Thursday Crypto Recap, Institutions Are Still Building
Bitcoin moved above $97K and price action stayed calm, but the important signals were underneath the surface. Spot Bitcoin ETFs posted $753M in net inflows, the strongest single-day inflow since October, showing institutions are still accumulating.
At the same time, stablecoin and regulation progress continued: Visa and BVNK launched stablecoin payouts, Pakistan signed an agreement to integrate USD1, Germany’s DZ Bank received approval to launch a crypto platform, and NYSE listed a Chainlink ETF.
This is what “quiet strength” looks like: capital, infrastructure, and regulation moving together.
✅ Full analytics in Telegram -> https://bit.ly/Cryptonewspp #BTC #Macro
$SOL is starting to push higher after breaking out of a tight compression zone.
Technical view: an ascending triangle is forming after a long corrective phase. The bias stays bullish as long as price holds above the reclaimed trendline and keeps respecting the rising support.
If SOL slips back below the breakout area and loses trendline support, the upside attempt can weaken and turn into more sideways action.
Strive (ASST) announced an all-stock acquisition of Semler Scientific (SMLR). The key detail: Semler holds 5,048 BTC, so Strive is effectively acquiring a BTC treasury through a corporate deal.
They also bought 123 BTC around ~$91.5K. After the transaction, the combined total is expected to reach 12,797 BTC, making them the 11th largest corporate holder.
This is a new trend: companies aren’t only buying BTC, they’re buying companies that already hold BTC. #BTC #Bitcoin
There are reports that a “Satoshi-era” whale has become active again after years of silence, with claims of buying around 26,900 $BTC (roughly $2.45B).
If confirmed on-chain, this would be one of the most notable whale reactivations in a long time, and it would show strong conviction at current prices.
For now, it’s important to treat this as unconfirmed until the wallet activity is verified by reliable on-chain tracking.
O BNB está em um suporte de faixa bem definido. Enquanto o preço mantiver esta zona, a configuração favorece uma recuperação em direção aos níveis de liquidez mais altos.
Raoul Pal Says Bitcoin Is Close to a Major Breakout
Raoul Pal believes #Bitcoin is approaching an explosive move. According to him, improving liquidity conditions and shifting macro dynamics are setting the stage for the next expansion phase.
This kind of setup usually doesn’t stay quiet for long.
O gráfico mensal dos OTHERS/BTC mostra um padrão claro e repetitivo. Os altseasons anteriores renderam um crescimento explosivo assim que a dominância do Bitcoin caiu.
• 2017: expansão de ~49× • 2021: expansão de ~67×
Hoje, o preço está mantendo uma estrutura de longo prazo mais alta, sugerindo acumulação em vez de distribuição. Se essa tendência continuar, o próximo altseason poderá ser maior que os ciclos anteriores.
O gráfico mensal dos OTHERS/BTC mostra um padrão claro e repetitivo. Os altseasons anteriores renderam um aumento explosivo assim que a dominância do Bitcoin caiu.
• 2017: expansão de ~49× • 2021: expansão de ~67×
Hoje, o preço está mantendo uma estrutura de longo prazo mais alta, sugerindo acumulação em vez de distribuição. Se essa tendência continuar, o próximo altseason poderá ser maior que os ciclos anteriores.
💥 JPMorgan: Crypto Correction Nearing Its Final Phase
JPMorgan analysts believe the recent crypto drawdown is almost complete. ETF flows for Bitcoin and Ethereum are starting to stabilize after early-year outflows.
They describe the move as normal post-rally positioning, not a liquidity crisis. Investors were trimming exposure after a strong 2025 run, not rushing for exits.
Corrections driven by rebalancing usually end faster than those driven by forced selling.
If flows stay stable, attention may soon shift to re-entry instead of risk reduction.
Vitalik Buterin vê o Ethereum como infraestrutura, não como um produto.
Ele costuma compará-lo ao Linux ou ao BitTorrent, sistemas abertos que escalam globalmente sem controle central. O objetivo para $ETH é tornar-se uma infraestrutura neutra, confiável, que instituições possam usar sem confiar em intermediários.
Isso importa porque instituições não querem hype. Elas querem menor risco, estabilidade e sistemas que duram.
Se o Ethereum seguir esse caminho, a adoção pode ser lenta e silenciosa, mas extremamente duradoura.
$XRP is bouncing from a long-term support zone and has pushed out of a short-term bearish channel. This move suggests buyers are trying to regain control and test higher resistance levels.
As long as XRP holds above the base support, the bias remains cautiously bullish. A failure to hold this level could weaken the recovery and reopen downside risk.
Market structure shows how $BTC behaves over time. Higher highs and higher lows signal bullish momentum, while lower highs and lower lows show bearish control.
Trends offer clearer opportunities, while ranges require patience. When structure shifts, it often signals either continuation or reversal.
🚨 Breaking: Even Insiders Lose in Crypto A trader labeled as “Trump’s insider” has closed a massive $311M Bitcoin long at a $3.8M loss.
Despite claims of a perfect win rate and entering the trade ahead of Trump’s signing, the position still failed. It’s a reminder that size, timing, and insider narratives don’t guarantee profits in crypto markets.
$BNB está mantendo a área de suporte 890–892 pela quarta vez e reagindo com uma pequena recuperação. Embora isso possa parecer bullish a curto prazo, o maior pool de liquidez ainda está abaixo do suporte, o que mantém o risco de queda em aberto.
A estrutura do mercado ainda é bearish. Movimentos de curto prazo podem ser armadilhas. A proteção do capital é mais importante do que capturar cada recuperação.
Tom Lee: o BTC Pode Chegar a 250.000 Dólares em 2026
Tom Lee diz que o $BTC pode ter um caminho para 250.000 dólares em 2026, especialmente se o ciclo habitual de 4 anos parar de se comportar da mesma maneira.
Se o Bitcoin se mantiver e o ciclo se estender, isso geralmente apoia um comportamento mais propenso ao risco, o que normalmente é positivo também para o $ETH.
🗞 Resumo das Notícias de Cripto & Macro das Últimas 24H
• ETFs com $SOL agora gerem mais de US$1B, liderados pelo BSOL da Bitwise • Vitalik Buterin diz que o Ethereum prioriza liberdade e resiliência em vez de eficiência • O valor total de mercado de cripto cresceu cerca de US$240B desde 1º de janeiro, agora em US$3,18T • As ações da Coinbase subiram 8% após a atualização da Goldman Sachs • A Morgan Stanley protocolou um S-1 para um Fundo de Bitcoin • O S&P 500 atingiu um novo recorde histórico de 6.944
📊 Golden Cross vs Death Cross: What Bitcoin History Tells Us
Golden and Death Crosses are simple moving average signals (50 vs 200), often misunderstood as future predictions. In reality, they reflect sentiment after moves already started.
They worked in 2020 and 2024 because structure, volume, and macro aligned. They failed in 2021 when selling was already exhausted.
Best used with market structure, volume, and macro context.
“If #Bitcoin breaks $100K, you can bet it will hit $1 million.” – John McAfee
This quote reflects long-term belief in Bitcoin’s upside, not a near-term price prediction. As adoption and institutional interest grow, bold narratives like this continue to resurface.
What 2026 May Look Like for Crypto 2026 is shaping up as a transition year. Bitcoin is increasingly treated as a strategic asset, while stablecoins and real-world asset tokenization continue to grow. At the same time, new altcoin ETFs could bring broader market participation. The focus may slowly move away from short-term hype toward real use cases and sustainable growth. #BTC #Crypto #Bitcoin
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