Bitcoin LTH Supply Surge Does Not Reflect Real Demand — Here’s Why
The price of Bitcoin seemed set for another round of pain over the weekend after falling below the psychological $75,000 level on Saturday morning. However, the premier cryptocurrency has somewhat recovered and is looking to reclaim $77,000 as of this writing. At the same time, an increase in the supply of Bitcoin’s long-term investors was also observed on the day, although the signal might not be what it seems. Here’s Why BTC LTH Supply Data Is Skewed In a recent post on the X platform, pseudonymous analyst Darkfost revealed a surge in the Bitcoin supply held by long-term....
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Bitcoin’s demand backdrop has weakened sharply, according to CryptoQuant analyst Darkfost, who said an on-chain gauge of apparent demand has fallen to its most bearish reading of the year. Darkfost, posting on X under the handle @Darkfost_Coc, shared a CryptoQuant chart showing Bitcoin Apparent Demand on a 30-day sum basis falling deep into negative territory. The analyst said the metric is now approaching minus 147,000 BTC, marking its weakest level since the beginning of 2026. “Bitcoin’s Apparent Demand has just reached its most negative level since the beginning of the year,” Darkfost....
Conversations around XRP have grown louder in recent weeks as the cryptocurrency continues to trade around the $2.2 region while new Spot XRP ETFs continue to attract inflows across multiple issuers. One voice in the community has attempted to explain why the market is unusually calm despite rising institutional demand. An XRP enthusiast known as Pumpius shared a detailed thread on X that breaks down the mechanics behind the new ETFs and why the real impact may still be ahead. His argument is that the current XRP price action does not yet reflect what is going on behind the scenes.....
Some commentators are predicting a Bitcoin price surge during the year, mainly due to a slower rate of growth in the money supply. Compared with academic research carried out in previous years you may have noticed that many scholarly papers in 2016 have so far focused on analyzing Bitcoin’s potential future role, and in some cases examined user experiences of Bitcoin security and privacy [See: Krombholz, Judmayer, Gusenbauer and Weippl (2016); SBA Research, Vienna, Austria]. Some commentators are predicting a price surge during the year, mainly due to a slower rate of growth in the money....
The supply of BitGo’s wrapped bitcoins (WBTC) topped 76,000 after setting an all-time record of nearly 21,000 WBTC minted within one week. Here’s why.
Several well-known pundits agree on the power of a potential shake-up in supply and demand for Bitcoin this year. Bitcoin (BTC) demand has been in a “bear market” for a whole year, but a surge is most likely what will spark a new price run up.That’s according to prominent economics analyst Lyn Alden, who in a Twitter debate this week bet on demand snowballing and lifting BTC price action.Back: Watch supply & demand for BTC price cuesResponding to a survey by stock-to-flow model creator PlanB, Alden said that a demand transformation is more likely to cause a BTC price boom than multiple....