According to @CoinMarketCap, the CMC Fear & Greed Index is at 25/100, marking 47 consecutive days in fear territory, the longest streak since November 2024, with social sentiment at 4.74/10 and mixed signals (source: @CoinMarketCap). @CoinMarketCap reported three drivers for the sell-off: Italy’s Consob set a June 2026 MiCA compliance deadline, a Strategy reduced Bitcoin purchases by 93% from 134,000 BTC monthly to 135 BTC in December, and spot crypto trading volume fell 18% from $244B to $200B in 24 hours (source: @CoinMarketCap). @CoinMarketCap indicated that this extended fear and the 18% drop in spot volume reflect a risk-off environment that can affect BTC and broader crypto market liquidity in the near term (source: @CoinMarketCap).

According to @Andre_Dragosch, Twenty One's recent Bitcoin purchases on Bitfinex have removed nearly 10% of the exchange's total BTC balances, representing a significant demand shock rather than a supply shock. This large-scale acquisition has immediate trading implications, as such concentrated buying activity can drive up short-term volatility and potentially increase Bitcoin prices on exchanges with lower liquidity. Traders should monitor order book depth and liquidity on Bitfinex and other major exchanges, as reduced available supply may impact price discovery and trigger rapid price movements. Source: @Andre_Dragosch via Twitter, June 4, 2025.

According to André Dragosch (@Andre_Dragosch), there is a clear trend of companies raising millions of dollars specifically to acquire more Bitcoin, as observed in daily market news (source: Twitter, May 13, 2025). This consistent fundraising and Bitcoin accumulation by institutional players signals ongoing institutional interest and supports the current upward momentum in Bitcoin pricing. For traders, tracking these announcements can provide actionable insights into potential liquidity shifts and price trends, as large corporate buys often lead to short-term price volatility and increased trading opportunities.

According to Crypto Rover (@rovercrc), the establishment of the U.S. Strategic Bitcoin Reserve has triggered a global FOMO (Fear of Missing Out) among institutions, states, and nations, leading to a significant increase in Bitcoin purchases. This development is described as historic, with expectations of intense market activity in the coming months.

According to André Dragosch, PhD, Strategy has resumed its bitcoin purchases and now holds nearly 500,000 BTC. This significant accumulation could imply increased confidence in Bitcoin's long-term value and might influence market dynamics by affecting supply and demand metrics. Traders should consider the impact of such large-scale purchases on Bitcoin's price stability and potential bullish momentum.