According to @ki_young_ju, the traditional Bitcoin (BTC) cycle theory, which advised buying when whales accumulate and selling when retail investors enter the market, is now considered obsolete. The author states that the previous pattern of whales selling to retail investors at market tops no longer holds true. In the current market dynamic, a significant shift is occurring where 'old whales' are selling their holdings to 'new long-term whales.' This change is reportedly driven by a level of institutional adoption that is larger than previously anticipated, suggesting a fundamental change in Bitcoin's market structure and holder composition, which has direct implications for trading strategies based on historical cycles.

According to Lookonchain, on July 24, a significant divergence in institutional fund flows was observed between Bitcoin and Ethereum ETFs. Data shows that 10 Bitcoin ETFs experienced a total net outflow of 751 BTC, equivalent to approximately $89.05 million. A major contributor to this outflow was Fidelity, which saw a withdrawal of 1,919 BTC ($227.62 million). In stark contrast, 9 Ethereum ETFs recorded a massive net inflow of 110,868 ETH, valued at over $404.23 million. BlackRock's iShares ETF was the primary driver of this surge, attracting 90,178 ETH ($328.79 million) in a single day. This data indicates a potential short-term shift in institutional preference from Bitcoin to Ethereum, a critical signal for traders monitoring market sentiment.

According to @ai_9684xtpa, on-chain data shows a significant transaction where 450 Bitcoin (BTC), valued at approximately $53.42 million, was moved to a new, unidentified wallet address (bc1qs...ejruu). The source of the funds was wallet address bc1qc...udryz. Large-scale movements of BTC to unknown addresses are closely monitored by traders as they can precede increased market volatility or signal strategic repositioning by a major holder, potentially impacting Bitcoin's price.

According to @lookonchain, a Bitcoin whale wallet that has been inactive for 14.5 years has transferred its entire holding of 3,962 BTC, valued at approximately $468 million, to a new wallet address (bc1qcz). This significant on-chain movement of very old coins is a critical event for traders to monitor, as it could signal a potential intention to sell, which would increase the available supply of BTC on the market and could exert downward pressure on its price.

According to @ai_9684xtpa, a significant on-chain transaction has been detected involving the movement of 3,963 Bitcoin (BTC), valued at approximately $469 million. The entire sum was transferred to a new wallet address, bc1qc...udryz. The source notes that as of the report, the receiving address has not initiated any subsequent outgoing transactions. Traders are closely monitoring this wallet, as large movements of this scale can signal preparations for selling, custody changes, or strategic repositioning, potentially impacting BTC's short-term price volatility.

According to @ai_9684xtpa, on-chain analysis has identified a wallet belonging to an early Bitcoin miner whose funds originated from 'Coinbase transactions,' which are block rewards from mining, not the exchange. With an estimated cost basis of just $0.32 per BTC, this ancient whale has achieved a staggering return on investment of over 370,000 times. The activity of such long-dormant, high-holding wallets is closely watched by traders for potential signs of large-scale selling pressure that could impact the BTC market.

According to @lookonchain, a Bitcoin whale wallet containing 3,962 BTC, valued at approximately $468 million, has become active after a 14.5-year period of dormancy. The wallet originally received the BTC in January 2011 when the price was just $0.37 per coin, making the initial investment a mere $1,453. Recently, the address executed a small test transaction of 0.0018 BTC, worth about $218. This activity from a long-dormant, high-value wallet is closely watched by traders, as any move to sell this substantial holding could introduce significant selling pressure into the Bitcoin market.

According to @ai_9684xtpa, an ancient Bitcoin (BTC) whale address that had been dormant for 14.5 years has shown activity. The address, with a potential cost basis as low as $0.32 per BTC, executed its first external transfer since January 2011, according to on-chain data. The transaction involved moving a small test amount of 0.001432 BTC to a new address. Traders often monitor the awakening of such long-dormant wallets for potential signals of increased market volatility or impending sell-offs, although this small transfer may simply be a test.

According to crypto analyst Crypto Rover, a significant market rally is on the horizon, with Bitcoin (BTC) expected to pump and altcoins predicted to 'explode'. In a social media post dated July 24, 2025, the analyst expressed strong bullish sentiment, suggesting traders prepare for a major upward move across the crypto market. The statement implies a high level of confidence in an upcoming altcoin season before the end of the year, prompting traders to consider which single altcoin holds the most potential for significant gains.

