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According to data from Trader T (@thepfund), yesterday’s Bitcoin spot ETFs recorded a net outflow of $291 million. By product: Fidelity’s FBTC saw the largest outflow, with a net outflow of $229 million; Ark’s ARKB recorded a net outflow of $62.89 million; Grayscale’s GBTC saw a net outflow of $38.25 million; Grayscale’s Mini BTC had a net outflow of $11.03 million; and VanEck’s HODL posted a net outflow of $2.58 million. Products posting net inflows逆势 included BlackRock’s IBIT (+$34.7 million), Bitwise’s BITB (+$11.88 million), and Morgan Stanley’s MSBT (+$6.28 million); all other products registered zero net flow for the day.
According to on-chain analyst Onchain Lens (@OnchainLens), a whale has recently continued increasing its short positions on BTC and ETH, currently incurring unrealized losses exceeding $4 million. This whale had previously generated profits of over $25 million, but after the market reversed, its losses continued expanding to over $41 million, resulting in a cumulative total loss exceeding $66.19 million. Its current holdings include 1,031 BTC (approximately $76.7 million) and 11,560 ETH (approximately $24.4 million).
According to on-chain analytics platform Lookonchain (@lookonchain), a whale address linked to Matrixport—impacted by the market’s rebound—currently holds long positions of 120,000 ETH (approximately $283.5 million) and 700 BTC (approximately $52 million), with unrealized profits exceeding $36 million.
According to on-chain analyst Ai Aunt (@ai_9684xtpa), ETH briefly surged to approximately $2,400, with prominent whales exhibiting clear divergence in their trading behavior: • BillΞ.eth, founder of Intuition, sold 3,285 ETH (worth ~$7.79 million) at the resistance level of $2,372 one hour ago. Since March 8, he has cumulatively sold 8,771 ETH—valued at ~$19.14 million—with an average price of $2,182; he is now nearly fully liquidated. • The address 0x455…A433E swapped 2,831 WETH for 90.46 WBTC (worth ~$6.74 million) one hour ago at a conversion rate of $74,607 per BTC, signaling a strategic shift toward bullish sentiment on BTC’s upcoming price rally. • Swing trader nemorino.eth accumulated 1,347.37 ETH (worth ~$3 million) at an average entry price of $2,226.54 eight hours ago, initiating a new bullish swing trade.
According to on-chain analyst Onchain Lens (@OnchainLens), BlackRock withdrew 2,004 BTC from Coinbase within the past 7 hours, valued at approximately $145 million—potentially signaling continued institutional accumulation.
Mike McGlone, Senior Commodity Strategist at Bloomberg, posted on X that after Bitcoin’s sharp rally in 2025, it experienced a violent correction; currently, silver, gold, copper, natural gas—and most critically, crude oil—may enter an “up-too-much” zone by the end of 2026 and face similar correction risks. Typically, rapid asset price increases are underpinned by fundamentals, yet they simultaneously incentivize increased supply and dampen demand, ultimately triggering price reversals. Rapid surges in crude oil prices are often “destructive,” having historically triggered cascading effects across markets or the broader economy.
According to CoinShares’ Research Report (Issue 281), digital asset investment products recorded $1.1 billion in net inflows last week—the highest single-week level since January this year—driven primarily by U.S. CPI data coming in below expectations and ceasefire indications in the Iran situation, both of which significantly boosted market risk appetite. By asset, Bitcoin led inflows with $871 million for the week, bringing its year-to-date cumulative inflows close to $2 billion. Ethereum sentiment improved markedly, attracting $196.5 million in inflows; however, it remains in net outflow territory year-to-date. XRP saw $19.3 million in inflows, while Solana posted a modest outflow of $2.5 million. Notably, bearish Bitcoin products attracted $20.2 million in inflows during the same period—the largest single-week inflow since November 2024—indicating persistent hedging demand. Regionally, the U.S. dominated inflows, accounting for 95% of the total—or $1.06 billion. Germany, Canada, and Switzerland recorded inflows of $34.6 million, $7.8 million, and $6.9 million, respectively. Trading volume rose 13% week-on-week, yet the weekly volume of $2.1 billion remains below the year-to-date average of $3.1 billion. Total assets under management have rebounded to early-February levels.
