Julio Moreno

Julio Moreno

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Senior Analyst @CryptoQuant_com

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Bitcoin, current bear market performance is among the worst in the comparable periods, -30%. Here I define bear market as price < 365-day simple moving average.

US investors are buying after Bitcoin touched $60K. The Coinbase premium is now positive for the first time since mid-January

Shorts in complete control. 1. Dominating Futures Open Interest. 2. Higher sell volume. 3. Negative funding rates.

Daily production of publicly traded Bitcoin mining companies. See the recent daily production decline as they curtailed operations amid the US winter storm. This include CORZ, BITF, CLSK, WULF, CIPHER, RIOT, MARA, IREN and CAN.

S2F failed. Power law failed. M2 failed. Business cycle failed. The latest model to try and catch the Bitcoin low seems to be the BTC/Gold ratio, which of course will show that Bitcoin is tremendously undervalued against gold. Fits the narrative. People will look for any explanation but the actual Bitcoin data, which continues to be bearish.

Bitcoin holders realizing losses, for a 30-day period since, late December for the first time since October 2023.

A miner from the Satoshi era moved 2K Bitcoin today, the first time this happens since November 2024, when Bitcoin was at ~$91K. Historically, Satoshi-era miners move their Bitcoin at key inflection points.

Check out my participation with @beincrypto. Thanks for the invitation @harsh_notariya.

Inside Bitcoin’s Current Cycle: Demand Slowdown, ETFs, and Treasury Behavior Hosted by @harsh_notariya, @jjcmoreno of @cryptoquant_com breaks down demand cycles, ETF flows, miner economics, and the on-chain signals that matter when volatility spikes. 🎥 Full video below 👇🏻

Yes, Bitcoin long-term holders (LTH) have spent massive amount of coins, but not at new record levels as suggested by some data. A significant portion of LTH spending was due to exchange internal transactions. In November 26, 2025, the 30-day sum of LTH spending was a

We have been writing about Bitcoin entering into a bear market since early November. And yes, we are in a bear market mostly amid demand exhaustion. View are latest report here:

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