According to Cas Abbé, Bitcoin (BTC) is currently seeing a rapid exit of long positions while short positions are increasing at a fast pace. This market dynamic is occurring as BTC's price moves sideways, in contrast to the stock market, which is reaching new highs. Cas Abbé suggests this divergence and the build-up of short positions could culminate in a "short squeeze," an event that would force short sellers to buy back BTC, potentially causing a sharp and sudden price increase.

According to analyst @rovercrc, a significant amount of liquidity is accumulating above the current Bitcoin (BTC) price. This buildup of topside liquidity, often representing clusters of stop-loss orders for short positions, is viewed as a magnet for price action. Based on this observation, @rovercrc suggests that the next directional move for Bitcoin is 'obvious,' strongly implying an expectation of an upward price rally to capture this liquidity.

According to Crypto Rover, asset management giant BlackRock has purchased an additional 1,204 Bitcoin (BTC) for a total of $142 million. This significant acquisition, as reported by the source, highlights continued strong institutional interest in Bitcoin. For traders, this move by a major financial player like BlackRock can be interpreted as a bullish signal, potentially reinforcing market confidence and providing support for Bitcoin's price. The consistent accumulation by large institutions is a key indicator of long-term positive sentiment and may influence market dynamics by increasing demand.

According to Farside Investors, the latest daily flow data for spot Bitcoin ETFs reveals a significant inflow of $142.6 million into BlackRock's IBIT fund. For traders, this substantial single-day inflow is a bullish indicator, highlighting strong and persistent institutional buying pressure for Bitcoin (BTC), which can act as a key support level for its market price.

According to @ai_9684xtpa, a crypto whale known for holding long positions on both Aave and Hyperliquid has added 224.82 WBTC, valued at approximately $26.6 million, to their holdings. This latest purchase increases the whale's total long position on Bitcoin (BTC) to $135 million. The entire position is currently showing an unrealized profit of $5.621 million. On the Aave platform specifically, the entity has collateralized 700.19 WBTC to borrow $40.25 million in stablecoins, maintaining a healthy loan-to-value ratio with a health factor of 1.61. The Aave portion of the position alone accounts for $1.592 million in unrealized profits.

According to Farside Investors, the Invesco Galaxy Bitcoin ETF (BTCO) registered zero net flows on July 24, 2025. This figure indicates that capital inflows were perfectly matched by outflows for the day, signaling a neutral or paused sentiment among traders for this specific Bitcoin investment product. Such flat activity can suggest market indecision as investors await new catalysts before making significant moves.

According to Farside Investors, the VanEck Bitcoin Trust (HODL) recorded zero net capital flow on the latest trading day. This neutral activity, showing neither inflows nor outflows, suggests a temporary pause in institutional investment momentum for this specific spot Bitcoin ETF. Traders often monitor these daily flow metrics to gauge institutional sentiment and potential shifts in market liquidity for Bitcoin (BTC). The source also notes that VanEck has committed to donating 5% of the profits from its HODL ETF to support Bitcoin core developers.

According to @StockMKTNewz, Tesla's stock ($TSLA) experienced a significant drop of almost 5% in after-hours trading immediately following its latest earnings report. This negative market reaction to the electric vehicle maker's financial results could have ripple effects on the cryptocurrency market, particularly for Bitcoin (BTC), as Tesla remains a major corporate holder of the asset. A downturn in TSLA's stock value may influence broader market sentiment, potentially leading to increased volatility or a risk-off attitude among investors, which could indirectly impact crypto assets.

According to Farside Investors, Ark Invest's spot Bitcoin ETF (ARKB) recorded a net outflow of $9.8 million on July 23, 2025. This single-day outflow from a prominent ETF provider like Ark Invest could indicate short-term bearish sentiment among institutional investors. Traders should monitor these flows closely as continued outflows from major Bitcoin ETFs can signal potential downward pressure on the price of Bitcoin (BTC).

According to Farside Investors, the Bitwise Bitcoin ETF (BITB) experienced a net outflow of $1.9 million. This data point reflects institutional trading activity and contributes to the overall sentiment surrounding spot Bitcoin ETFs. The report from Farside Investors also noted that Bitwise donates 10% of the profits from its Bitcoin ETF product to support Bitcoin core developers, a factor that may appeal to certain investors.

According to Farside Investors, the Franklin Templeton Bitcoin ETF (EZBC) registered zero net flows on the analyzed day. This data point signifies a neutral day for the fund, with no new investment capital entering or leaving. For traders, individual ETF flows are crucial components for assessing the broader institutional sentiment towards Bitcoin (BTC). While a single day of zero flow for one fund is not a significant market event, the cumulative flow across all spot Bitcoin ETFs is a key indicator used to gauge potential buying or selling pressure on the underlying asset.