News linked to both this project and an event.
Odaily Odaily News, Michael van de Poppe, founder of MN Trading Capital, stated that Bitcoin's return to the $100,000 mark may not require a new market narrative to drive it; narratives will naturally form after the price increases. He pointed out that the current market focus has shifted to areas such as AI, putting relative pressure on Bitcoin's short-term performance. However, from a mathematical and statistical perspective, the current price range still holds accumulation value.Data shows that Bitcoin has not been above the $100,000 mark for nearly five months. The price has recovered from a low of around $60,000 in February this year to approximately $78,000, with a gain of about 14.49% over the past 30 days. The market is broadly focused on potential catalysts such as the Federal Reserve's interest rate policy, regulatory progress, and capital inflows into Bitcoin spot ETFs. However, some argue that even if the U.S. CLARITY Act is implemented, its direct impact on Bitcoin's price will be limited. (Cointelegraph)
according to Lookonchain monitoring, a newly created wallet withdrew 1,051 BTC from Binance 2 hours ago, worth approximately $82.35 million.
Odaily reports, according to Onchain Lens monitoring, a newly created address has withdrawn 1,051 BTC from Binance, worth approximately $82.37 million.
Alberta Investment Management Corporation (AIMCo), a Canadian asset management institution, disclosed that it purchased approximately 1.38 million shares of Strategy (MSTR) in the first quarter, with an investment amount of about $172 million.Based on the current stock price of approximately $175, the market value of this position has risen to about $241 million, resulting in an unrealized gain of roughly $69 million. AIMCo's average cost basis for the position is approximately $125 per share.AIMCo previously held shares of the company from 2019 to 2020 and liquidated its position shortly after the company pivoted to its Bitcoin treasury strategy.
According to CoinDesk, Bitcoin (BTC) edged up slightly on Friday, rising 1.25% to approximately $77,250 since 00:00 UTC, yet it remains range-bound between $75,000 and $80,000 since April 19. Futures funding rates are predominantly negative, indicating traders continue favoring short positions on rallies; Bitcoin futures open interest stands at roughly $19 billion—essentially flat week-on-week—with a 3-month annualized basis of 1.5%. In the options market, sentiment leans bullish: call options accounted for 58% of options volume over the past 24 hours, and demand for downside protection has eased.
According to on-chain analyst Onchain Lens (@OnchainLens), a newly created wallet withdrew 400 BTC from Binance, valued at approximately $30.78 million.
According to on-chain analytics platform Lookonchain (@lookonchain), Riot Platforms continues selling BTC and deposited another 500 BTC—worth approximately $38.24 million—to NYDIG five hours ago.
market分歧 has widened regarding Strategy's financing model of continuously accumulating Bitcoin through its preferred stock STRC. Benchmark analyst Mark Palmer stated in his latest report that the interpretation of the STRC model as a "circular financing or Ponzi structure" is a "serious misreading" and emphasized that the mechanism is an "intentionally designed and sustainable capital framework," with the core logic being to convert market demand for yield into long-term Bitcoin exposure.According to an SEC 8-K filing, Strategy raised approximately $3.5 billion in the first three weeks of April, with over 85% coming from STRC issuance. Subsequently, it made three consecutive purchases within the following three weeks, acquiring a total of 51,364 Bitcoins worth approximately $3.9 billion. Strategy's total Bitcoin holdings have now increased to 818,334 BTC, with a market value of around $62.5 billion, and it has recently returned to an unrealized profit of about $700 million.Benchmark believes that this structure does not rely on continuous issuance to sustain itself and could even sell a portion of its Bitcoin to pay preferred stock dividends if necessary. However, significant market skepticism remains, with some arguing that selling financed assets to pay dividends could be perceived as a risk signal, potentially triggering broader market pressure. (The Block)
According to Lookonchain monitoring, US Bitcoin ETFs experienced a net outflow of 1,725 BTC today, Ethereum ETFs saw a net outflow of 41,275 ETH, and Solana ETFs recorded a net inflow of 1,465 SOL.
