According to @ki_young_ju, U.S. institutional sentiment has not fully recovered as the hourly Coinbase Premium Index for BTC remains negative, based on CryptoQuant data shared in his update. According to CryptoQuant’s Coinbase Premium Index definition, the metric tracks the price gap between Coinbase and other exchanges such as Binance, and a negative reading indicates weaker U.S. spot demand and relative selling pressure on Coinbase versus offshore venues. According to CryptoQuant’s metric guide and trader usage, market participants monitor a flip to positive on this index as confirmation of returning U.S. bid, while a sustained negative reading can act as a headwind for BTC momentum during U.S. trading hours.

According to @simplykashif, CryptoQuant reported that during the latest BTC selloff, long-term Bitcoin holders accumulated while short-term holders sold in panic. Source: CryptoQuant via @simplykashif, Nov 18, 2025. For traders, the data indicates a transfer of BTC supply from short-term to long-term cohorts, highlighting active buying by long-term participants on downside moves. Source: CryptoQuant via @simplykashif, Nov 18, 2025. Risk management should factor in ongoing short-term selling pressure even as long-term accumulation increases. Source: CryptoQuant via @simplykashif, Nov 18, 2025.

According to Ki Young Ju, he expressed a bullish stance and directed readers to a CryptoQuant post via a link in his X update on Nov 17, 2025, indicating positive market sentiment without detailing metrics, source: Ki Young Ju on X and CryptoQuant on X. The post provides no specific data such as price levels, timeframes, or on-chain indicators that would constitute a tradable setup, source: Ki Young Ju on X. Traders should review the linked CryptoQuant thread for any verifiable on-chain analytics before making decisions, as the tweet itself is sentiment-only, source: Ki Young Ju on X and CryptoQuant on X. Without disclosed quantitative evidence in the tweet, it should not be treated as a direct buy or sell signal, source: Ki Young Ju on X.

According to Kashif Raza, long-term Bitcoin holders are selling more BTC now than in any prior month of 2025, highlighting an uptick in cohort distribution that traders monitor for supply dynamics, source: https://twitter.com/simplykashif/status/1989241965779775882. In on-chain analytics, long-term holders are commonly defined as coins aged over 155 days, and elevated spending from this group is characterized as a distribution phase, source: Glassnode Academy (Long- and Short-Term Holders, LTH definition). For trading confirmation and risk management, key metrics to track include LTH-SOPR for profit-taking intensity and exchange inflows for potential sell-side liquidity, source: Glassnode Academy (SOPR, LTH-SOPR) and CryptoQuant Metrics Glossary (Exchange Inflows).

According to the source, CryptoQuant data shows BTC exchange reserves continue to decline, indicating sustained net outflows from centralized exchanges (source: CryptoQuant). Shrinking on-exchange balances typically reduce immediate sell-side liquidity and can amplify price impact when order-book depth is thin, which traders should factor into execution and risk management (source: CryptoQuant; source: Kaiko). For confirmation, monitor neutral-to-positive funding with a rising spot premium over futures, growing stablecoin balances on exchanges, and subdued miner and long-term holder inflows to exchanges (source: CryptoQuant; source: Glassnode). Risk flags that would invalidate the bullish supply read include a turn to positive exchange netflows, increased miner-to-exchange transfers, and a spike in young coin spending that has preceded distribution phases in prior cycles (source: CryptoQuant; source: Glassnode).

According to CryptoQuant, Bitcoin whales purchased 30,000 BTC over the past week, indicating net accumulation by large holders on-chain (source: CryptoQuant). For trading confirmation, monitor CryptoQuant’s metrics on exchange inflows, perpetual funding rates, and spot-versus-derivatives basis to gauge whether buy-side pressure is persisting and where short-term support may form (source: CryptoQuant).

According to the source, BTC fell below 100K as the Coinbase Premium hit a 7-month low, suggesting softer US spot demand while some traders view the extreme discount as a potential bottom signal (source: the source). Historically, a low or negative Coinbase Premium indicates Coinbase prices lag offshore venues and aligns with weaker US bid in the short term, making it a useful flow gauge for BTC price action (source: CryptoQuant). Traders typically confirm any bottom thesis by watching a rebound in the Coinbase Premium Index alongside BTC funding rates and order-book imbalance to verify returning US buy-side liquidity (source: CryptoQuant; source: Kaiko). US spot Bitcoin ETF net flows provide an additional confirmation of US demand and can validate or contradict the premium signal during high-volatility periods (source: Farside Investors).

