Whale selling pressure collapses 📉
Current data shows a clear decline in whale transactions, more specifically in their BTC inflows to exchanges.
In other words, large holders are sending significantly less BTC to trading platforms than before.
The chart presented here focuses on BTC inflows to Binance, segmented by transaction size :
➡️100 to 1,000 BTC
➡️ 1,000 to 10,000 BTC
➡️Over 10,000 BTC
💡 These inflows are generally associated with selling pressure. When a large amount of BTC is transferred to an exchange, it is most often done with the intention to sell.
Whales are usually considered a more cautious category of investors and tend to be less sensitive to market movements than retail participants. They typically act with greater discipline and patience.
However, December has been particularly challenging, even for these investors.
At the end of November, whale inflows to Binance surged as BTC continued its correction from its latest ATH around $126,000.
💥 The average monthly total reached nearly $8 billion, at a time when BTC fell back below the $90,000 level.
This phase clearly triggered a panic-driven move.
Transactions ranging between 100 and 10,000 BTC increased significantly, especially as price broke below the $85,000 level.
This behavior reflects real stress among certain whales, who chose to sell quickly in order to limit losses, thereby reinforcing selling pressure on the market.
✅ Today, the situation looks very different.
These inflows have been divided by three and now stand at around $2.74 billion.
Daily movements are far less frequent than during the cluster observed at the end of November.
👉 This shift in dynamics suggests that whales have changed their behavior.
They are no longer selling aggressively and now appear to favor waiting.
The current consolidation phase seems to encourage holding, which significantly reduces the selling pressure exerted by these players, whose market impact can be substantial.

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巨鯨出售壓力驟減📉
當前數據顯示，巨鯨交易量明顯下降，尤其是它們流入交易所的BTC下降。
換句話說，大額比特幣持有者向交易平臺發送的BTC比以前大幅減少。
此處展示的圖表重點關注BTC流入幣安的流量，並按交易規模進行了細分：
➡️100 至 1,000 個BTC
➡️ 1,000 至 10,000 個BTC
➡️超過 10,000 個BTC
💡 這些資金流入通常與拋售壓力有關。當大量BTC被轉移到交易所時，其目的往往是為了出售。
巨鯨投資者通常被認為是一類更為謹慎的投資者，他們對市場波動的敏感度往往低於散戶投資者。他們通常行事更加自律和耐心。
然而，即使對於這些投資者來說，12 月也格外充滿挑戰。
11 月底，隨著BTC從最近的歷史高點126,000 美元左右持續回調，巨鯨資金湧入幣安。
💥 平均每月總額接近 80 億美元，而與此同時，BTC跌破了 9 萬美元大關。
這一階段顯然引發了恐慌性行動。
100 至 10,000 BTC之間的交易量顯著增加，尤其是在價格跌破 85,000 美元水平之後。
這種行為反映了某些巨鯨的真實壓力，它們選擇快速拋售以減少損失，從而加劇了市場的拋售壓力。
✅如今，情況大不相同了。
這些流入資金已除以三，目前約為 27.4 億美元。
與 11 月底觀察到的聚集性疫情相比，日常活動頻率要低得多。
👉 這種動態變化表明鯨魚的行為發生了改變。
他們不再積極推銷，現在似乎更傾向於等待。
目前的盤整階段似乎鼓勵投資者持有股票，這大大降低了這些市場參與者施加的拋售壓力，而這些參與者的市場影響可能相當大。

貝萊德與Uniswap合作，將代幣化債券基金引入DeFi領域，推動UNI價格飆升。圖片來源：Diaro
貝萊德持續擴展其在去中心化金融（DeFi）領域的佈局，此舉為……鋪平了道路。

貝萊德與Uniswap合作，將代幣化債券基金引入DeFi領域，導致UNI價格飆升……

Polymarket 上一玩家 1 年交易 61,793 次，狂賺 10.6 萬美元。

蚊子肉，滾出 10 萬美元利潤

貝萊德亞太區iShares主管尼古拉斯·皮奇表示，即使在亞洲，對加密貨幣進行適度的投資組合配置也可能推動大量資金流入市場。

他在Consensus大會的一個小組討論會上發表了上述言論……

貝萊德高管表示，亞洲地區1%的加密貨幣配置可釋放2萬億美元的新資金流入。

I love this chart built by my friend @JA_Maartun

我非常喜歡我的朋友@JA_Maartun製作的這張圖表。