Bitcoin remained near $76,000 on Thursday. After the Federal Reserve held interest rates steady, market attention quickly shifted to internal policy divergence and macroeconomic uncertainty. Analysts noted that Bitcoin remains suppressed below the key resistance range of $78,000 to $79,000, lacking short-term breakout momentum.Thomas Perfumo, Chief Economist at Kraken, stated that the market is currently more focused on policy uncertainty stemming from internal "divisions" within the Federal Reserve rather than the inaction itself. This is particularly true against the backdrop of Chairman Jerome Powell's continued tenure and the potential expectation of Kevin Warsh succeeding him, creating a lack of clear policy transition.Glassnode data shows that Bitcoin remains "trapped" below the True Market Mean, with resistance concentrated in the $78,000 to $79,000 range and support lying between $65,000 and $70,000. While selling pressure has eased, demand remains insufficient to support a sustained upward breakout.On the macro front, the Fed has shown rare, severe internal disagreements, interpreted by the market as rising uncertainty over the inflation path. Analysts from institutions like Bitget Wallet and 21Shares point out that the expectation of "higher rates for longer" is suppressing risk asset performance, pushing the crypto market into a wait-and-see phase.Regarding capital flows, U.S. Bitcoin spot ETFs have recorded net outflows for three consecutive days, with a single-day outflow of approximately $138 million on April 29. Ethereum ETFs saw outflows of about $87.7 million over the same period. Although individual products still saw inflows, the overall trend indicates cooling institutional demand.Meanwhile, CME open interest and ETF assets under management have stabilized but have yet to show strong signals of capital return. In the derivatives market, short positions in perpetual contracts have reached an all-time high, suggesting a potential squeeze if sentiment improves. However, the current market remains dominated by a low-volatility, low-confidence consolidation structure.Overall, Bitcoin is caught in a tug-of-war between an improving support structure and weak demand. Sustained ETF outflows, policy uncertainty, and macroeconomic risks collectively suppress its ability to break through the key resistance range. (The Block)
Odaily reports, according to on-chain analyst Ai Yi's updated monitoring, "Set 10 Big Goals First" actually held 2,826.41 BTC, worth approximately $219 million. The liquidation price this time was $75,371.33, resulting in a final loss of $6.511 million.
According to on-chain analyst Onchain Lens (@OnchainLens), a whale deposited its final 220 BTC (valued at $16.72 million) into Binance, realizing a $28 million profit over three years. The whale initially withdrew 370 BTC (valued at $6.23 million) from Binance and has now fully redeposited all of it back into Binance, where it is now worth $34.24 million.
according to on-chain analyst Ai's monitoring, "Set 10 Big Goals First" has stopped out of their position again. Based on the timing of their tweet, the user's BTC long position stop-loss point is estimated to be around $76,061, with a previous entry price of $77,686.5. If the long position is 397.718 BTC, the estimated loss is approximately $646,000; if the long position is 2,759.11 BTC, the estimated loss is approximately $4.485 million.
According to on-chain analyst Onchain Lens (@OnchainLens), a whale deposited $4.497 million in USDC into HyperLiquid and immediately opened a long position of 750.3 BTC with 10x leverage, representing a notional value of approximately $57 million.
Odaily, CryptoQuant.com posted on X platform, stating that BTC’s current pullback remains higher than the previous panic selling lows. This does not guarantee further declines, but the current situation still shows a substantial difference from past cyclical lows.
Galaxy Digital released its first-quarter 2026 financial results, reporting a net loss of $216 million and a diluted loss per share of $0.49. The primary driver was the broad downturn in cryptocurrency markets during the quarter, with total crypto market capitalization shrinking by approximately 20%. Its crypto asset holdings declined from $1.67 billion in Q4 2025 to $1.36 billion. As of the end of March, its largest crypto holding was 6,894 BTC (approximately $431 million), followed by $61 million worth of SOL and $42 million worth of ETH. Despite the pressure on earnings, Galaxy Digital’s AI infrastructure business is progressing smoothly: the company confirmed delivery of its first data center facility to CoreWeave and expects to fulfill its full commitment of 133 megawatts of AI/IT infrastructure by the end of Q2. Boosted by this news, the company’s stock (NASDAQ: GLXY) rose 5% intraday—a move that diverged from Bitcoin’s concurrent decline. Wall Street analysts currently assign GLXY an aggregate rating of “Moderate Buy,” with a consensus target price of $39.40—implying roughly 50% upside from its share price of $26.30 at the time of writing.