According to @adam3us, BTC price dips function as a transfer from weak hands to strong hands, signaling a long‑term accumulation stance toward pullbacks for Bitcoin traders, source: @adam3us on X, Nov 6, 2025. He referenced a CryptoQuant update in the same post, pointing traders to on-chain context behind current volatility and accumulation behavior, source: CryptoQuant link shared by @adam3us on X.

According to @PANewsCN, BTC broke the $107,000 support after 130 days in a $107,000–$123,000 range and wicked to $98,000, triggering about $640 million in long liquidations, the second-largest daily long wipeout since June 2021, source: @PANewsCN citing CryptoQuant analyst CryptoOnchain. Dip buyers then lifted price back to $101,000, a psychological level that aligns with the base of the long-term ascending channel from October 2023, source: @PANewsCN citing CryptoQuant. The $101,000 level is pivotal for trade setups, with a hold framing the move as a deviation-style buy opportunity, while a daily close below would impair the bull market structure and elevate downside risk, source: @PANewsCN citing CryptoOnchain.

According to @PANewsCN, retail investors holding under 0.1 BTC have sharply reduced activity this cycle, with the 90-day moving average of retail BTC inflows to Binance dropping from 552 BTC in early 2023 to 92 BTC now, a more than fivefold decline (source: CryptoQuant analyst Darkfost). The downtrend accelerated after the January 2024 launch of spot Bitcoin ETFs (source: CryptoQuant analyst Darkfost). The analysis attributes the drop in exchange inflows to users rotating into ETFs, more investors choosing to hold rather than sell, and some “shrimp” wallets surpassing 0.1 BTC through accumulation (source: CryptoQuant analyst Darkfost). For traders, this signals a notable shift in market leadership and behavior between exchanges and ETFs, with smaller-wallet sell flow into Binance diminishing versus prior periods (source: CryptoQuant analyst Darkfost).

According to Ki Young Ju, the BTC market is only fine if the widely referenced 4-year halving cycle theory is wrong. Source: Ki Young Ju post on X dated Nov 3, 2025. The 4-year cycle thesis stems from Bitcoin’s programmed block reward halving every 210,000 blocks that cuts new BTC issuance by 50% on a roughly four-year schedule. Source: Bitcoin whitepaper by Satoshi Nakamoto, 2008. The 2024 halving reduced the block subsidy from 6.25 BTC to 3.125 BTC per block, a structural supply change that traders monitor when evaluating cycle-driven price regimes. Source: Bitcoin.org Developer Guide on subsidy and halving rules.

According to the source, a fresh BTC breakout and renewed whale selling have been claimed but cannot be independently verified here; traders should confirm the price across Coinbase and Binance spot pairs and the CME CF Bitcoin Reference Rate before acting (sources: Coinbase Exchange; Binance; CF Benchmarks CME CF BRR). To validate whale sell pressure, review exchange netflows and large holder flows on Glassnode or CryptoQuant and depth or imbalance from Kaiko order books for confirmation or divergence before taking positions (sources: Glassnode; CryptoQuant; Kaiko). For session risk when traditional markets reopen, monitor S&P 500 E-mini futures and the U.S. Dollar Index DXY to gauge cross-asset pressure that can influence BTC liquidity and intraday volatility (sources: CME Group; ICE Data Services).

According to @OnchainLens, BlackRock deposited 794.43 BTC valued at about 87.44 million dollars and 48.36 ETH valued at about 188.8 thousand dollars into Coinbase within the past hour, citing Arkham Intelligence’s BlackRock entity data as the source for the transactions (source: @OnchainLens X post on Oct 30, 2025; source: Arkham Intelligence BlackRock entity page). Traders track large exchange inflows as potential near-term sell-side supply because they increase coins held in exchange wallets, a behavior defined in the Exchange Reserves and Exchange Inflows metrics and associated with distribution risk in on-chain research (source: CryptoQuant metric documentation; source: Glassnode on-chain reports on exchange inflows). To gauge trading impact, monitor Coinbase spot liquidity for BTC-USD and ETH-USD, plus the Coinbase Premium Index and funding rates to see whether the inflow translates into actual selling pressure, as these indicators are commonly used to assess spot-led pressure following exchange deposits (source: CryptoQuant Coinbase Premium Index documentation; source: Glassnode derivatives and funding methodologies).

