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CryptoQuant: U.S. Bitcoin sellers continue to outweigh buyers
The Coinbase Premium Gap has dropped to -$134 and has remained negative since early May. This indicator tracks the price difference between Bitcoin on Coinbase and offshore platforms like Binance.
A negative value means BTC is trading at a discount on Coinbase โ a sign of intense selling pressure from U.S. investors, with minimal domestic demand to offset it.
In short: Americans are offloading Bitcoin faster than global buyers can absorb it
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Crypto Edge
CryptoQuant: U.S. Bitcoin sellers continue to outweigh buyers
The Coinbase Premium Gap has dropped to -$134 and has remained negative since early May. This indicator tracks the price difference between Bitcoin on Coinbase and offshore platforms like Binance.
A negative value means BTC is trading at a discount on Coinbase โ a sign of intense selling pressure from U.S. investors, with minimal domestic demand to offset it.
In short: Americans are offloading Bitcoin faster than global buyers can absorb it
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Crypto Edge
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Bitcoin is now displaying the most dramatic divergence from global money supply ever seen.
For years, Bitcoinโs price closely followed global liquidity trendsโmeasured by M2 growthโwith only a slight delay, serving as a consistent macro indicator.
That correlation is now breaking down.
Either Bitcoin will eventually snap back in line with this metric, restoring its historical behaviorโor the long-held belief that โrising liquidity drives Bitcoinโ is becoming obsolete.
The market stands at a crossroads: is this merely a temporary disconnect, or a fundamental shift in cryptoโs macro story?
#Bitcoin #Macro #MarketAnalysis
Crypto Edge
For years, Bitcoinโs price closely followed global liquidity trendsโmeasured by M2 growthโwith only a slight delay, serving as a consistent macro indicator.
That correlation is now breaking down.
Either Bitcoin will eventually snap back in line with this metric, restoring its historical behaviorโor the long-held belief that โrising liquidity drives Bitcoinโ is becoming obsolete.
The market stands at a crossroads: is this merely a temporary disconnect, or a fundamental shift in cryptoโs macro story?
#Bitcoin #Macro #MarketAnalysis
Crypto Edge
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JUST IN: ๐ Strive CEO Matt Cole stated, "If #Bitcoin grows by roughly 5.9% annually, Strive could sustain dividend payouts on its $SATA indefinitely."
"I believe BTC will rise about 30% per year over the next 10โ20 yearsโbut anything above 13%, and the common equity starts outperforming Bitcoin itself."
Source: https://x.com/BTCtreasuries/status/2059911349636137176
Crypto Edge
"I believe BTC will rise about 30% per year over the next 10โ20 yearsโbut anything above 13%, and the common equity starts outperforming Bitcoin itself."
Source: https://x.com/BTCtreasuries/status/2059911349636137176
Crypto Edge
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Strive CEO Matt Cole just shared: "If #Bitcoin grows at roughly 5.9% per year, Strive could support ongoing dividends for its $SATA token."
He added, "I expect Bitcoin to average about 30% annual growth over the next decade or twoโbut once returns surpass 13%, our common equity will begin outperforming Bitcoin directly."
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Crypto Edge
He added, "I expect Bitcoin to average about 30% annual growth over the next decade or twoโbut once returns surpass 13%, our common equity will begin outperforming Bitcoin directly."
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Crypto Edge
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JUST IN: ๐ Michael Saylor reveals: "This year, weโve acquired $11 billion worth of Bitcoinโcurrently buying at double the rate of newly mined supply."
"At an annual pace of $24 billion, a single company could absorb 2 to 3 times the total new Bitcoin produced by mining each year."
His long-term goal? To acquire every Bitcoin that will be mined from now until 2140.
Source: https://x.com/SimplyBitcoin/status/2059796154720653665
Crypto Edge
"At an annual pace of $24 billion, a single company could absorb 2 to 3 times the total new Bitcoin produced by mining each year."
His long-term goal? To acquire every Bitcoin that will be mined from now until 2140.
