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CryptoQuant
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Bitcoin Is Trading at the Price of Belief — Who’s Still Willing to Hold?

“If Bitcoin holds above the TMMP ($81.5K) while AVIV stabilizes (0.8-0.9), it suggests investors are absorbing supply and defending their cost basis. If price loses TMMP and AVIV continues to compress, it means profitability is fading and confidence is weakening.” – Read More

By MorenoDV_ | @cryptoquant_official
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The Supply Imbalance Between Bitcoin and Ethereum Is Intensifying Again

“Historically, this imbalance has only been corrected through price declines. That is exactly what happened above the $100,000 level, and the same pattern is now reemerging.” – Read More

By Mignolet | @cryptoquant_official
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Bitcoin’s Valuation Reset Is Happening Again

“The present setup points to a market transitioning from deep undervaluation toward equilibrium, a phase historically associated with accumulation.” – Read More

By MorenoDV_ | @cryptoquant_official
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Bitcoin’s demand boom is fading.

This cycle ran on three spot demand waves, and the latest one looks like it’s rolling over.

Since early Oct, demand is below trend, which can stay bearish for price.

👉 Read the full research.

@cryptoquant_official
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Bitcoin Network Cools Down as Confirmation of the Current Moment

“Historically, when highly active addresses shrink, it signals retreat by traders and institutions, reinforcing the transition into quiet accumulation phases that precede future volatility.” – Read More

By GugaOnChain | @cryptoquant_official
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Buying Pressure Continues to Weaken Across Market and On-Chain Data

“Active address metrics can be closely linked to OTC activity on-chain, and this slowdown is a clear indication that overall market participation and vitality are fading.” – Read More

By Mignolet | @cryptoquant_official
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DeFi leverage is pulling back — CeFi is stepping in.

AAVE borrowing fell ~70% since Aug as prices dropped, showing lower risk appetite. But on Nexo, crypto-backed borrowing rebounded +155% WoW as prices weakened.

Into drawdowns, users prefer borrowing against collateral rather than selling.

👉 Get the complete insight.

@cryptoquant_official
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Traders Added $2.4B in Leverage During December's Fear

“Activity collapsed forty percent and whales withdrew twenty thousand Bitcoin. Professional money exited while retail leveraged up.” – Read More

By Crazzyblockk | @cryptoquant_official
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Reframing Bitcoin in 2026: Scenarios, Structure, and On-Chain Signals

“At present, a range-bound structure remains the most plausible baseline for 2026, subject to reassessment as structural data evolves.” – Read More

By XWIN Research Japan | @cryptoquant_official
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Bitcoin Cycle: Entering a Transition Toward a Bear Market?

“If price action continues to consolidate and the metric stagnates around the 70% level, historical cycles suggest an increasing likelihood of a transition into a broader bear market.” – Read More

By Yonsei_dent | @cryptoquant_official
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Bitcoin inflows to Binance are increasingly whale-sized

“A 34x increase in the average size of each deposit. This metric reflects the average BTC per inflow transaction, signaling that larger holders are now more active on Binance.” – Read More

By maartunn | @cryptoquant_official
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