According to the source, CryptoQuant analysts state the current crypto market correction is minor and likely short-lived, and they expect a strong altcoin rally before the cycle ends, indicating a late-cycle rotation into higher-beta assets may be underway (source: CryptoQuant).

According to Ki Young Ju, traders should strictly distinguish raw on-chain metrics from analyst forecasts to avoid equating data with predictions during periods of high volatility, source: Ki Young Ju on X, Oct 24, 2025. He advises market participants to maintain a DYOR process and consume data-driven content from multiple providers instead of relying on a single analyst, source: Ki Young Ju on X, Oct 24, 2025. Based on his guidance, a practical trading workflow is to cross-verify signals across datasets and analysts before sizing positions or adjusting risk, rather than discarding on-chain analytics after a missed forecast, source: Ki Young Ju on X, Oct 24, 2025.

According to Ki Young Ju, Bitcoin has entered the zetahash era, indicating the network hashrate has reached the 1 ZH/s range (source: X post by Ki Young Ju dated Oct 22, 2025). The milestone was also highlighted by Documenting Bitcoin in the post referenced by Ju (source: X post by Documenting Bitcoin linked in Ju’s announcement). At zettahash levels, protocol rules imply a higher mining difficulty at the next retarget to maintain ~10-minute blocks, a dynamic traders track for miner-margin pressure (source: Bitcoin.org Developer Guide on Difficulty). For positioning, monitor the estimated difficulty adjustment countdown and miner outflows to exchanges as gauges of potential supply from mining entities (sources: Bitcoin.org Developer Guide for adjustment mechanics; CryptoQuant metrics for miner flows).

According to the source, the post highlights expert debate on whether Bitcoin has bottomed, prompting traders to verify with on-chain, technical, and flows data (source post). Historically, BTC bottoms are confirmed when price reclaims and holds both the 200-week moving average and the realized price, marking the end of undervaluation phases (Fidelity Digital Assets; Glassnode Research). Bottoming phases often align with MVRV rising back above 1 after an extended period below 1, while SOPR resets near 1 indicate spent-profit exhaustion and reduced sell pressure (Glassnode Research). Derivatives sentiment typically normalizes as funding turns from negative to neutral and futures basis compresses with falling open interest, signaling deleveraging typical of cycle lows (Binance Research; CME Group). Miner capitulation and subsequent recovery, reflected by Puell Multiple sub-0.5 followed by rebound and Hash Ribbons bullish cross, have historically coincided with durable bottoms (Glassnode Research; Capriole Investments). Renewed spot demand is often preceded by net inflows to spot Bitcoin ETFs and rising stablecoin balances on exchanges, supporting price floors via incremental buy-side liquidity (Farside Investors; CryptoQuant). Macro headwinds easing, such as stabilizing real yields which historically pressure risk assets, can further support bottom confirmations in crypto risk appetite regimes (FRED; Coin Metrics).

According to @rovercrc, the Bitcoin Coinbase Premium Gap flipped negative, signaling Coinbase’s BTC/USD price is trading below offshore venues and indicating a potential shift in US-driven order flow. Source: @rovercrc on X, Oct 18, 2025. CryptoQuant defines the Coinbase Premium as the price difference between Coinbase and other major exchanges, with negative readings generally reflecting weaker US spot demand and short-term selling pressure. Source: CryptoQuant Indicator Documentation (Coinbase Premium Index). Traders monitor a negative Coinbase Premium for downside risk during US market hours and for confirmation alongside price action and liquidity signals. Source: CryptoQuant research notes on using Coinbase Premium as a proxy for US flows.

According to the source, a CryptoQuant analyst reports that crypto derivatives open interest has fallen to a 2025 low while market sentiment nears Extreme Fear, which the analyst interprets as a signal of potential selling exhaustion (source: CryptoQuant analyst).

According to the source, the U.S. government holds 316,760 BTC (~$35.9B) based on on-chain attribution, making it one of the largest known Bitcoin holders (source: CryptoQuant). Traders should treat sovereign wallets as potential supply and monitor U.S. government–labeled wallet movements and official sale announcements for timing risk (sources: Arkham Intelligence; U.S. Marshals Service). Historical U.S. government Bitcoin disposals were executed via auctions or court-directed sales rather than direct exchange selling, informing execution risk and liquidity planning (sources: U.S. Marshals Service; U.S. Department of Justice).