According to QCP Group, U.S.-Iran negotiations collapsed over the weekend, sending oil prices back above $100 per barrel and triggering a broad market shift toward risk aversion. BTC encountered resistance at $74,000, while ETH pulled back from $2,330 to $2,180. Trump subsequently threatened to blockade the Strait of Hormuz to cut off Iranian oil exports; Iran countered with threats targeting the Bab el-Mandeb Strait, further widening risk exposure. China, as a major importer of Iranian crude oil, sits at the center of this crisis. Should the blockade be implemented, U.S.-China confrontation risks would rise significantly—a scenario not yet fully priced into markets. Nevertheless, the crypto market has demonstrated notable resilience: implied volatility and risk-reversal indicators have both retreated to pre-conflict levels, signaling waning panic. BlackRock’s IBIT recorded net inflows of $612.1 million over the past week, reflecting continued institutional buying momentum. Market focus has now shifted from geopolitical headlines to execution details: Trump announced the blockade will commence at 10 a.m. ET—yet repeated delays have rendered policy credibility itself a tradable variable.
According to Cointelegraph, Nic Puckrin, founder of Coin Bureau and a cryptocurrency market analyst, stated that Bitcoin’s current recovery is fragile. Geopolitical and macroeconomic pressures stemming from the Middle East conflict will dominate market trends in Q2 2026, with rate cuts not expected until Q3 or Q4 at the earliest. He noted that for BTC to reach $90,000, three conditions must simultaneously be met: easing geopolitical tensions, oil prices falling back to around $80 per barrel, and weakening economic data. BTC is currently trading at approximately $71,276, facing resistance near $74,000 and still trading below its 200-day exponential moving average. Earlier, on April 6, BTC briefly rose above $73,000 but subsequently declined following the collapse of U.S.-Iran negotiations and former U.S. President Trump’s announcement of a blockade of the Strait of Hormuz. There remains disagreement within the Federal Reserve’s FOMC regarding interest rate cuts in 2026; CME FedWatch data shows over a 98% probability that rates will be held steady at both the April 29 and June 17 meetings.
According to Cointelegraph, JP Richardson, CEO of Exodus, stated that financial institutions have accelerated their participation in the cryptocurrency market this year—including stablecoin market capitalization reaching an all-time high, Morgan Stanley launching a Bitcoin ETF, Schwab opening a waitlist for spot Bitcoin trading, Franklin Templeton establishing a cryptocurrency division, and Fannie Mae accepting Bitcoin as collateral for loans. Unlike previous cycles, institutional investors have stood out during this bull run, while retail participation has declined sharply. Data from CryptoQuant analyst Darkfost shows that inflows into small accounts holding less than 1 BTC on Binance have hit a record low, with retail activity dropping to its lowest level in nine years. Some retail investors have shifted toward equities and commodities markets. Analysts attribute the absence of retail investors primarily to the cost-of-living crisis and inflationary pressures.
Garrett Jin, agent of “1011 Insider Whale,” published an analysis stating that the U.S. government announced a full naval blockade of the Strait of Hormuz, effective 10:00 a.m. Eastern Time on April 13, prohibiting all vessels from entering or departing Iranian ports. This measure aims to cut off Iran’s oil revenue derived from this energy hub and reverse its current economic advantage in the ongoing conflict. Over the past six weeks, Iran has levied steep fees on vessels transiting the Strait of Hormuz and restricted energy exports for certain countries, triggering significant volatility in both cryptocurrency markets and global oil prices. The U.S. action is expected to impact market risk pricing for major crypto assets, including Bitcoin and Ethereum. The analysis notes that although the U.S. holds the initiative, Iran may continue exporting oil by escalating the conflict, relying on Chinese support, and utilizing decentralized gray markets—meaning war risks and market volatility will persist.
According to The Block, U.S. musician Garrett Dutton (stage name G. Love) lost 5.9 BTC—worth approximately $420,000—after downloading and using a counterfeit Ledger wallet app from the App Store and entering his recovery phrase. On-chain analyst ZachXBT discovered that the attacker laundered the stolen Bitcoin via the KuCoin platform. This incident once again exposes the security risks posed by fake wallet apps, reminding users to exercise heightened caution when downloading and using cryptocurrency-related applications, and to avoid entering sensitive information through unofficial channels.
