- Crypto saw a big rise in capital inflows with $6 billion added in one week.
- Stablecoin holdings are rising which may lead to more buying power soon.
- Bitcoin’s price is steady near $96K but real momentum is yet to be seen.
The crypto market is witnessing a renewed surge in capital inflows, signaling a potential shift in sentiment. According to analyst Ali (@ali_charts), the past week has seen $6 billion in net capital inflows across major assets, indicating a fresh wave of investment. At the same time, Bitcoin (BTC) is trading at $96,505, reflecting a stable trend amid shifting liquidity.
Glassnode’s latest data reveals a significant increase in positive 30-day capital inflows, now at $51.27 billion, up from $45.94 billion earlier in the week. Meanwhile, negative capital outflows remain negligible at just $800, suggesting that more funds are entering than leaving the market. The increase in BTC + ETH net position change, now at $36.40 billion, further supports the idea of growing investor confidence.
Stablecoin Net Position Rises, Adding Liquidity to the Market
Another crucial metric, stablecoin net position change, has climbed to $14.47 billion, up from $10.83 billion earlier in the week. This signals that investors are holding more stablecoins, potentially preparing for further crypto purchases. Historically, an increase in stablecoin reserves has often preceded stronger market movements, as traders deploy liquidity into riskier assets.
Despite these positive inflows, BTC price has slightly declined from its early-week high of $101,405. This suggests that while new money is entering the market, it has yet to translate into immediate upward price action. If capital inflows sustain these levels, Bitcoin could see stronger price momentum in the coming weeks.
Market Caution: Will This Liquidity Boost Hold?
While inflows are rising, some analysts remain cautious about sustainability. User @MISTERExc6 warns that liquidity spikes must be sustained for real market impact, emphasizing that short-term capital movements do not always guarantee price surges. Another concern is the state of order books, with traders noting that spot volume remains lower than past bull markets.
With Bitcoin hovering around $96K and liquidity expanding, the market stands at a crucial juncture. If inflows continue to build, BTC could see a potential push toward $100K in the near term. However, if liquidity fails to translate into active buying, the market may struggle to sustain its upward trajectory. Investors will be watching closely to see if this renewed momentum holds.
