2026-01-16 03:26:32

Bitcoin's recent market movement is quite interesting. It suddenly surged from below 90,000 to 97,000, which doesn't look like a typical rebound. The signals behind this are quite clear — macroeconomic recovery combined with institutional funds entering the market simultaneously, indicating that a genuine upward cycle is taking shape.

Data speaks the loudest. On January 13th, a major exchange's Bitcoin spot ETF saw a single-day net inflow of up to $7.5 billion, the highest in the past three months. At the same time, Bitcoin was rapidly being withdrawn from exchanges and transferred to cold wallets — the territory of those who truly intend to hold long-term. The total amount of Bitcoin available for trading on exchanges has fallen to its lowest level in years.

What does this reflect? Every time retail investors panic and sell off, institutions and smart long-term players quietly scoop up the chips. The supply is being squeezed, and the accumulated effect of this process is the potential for a subsequent rise.

From a technical perspective, a key level to watch is the current price testing the 99,000 mark, which coincides with the short-term holder cost basis. If the weekly chart can stabilize here, it means that the panic selling from Q4 last year has been fully digested. The market sentiment will then enter a new phase.

Bull markets often emerge quietly when skepticism is at its highest. In the current situation, macro rate cut expectations, large-scale institutional accumulation, and on-chain supply locking are stacking up. Historically, opportunities like this tend to flash by quickly. By the time everyone is discussing Bitcoin's price action, the price has already broken out of this range. The more intense the wave, the greater the fish's value — the question is, are you still on that boat?

BTC-1,07%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
8
Repost
Share

Comment

0/400

TokenomicsTinfoilHat

· 01-18 20:21

On the day 7.5 billion flowed in, I just felt something was off. This isn't the kind of volume that retail investors can generate. Institutions are quietly accumulating; are we still arguing in the group? Wake up, buddy. If 99,000 stations can't hold, I'll reduce my position; if they hold, I'll just keep lying flat. It's that simple. To be honest, now that people are calling for a bull market, it actually makes me more cautious... but the data is right there—the exchange's coins have all been withdrawn. The surge in cold wallets can explain the situation better than any technical indicator. It's indeed too late when the whole network is discussing it; I'm already on the boat, though. Institutions building positions is what it is; I'm not moving long-term anyway. What are you afraid of? If this wave can really break 100,000, it will depend on the weekly performance. Don't be so impatient.

View OriginalReply0

ForumMiningMaster

· 01-18 18:28

Wait, it's still hovering around 99,000. Can it really stabilize? --- 75 billion in daily net inflow... The institutions are really serious this time, retail investors got cut again. --- It sounds nice, but the key is whether the weekly chart can truly hold above this line. --- Cold wallets accumulating this much indicate that many people are still optimistic about the long term. --- During the bull market, no one paid attention. There probably aren't enough people discussing it now. --- The supply being squeezed is indeed interesting, but only if the price can actually go up. --- This wave around 97,000 does seem a bit different; it feels like institutions are working seriously. --- Haha, I already sold when everyone started discussing it. I've heard this kind of argument too many times. --- If it stabilizes at 99,000, the mindset can really shift. Should I take a gamble? --- The number of coins on exchanges is decreasing more and more; this data doesn't lie.

View OriginalReply0

DefiSecurityGuard

· 01-18 04:30

⚠️ hold up... 75B inflow sounds massive but did anyone actually verify this number through on-chain data? not trying to be paranoid but exchange flow metrics get manipulated more than you'd think. DYOR before dumping life savings.

Reply0

AirdropBuffet

· 01-16 03:56

$7.5 billion net inflow per day, if this data is true, we should take it seriously. --- Cold wallets are accumulating, exchange coins are fleeing, this is the real signal. --- Just stabilize at 99,000, it will be fun then, and there will definitely be a bunch of people regretting. --- When the bull market arrives, it's all criticism; isn't this normal operation haha. --- The key is that the supply is really being locked up, this logic has no problem. --- Institutions are quietly taking over, retail investors are still hesitating, it's an old script indeed. --- Few people are discussing it now, indicating it's not at a high level; this time might really be different. --- Stabilizing on the weekly chart means a complete turnaround, there's indeed such a saying in technical analysis. --- Only 97,000 and already encouraging people to buy in, what if there's a pullback? --- Expectations of interest rate cuts and institutional accumulation, this combination really has some substance.

View OriginalReply0

SnapshotDayLaborer

· 01-16 03:46

$7.5 billion in a single day inflow, this is definitely not a small feat. The logic behind the accumulation in cold wallets is essentially bottom-fishing, and the institutions' involvement is clearly evident.

View OriginalReply0

GasFeeSobber

· 01-16 03:42

On the day of a $7.5 billion net inflow, I knew it was going to take off. The cold wallets are stacking up so quickly; retail investors' chips have already been eaten clean. --- If 99,000 stations can't hold steady, this rebound will be a bit shaky, and we'll have to wait for the next opportunity window. --- The worst thing is waiting until everyone is discussing it to regret not getting on board. Those still questioning now will be crying later. --- Institutions are quietly accumulating, supply is locked up—this signal is too clear. Some people still say there's no bull market. --- Macro rate cuts, institutional accumulation, supply exhaustion—all three conditions are met. This historical window really can't be missed. --- From 90,000 to 97,000, this isn't just a rebound; it's a sign that the upward cycle is truly starting. --- Looking at the exchange's BTC balance dropping to multi-year lows, it's clear that long-term players have already been waiting in cold wallets for the bull market. --- The question is, are you still on the boat? If you miss this wave, it will be too late to regret.

View OriginalReply0

IronHeadMiner

· 01-16 03:31

75 billion net inflow really can't be sustained anymore; this move by institutions clearly shows they're gearing up for something big.

View OriginalReply0

BlockchainFoodie

· 01-16 03:30

ngl this supply squeeze hits different... it's literally like watching a michelin kitchen run out of prime ingredients mid-service, except whales are the ones hoarding the bitcoin. that 75B ETF inflow? chef's kiss moment fr fr

Reply0