Visser stated, “If Bitcoin’s trading price breaks above $76,000 and Ethereum breaks above $2,400, I believe that would mark the beginning of a sustainable rally this year, as I don’t think we’ll enter a recession.” At press time, Bitcoin was trading at approximately $71,646—about a 6.1% increase away from $76,000—while Ethereum was trading at approximately $2,215—about an 8% increase away from $2,400.
According to CoinDesk, against the backdrop of the ongoing U.S.-Iran geopolitical conflict—now lasting approximately six weeks—the Bitcoin market is clearly bifurcating into two camps: “passive buyers,” represented by Strategy and spot ETFs, continue accumulating BTC, while whales, mining companies, and certain sovereign holders are shifting toward selling. The selling pressure is evident: whale addresses holding 1,000–10,000 BTC have shifted from net buying to substantial net selling, with their year-to-date holdings changing from roughly +200,000 BTC to –188,000 BTC; publicly listed mining firms, under mounting cost pressures, have also concentrated their selling—offloading over 19,000 BTC in a single week. Additionally, sovereign holders such as Bhutan have sold approximately 70% of their Bitcoin reserves since October 2024. Analysis suggests that although market sentiment briefly plunged into the “extreme fear” zone, Bitcoin’s price has remained range-bound between $65,000 and $73,000, indicating that this “floor” is primarily propped up by a narrow base of institutional buying. Currently, the buyer base continues to contract, and the market’s next directional move will hinge on whether institutional inflows can sustain momentum and break through key resistance levels.
According to on-chain analytics platform Lookonchain (@lookonchain), the U.S. government (funds seized from Glenn Olivio) deposited 2.44 BTC (approximately $177,000) into Coinbase Prime 10 minutes ago.
According to on-chain analyst Onchain Lens (@OnchainLens), BlackRock withdrew 2,700 BTC (worth $196.87 million) and 30,000 ETH (worth $67.42 million) from Coinbase.
According to Cointelegraph, Bitcoin’s price broke above $73,000 on Friday, driven by U.S. Consumer Price Index (CPI) data that came in below market expectations. The data showed that the U.S. energy index rose 10.9% in March, with gasoline prices surging 21.2% month-on-month—the largest monthly increase since 1967—and becoming the primary driver of CPI growth. Despite the sharp rise in energy prices, overall CPI was still 0.1% lower than expected. Traders are focusing on Bitcoin’s near-term resistance levels, particularly the liquidity zone around $74,000. Expectations for Federal Reserve rate cuts remain low, a view already widely shared by the market.
According to The Block, Bitcoin continued its high-range consolidation this week, holding above $72,000, influenced by developments in the Middle East and U.S. CPI inflation data. Spot Bitcoin ETFs recorded $358 million in net inflows on April 9, while Ethereum funds attracted approximately $85 million in new capital. Analysts noted that although the Middle East ceasefire has reduced risk premiums, markets have yet to return to normal, with oil prices, interest rates, and crypto assets remaining tightly correlated. March’s CPI rose 3.3% year-on-year—slightly below expectations—with rising energy costs serving as the primary driver. Institutional investors remain cautious toward risk, and options markets suggest volatility may subside over the summer. Bitcoin’s current price action is driven by macroeconomic and geopolitical factors, and traders are awaiting further data to assess its next directional move.
According to on-chain analyst Onchain Lens (@OnchainLens), the Royal Government of Bhutan transferred 250 BTC to a newly created wallet, valued at $18.05 million.
According to on-chain analyst Ai Aunt (@ai_9684xtpa), renowned trader “Set 10 Big Goals First” (@Jason60704294) has updated his latest positions: his BTC short position has not only avoided triggering its stop-loss but has been increased to 2,567.49 BTC, with an average entry price of $71,554.61—currently showing a floating loss of $1.374 million. His ETH short position stands at 38,465.22 ETH, with an average entry price of $2,248.74, currently generating a floating profit of $2.018 million. The net floating profit across both positions is approximately $644,000.