビットコインETF保有者がどれだけ売却したかを正確に定量化した。
"Q4のビットコインETFに対して13F申告者は何をしたのか？"とセイファートは火曜日のX投稿で尋ねた。 "驚くべきことではないが、彼らは売り手だった...全体として、13F申告者は2025年第4四半期に約25,000ビットコインに相当するETF株を売却した。"
ブルームバーグのデータを示すグラフィックを投稿し、ビットコインETF保有者のさまざまなタイプ — 投資アドバイザーとヘッジファンドマネージャーが保有量で最も大きな2つのカテゴリーである — セイファートは、昨年の第4四半期に公開取引されているファンドの25,098 BTC相当の株が売却されたことを明らかにした。

US spot $BTC ETF flows turned green on Tuesday, with Fidelity and BlackRock leading gains despite persistent weak market sentiment.
Flows into US spot Bitcoin exchange-traded funds turned positive Tuesday as the price of Bitcoin attempted a modest recovery to $65,000, snapping a run of daily redemptions.
Spot $BTC ETFs recorded $257.7 million in inflows, marking the largest daily total since early February.
The gains more than offset Monday’s outflows of $203.8 million, pushing weekly flows back into positive territory after five consecutive weeks of net redemptions totaling $3.8 billion.

Despite the rebound, broader market sentiment remains weak, with analysts estimating that roughly half of #bitcoin circulating supply is underwater, compounded by reports of heavy institutional selling in the fourth quarter of 2025.
Since the beginning of 2026, total assets under management in US spot #BTC ETFs have fallen 30.5%, dropping from about $117 billion to $81.3 billion.
Fidelity leads inflows, with BlackRock close behind
Fidelity Investments’ spot Bitcoin #etf , the Fidelity Wise Origin Bitcoin Fund (FBTC), led Tuesday’s gains with nearly $83 million in inflows, according to Farside data.
BlackRock’s iShares Bitcoin Trust ETF (IBIT) followed closely, recording $79 million of inflows.

The cumulative net flows remained above $54 billion after peaking above $62 billion in October 2025, signaling that many investors continued to hold.
Institutions sold 25,000 BTC in Q4 2025
#Bloomberg ETF analyst James Seyffart reported Tuesday that institutional investors led by advisors and hedge funds sold a total of 25,000 $BTC in the fourth quarter of 2025.
The amount, worth roughly $1.6 billion at current prices, represents a small fraction of Bitcoin’s $1.3 trillion market capitalization. The institutions still hold about 311,700 BTC, according to Seyffart.

Multiple analysts also noted that nearly 9 million BTC, or 45% of all coins in circulation, is currently underwater, or worth less than what its holders paid for it.
Bitwise’s chief investment officer, Matt Hougan, said this reflects Bitcoin’s ongoing evolution from speculation toward maturity.
“You can’t jump from 100% to 0% speculation without moving through every stage in between,” he wrote on X Tuesday.
This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and you should conduct your own research when making a decision.
#bullishleo

The numbers from Q4 2025 are in, and on the surface, they look grim. Institutional heavyweights—hedge funds and investment advisors—unloaded approximately 25,000 BTC (worth $1.6 billion) from their ETF positions.
But before you let the "Smart Money is leaving" narrative take hold, let’s dig into the data. What looks like a capitulation might actually be a masterclass in portfolio management.
The Great Rebalance
According to Bloomberg analysis of SEC 13F filings, the selling coincided with Bitcoin’s correction from its dizzying highs of over $120,000 down to the $85,000 range. Brevan Howard led the pack, dumping over 17,000 BTC equivalent.
Why sell? When an asset rips to $120k, it bloats portfolio allocations. If a fund targets a 5% crypto allocation and $BTC doubles, they have to sell to manage risk.
This wasn’t a vote of no confidence; it was profit-taking at the top. 📉💰
The Dust Settles: Why the Bulls Are Still Here
Despite the $4 billion in total outflows over five weeks and a 20% year-to-date drop, the institutional war chest remains massive.
Assets Held: ETFs still command $85.3 billion in AUM (over 6% of the circulating supply).The Pivot: As of Feb 20, 2026, the tide turned. Inflows of $88 million hit funds like BlackRock’s IBIT and Fidelity’s FBTC.
The Takeaway
Institutions sold the rip at $120k and are now nibbling at the dip in the $64k–$67k range. This is how the big players operate: they don't panic sell; they rebalance.
The infrastructure isn't leaving. The money isn't gone. It’s just waiting for the next entry.
Are you following the headlines, or following the flows? 👀
#etf #InstitutionalMoney