Source: https://x.com/SimplyBitcoin/status/2059796154720653665
Crypto Edge
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UPDATE: ๐ซ๐ท Publicly traded Sequans has formally ended its digital asset treasury initiative, stating: "Treasury Strategy Concluded: We are no longer pursuing a digital asset treasury strategy and will gradually monetize remaining holdings."
Source: https://x.com/Sequans/status/2059969202388083146
Crypto Edge
Source: https://x.com/Sequans/status/2059969202388083146
Crypto Edge
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JUST IN: ๐บ๐ธ The Trump Administration is pushing to feature President Trumpโs portrait on the $250 bill.
Bitcoin wonโt carry a faceโjust mathematics and code.
Source: https://x.com/BitcoinMagazine/status/2059996721615139020
Crypto Edge
Bitcoin wonโt carry a faceโjust mathematics and code.
Source: https://x.com/BitcoinMagazine/status/2059996721615139020
Crypto Edge
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Bitcoin now has an 84% probability of falling to $70,000 before rising back to $90,000.
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Crypto Edge
Bitcoin now has an 84% probability of falling to $70,000 before rising back to $90,000.
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Crypto Edge
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JUST IN: ๐ Fidelity Digital Assets states Bitcoin is "entering an era of scarcity." ๐
They project public companies could collectively hold as much as 1 million BTC by 2029. ๐
Source: https://x.com/BitcoinMagazine/status/2060022506266796269
Crypto Edge
They project public companies could collectively hold as much as 1 million BTC by 2029. ๐
Source: https://x.com/BitcoinMagazine/status/2060022506266796269
Crypto Edge
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Fidelity Digital Assets declares Bitcoin is "entering an era of scarcity."
They project that publicly traded companies could acquire up to 1 million additional BTC by 2029.
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Crypto Edge
They project that publicly traded companies could acquire up to 1 million additional BTC by 2029.
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Crypto Edge
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JUST IN: U.S. Treasury Secretary Scott Bessent is calling on Congress to move forward with the Clarity Act:
โThe most important thing we can do is bring digital assets to the United States. Make this country their home.โ
โI urge both the House and the Senate to get Clarity passed.โ
Source: https://x.com/BitcoinMagazine/status/2060067135200657454
Crypto Edge
โThe most important thing we can do is bring digital assets to the United States. Make this country their home.โ
โI urge both the House and the Senate to get Clarity passed.โ
Source: https://x.com/BitcoinMagazine/status/2060067135200657454
Crypto Edge
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CATHIE WOOD: ๐ "21 million units โ we're already at 20 million minted. Just one million left to go."
"Bitcoin is mathematically constrained. There will be no additional supply response. Right now, supply is growing at roughly 0.9% per year, which is even lower than goldโs long-term increase. Over the next two years, that growth will drop to just 0.45% annually. Real scarcity is emerging here โ and itโs building fast."
Source: https://x.com/SimplyBitcoin/status/2059359177055563952
Crypto Edge
"Bitcoin is mathematically constrained. There will be no additional supply response. Right now, supply is growing at roughly 0.9% per year, which is even lower than goldโs long-term increase. Over the next two years, that growth will drop to just 0.45% annually. Real scarcity is emerging here โ and itโs building fast."
Source: https://x.com/SimplyBitcoin/status/2059359177055563952
Crypto Edge
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JORDI VISSER: THE FED IS TRAPPED
The market still assumes the Fed can simply โraise rates againโ if inflation returns, just like in 2022.
But back then, the annual interest expense on U.S. debt was around $600 billion.
Today, itโs heading toward $1.4 trillion per year.
That changes everything.
Crypto Edge
The market still assumes the Fed can simply โraise rates againโ if inflation returns, just like in 2022.
But back then, the annual interest expense on U.S. debt was around $600 billion.
Today, itโs heading toward $1.4 trillion per year.
That changes everything.
Crypto Edge
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JUST IN: Iranโs acceptance of Bitcoin payments for Strait of Hormuz tolls highlights a clear move away from dollar-denominated systems, according to Fidelity Digital Assets. This move adds to mounting evidence of a global shift in financial reliance. ๐
Source: https://x.com/bitcoinmagazine/status/2060050038147977319
Crypto Edge
Source: https://x.com/bitcoinmagazine/status/2060050038147977319
Crypto Edge
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