**BTC ETF $2.5B+ inflows/MSBT listing/MSTR fresh 4.8k@67.7k total 767k vs miner/treasury sells/Bitfinex longs contrarian & $71-72k weak rebound/on-chain weak/whales mixed/Coinbase premium flip/Schwab direct/$702M limit buys/Santiment F&G bottoms** [developing]
Key Questions
How much have BTC ETFs inflows been in March?
BTC ETFs recorded over $2.5B inflows in March, with IBIT leading at $1.7B and MSBT listing contributing. Schwab is also offering direct BTC/ETH trading.
What recent BTC purchases did MicroStrategy make?
MicroStrategy holds 767k BTC worth $54B after buying 4,871 BTC at $67.7k post-pause; Strive added 113 BTC at $68.5k for a total of 13.7k.
What selling activity is noted from miners and treasuries?
Riot sold 500 BTC in Q1 among 3.8k total; treasuries like Empery (370), Genius (all), and Bhutan (375) sold, contrasting ETF inflows.
What is the Bitfinex longs situation?
Bitfinex longs hit 79k BTC, the highest since Nov 2023, seen as contrarian bearish amid whales' Q1 $30.9B losses and fragile on-chain metrics.
What does the Coinbase premium indicate?
Coinbase premium flipped to +0.0019%, signaling potential bullish shift; price shows weak $71-72k rebound from $65-67k with $1.8B liq risk.
What are Santiment's key signals?
Santiment shows social sentiment at 1.03 bullish per bearish (weakest since Apr 6, contrarian bullish), F&G at bottoms, and loss chips average $93.6k.
What large buy orders are present?
$702M in BTC limit buys noted; dormant bc1quv moved 5500 BTC, Metaplanet added 5k, amid MACD golden cross nearing.
What should be monitored for BTC?
Watch Farside/Glassnode/Bitfinex/miners/Riot/oil/gold/DXY/74k/$61.7k/Coinbase/Schwab/Santiment for flows and sentiment shifts.
ETFs +$2.5B Mar (IBIT $1.7B/MSBT)/Schwab direct BTC/ETH; MSTR 767k BTC/$54B (+4,871@67.7k fresh post-pause)/Strive 13.7k (+113@68.5k); miner Riot 3.8k Q1 +500 BTC/treasury Empery 370/Genius all/Bhutan 375/Bitfinex longs 79k high since Nov'23 bear/whales Q1 $30.9B losses/0xb5a 40x shorts $10.2M amid $71-72k weak bounce from $65-67k rare bid imbalance/Glassnode fragile/Q1 net $500M outflows/$1.8B liq risk/Coinbase premium +0.0019%/OI $112B/STH 92% losses/miners stressed/gold rotation/Fib res/Santiment social 1.03/F&G 11/loss chips $93.6k; dormant bc1quv 5500 BTC/pension-usdt.eth 3x shorts/Metaplanet +5k/$702M limit buys/MACD golden cross nearing. Watch Farside/Glassnode/Bitfinex/miners/Riot/oil/gold/DXY/74k/$61.7k/Coinbase/Schwab/Santiment.