BTC Flows Halving Tracker

Bitcoin is emerging as premium collateral in repo markets, derivatives margin, prime brokerage, and secured lending.

• Competes with U.S. Treasuries...

Whale milestone approaching: 19,993 wallets hold 100+ BTC (~$6.78M each at $68K), set to surpass 20,000.

• Growing distribution: Rise indicates...

Post-halving mining stress hits MARA hard:

• Massive Q4 loss of $1.71B, mainly $1.5B BTC revaluation hit amid price drop.
• Mined 2,011 BTC in Q4...

• Bearish pause: Selling exhausted; sideways ~1 month, rebound to mid-$70K likely rejected as spot/futures liquidity drains.
• Typical bottom: ~$45K...

Deeply negative perp funding across exchanges shows shorts paying premiums, hinting at a relief rally.

Key signals:

• Rates at Binance -0.005%, OKX...

Major leap for Bitcoin adoption: Citi launches institutional-grade custody in 2026, holding BTC directly on balance sheet—not ETFs.

• Core services:...

ETF flows signal undervaluation: BTC at $67.4K trades 41% below flow-implied $94.9K value.

• $70B inflows since launch, often exceeding mining supply...

Activist pushback intensifies on corporate BTC holdings amid price slides:

• Empery Digital faces demand to sell 4,081 BTC (top 25 public holder) and...

Lyn Alden (@LynAldenContact) shares update: https://t.co/PrwzJddUHv. Key read for BTC fundamentals and halving cycle tracking.

Corporate accumulation ramps up: Block Inc. added 340 BTC (~$22M) to its balance sheet in Q4 as a long-term reserve.

• Profit-driven DCA: Funds buys...

• Network hashrate up 0.89% to 1055 EH/s amid positive mining developments
• Tether's 50 EH/s portfolio managed by Elektron, the largest private miner...

• Ainslie experts Chris Tipper, Joseph Brombal, Paul Engeman analyze global liquidity index data for Gold, Silver, Bitcoin
• Share simple trading...

Bitcoin trapped below $70K resistance after fifth straight monthly decline (down 14% in Feb).

Key dynamics:

• ETF Surge: $1.1B inflows over 3 days,...

• Massive expiry today: $7.8B BTC options expire Feb 27, put/call ratio 0.76 (call-heavy), max pain $75K but highest OI at $60K ($1.5B).
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Major TradFi push: Morgan Stanley ($8T AUM) launches native Bitcoin custody/exchange platform, enabling client BTC holdings under firm oversight.

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ETF Inflows Surge

• 🔥 Record $506.5M Inflows: US spot Bitcoin ETFs saw $506.5M inflows on Wednesday, the largest since February 2, with...

Unique 2026 cycle splits into two markets:

• Institutions stay convicted amid ETF/policy adoption
• Retail shows near-total apathy, absent unlike...

Historic first: Sitting SEC Chairman Paul Atkins confirmed as speaker at Bitcoin 2026, the world's largest Bitcoin conference.

• Policy pivot:...

Whale club expansion nears 20K wallets (19,993 as of Thursday, ~$6.71M each), potentially by Friday.

• Signals healthier distribution to more large...

Post-halving pivot: Bitcoin miners like MARA are repurposing sites for AI amid halved rewards, rising costs, and squeezed margins.

• Deal details:...