According to data from Trader T (@thepfund), on April 29, Bitcoin spot ETFs recorded a net outflow of $137.75 million. BlackRock’s IBIT led with an outflow of $54.7 million, followed by Fidelity’s FBTC at $36.13 million, Ark’s ARKB at $30.04 million, Grayscale’s GBTC at $21.15 million, and Franklin’s EZBC at $6.54 million. Morgan Stanley’s MSBT posted a net inflow of $10.81 million, while the remaining products saw no change.
According to on-chain analytics platform Lookonchain (@lookonchain), renowned cryptocurrency investor Machi (@machibigbrother) shifted from a profitable to a loss-making position over the past week, with current unrealized losses of approximately $3.29 million. His current holdings are as follows: ETH: 8,500 ETH held, with a current market value of approximately $19.31 million and a liquidation price of $2,197.95; BTC: 152 BTC held, with a current market value of approximately $11.59 million and a liquidation price of $72,161.47.
Adrian Fritz, Chief Investment Officer of 21Shares, stated that spot Bitcoin ETFs continue to attract capital inflows, reinforcing Bitcoin's core position in institutional asset allocation, even as the price remains volatile below the $80,000 mark. Adrian Fritz pointed out that since the beginning of this year, Bitcoin ETFs have absorbed nearly $2 billion in funds, sourced from retail investors, institutions, and hedge funds engaging in arbitrage and options strategies. He believes that as traditional asset management institutions like Morgan Stanley accelerate their deployment, crypto assets are being more broadly incorporated into multi-asset portfolio allocations. Bitcoin's current daily trading volume has exceeded $50 billion, with liquidity levels approaching those of large-cap tech stocks like Nvidia. The ETF mechanism simultaneously provides primary and secondary market liquidity, gradually granting it "institutional-grade asset" attributes.Although the market remains under pressure from macroeconomic conditions and interest rate environments, Adrian Fritz believes that ETF inflows have shifted from being speculation-driven to structural demand. He predicts that driven by factors such as improving geopolitical conditions, sustained capital inflows, and short covering, Bitcoin could challenge the $100,000 threshold this year. Meanwhile, differentiation among altcoins is intensifying, with the market shifting towards an asset selection logic that places greater emphasis on fundamentals and cash flow. (CoinDesk)
Odaily Bitcoin remained consolidating above $77,000 on Wednesday, with markets cautious ahead of the Federal Reserve's interest rate decision. According to market data, Bitcoin fluctuated within the range of approximately $75,689 to $77,837 during the session, and is currently trading around $77,100.This FOMC meeting is seen as a pivotal event. Markets widely expect interest rates to remain unchanged, but the real focus is on whether Federal Reserve Chairman Jerome Powell will signal a "higher-for-longer" hawkish stance. Additionally, this meeting may be his last as Fed Chair, with markets simultaneously pricing in uncertainty regarding policy direction and potential power transitions.On the capital front, U.S. spot Bitcoin ETFs saw a reversal after nine consecutive days of net inflows. SoSoValue data shows that on April 28, ETFs recorded net outflows of approximately $89.68 million. Among them, BlackRock's IBIT saw a single-day outflow of about $112 million. Meanwhile, Ethereum ETFs also logged net outflows of $21.8 million.On-chain data also signals caution. CryptoQuant noted that on April 27, exchange net inflows reached 9,905 BTC, the largest single-day inflow in nearly 30 days. Exchange reserves have also rebounded recently. If these inflows are not quickly absorbed, prices could retest the support range of $74,000–$75,000.On the macroeconomic front, fluctuations in crude oil prices and shifts in the Middle East energy landscape continue to influence inflation expectations. Some analysts believe this could limit the Fed's room for future easing. Meanwhile, market liquidity continues to weaken, with institutional trading volumes and perpetual contract activity both at low levels. This means any policy surprise could amplify price volatility.Overall, Bitcoin remains in a "low liquidity + high event risk" structure and may continue to oscillate within the $72,000 to $80,000 range in the short term, awaiting further clarity on the Fed's policy path. (The Block)