Spotlight:
The digital asset market began the week in a consolidation phase, with Bitcoin adjusting to approximately $64,700, a move of 5% over the last 24 hours. This price action follows a shift from the $67,000 range seen over the weekend as the market seeks a new equilibrium. Data from recent sessions indicates that while newer investors were recently realizing losses of about $1.24 billion per day, that figure has moderated significantly to roughly $480 million. This suggests that the period of urgent selling is transitioning into a more stable base-building phase, where the market digests recent moves rather than reacting to immediate price swings.
Bitcoin Price:
Current exchange dynamics show a shift in the profile of market participants, with larger holders now accounting for a more significant portion of exchange inflows. Nearly two-thirds of the Bitcoin moving onto trading platforms originates from the ten largest daily deposits, indicating that institutional-sized entities are currently more active than retail traders. Meanwhile, the altcoin sector has seen a rise in average daily deposits to approximately 49,000 in 2026, up from 40,000 in late 2025. This increased activity across alternative tokens often points to a period of recalibration and higher sensitivity to broader market trends.
On the institutional side, Bitcoin ETFs have recorded their fifth consecutive week of net outflows, reflecting a more cautious stance from professional allocators. This trend aligns with recent U.S. economic data, which showed fourth-quarter GDP growth at 1.4% and the PCE price index at 2.9%. The combination of moderate growth and persistent inflation has led to a more neutral outlook regarding Federal Reserve interest rate adjustments. As a result, many investors are waiting for clearer signals on monetary policy before increasing their exposure to digital assets.
BTC/ETH ETF's Netflows:
Developments in U.S. trade policy and international relations are also playing a role in the current market environment. Following a Supreme Court ruling on previous trade programs, a new global tariff rate of 15% was announced, which introduced a level of uncertainty into global equity markets and led to a slight decline in Nasdaq futures. Geopolitical focus also remains on Iran as the U.S. administration encourages a new agreement on its nuclear program. These factors have contributed to a rise in traditional commodities, with gold and silver trending higher as investors balance their portfolios against potential trade shifts.
As the week progresses, the market is focused on whether the $65,000 level can serve as a consistent pivot point for Bitcoin. While the recent flush in prices has cleared some of the immediate selling pressure, the broader structure is waiting for a renewed catalyst. The relationship between digital assets and traditional risk-sensitive markets remains close, as both sectors react to the same set of geopolitical and macroeconomic variables. For now, the focus remains on the quality of exchange flows and the stabilization of institutional sentiment.
Looking Ahead:
We will be closely monitoring the $65,000 support level to see if it provides the foundation for a more sustained recovery. A key event this week will be Nvidia's earnings report on Wednesday, which often serves as a proxy for sentiment in the technology and AI sectors, potentially impacting correlated digital assets. Additionally, any further clarity on the implementation of the new tariff structures or diplomatic developments regarding Iran will be essential for gauging global risk appetite. Finally, we are watching for a potential shift in ETF flow patterns, as a break in the five-week outflow trend would be a significant indicator of renewed institutional confidence at current price levels.
