Bitcoin2026-09-06 05:52:19Murphy says BTC’s latest rally looks more like a bull-market impulse, with whales still accumulatingOn-chain analyst Murphy said Bitcoin’s latest advance stands out from earlier rebounds this year because large holders did not use the move to distribute into strength. In an analysis published on Sept. 6, Murphy pointed to the BTC Accumulation Trend Score, a metric used to track whether whales on-chain have been net accumulating or net reducing positions over the past 30 days. He said readings near 1, shown as a black line on the chart, generally indicate accumulation by entities holding thousands or even tens of thousands of BTC, while readings near 0, shown in yellow, can signal either distribution or inactivity. Murphy compared the current move with Bitcoin’s push to $97,000 in January and $82,000 in May, when the chart stayed yellow, suggesting that large holders were net selling as price bounced. He described that setup as a standard bear-market rebound driven by short covering and short-term capital, with whales selling into strength. By contrast, during the latest move from $60,000 to $80,000, the line turned black, indicating net whale buying over the past month. Murphy said this is the first of the three rebounds in which price rose while large holders also increased exposure. He cautioned that accumulation alone does not confirm a bottom or a trend reversal, but said the structure of the rally appears healthier and closer to what is usually seen in a bull market’s main advancing phase.800
crypto2026-09-05 11:57:35Crypto KOL XXAntiWar Returns After Nearly a Year, Urges Bullish BeliefKOL XXAntiWar, who had been inactive for nearly a year, tweeted again on X, urging followers to believe in the bull market and in their own wealth. He repeatedly wrote "来财" (come wealth) and added an English gratitude message: "With gratitude, I receive. Money loves me and I believe."830
Bitcoin2026-09-04 08:05:52CryptoQuant analyst says Bitcoin is nearing a bull-market threshold, with futures leverage driving the moveBitcoin is getting close to a bull-market threshold, according to CryptoQuant analyst Axel Adler Jr., but the latest price move appears to be driven largely by leverage in the futures market rather than a cleaner spot-led advance. Over the past 24 hours, BTC rose 3.9% while open interest increased by about 11,200 BTC, a 3.4% gain. Adler said that combination points to derivatives-fueled momentum. He also cited a sharper buildup within a shorter window: open interest climbed by as much as 15,200 BTC in six hours, while the leverage flow pressure index reached 63. During the past 24 hours, 15 hours showed long-position buildup. In Adler’s reading, that matters because rallies powered mainly by short covering and liquidations usually coincide with falling open interest. This time, open interest expanded instead, suggesting that newly added futures leverage was the main force behind the price rise. Even so, Adler said his one-year model has not yet formally flipped into bull-market territory. For confirmation, Bitcoin would need to close the daily candle above the model’s dynamic threshold and hold that level without a rapid unwind in leverage. The main risk, he said, is that the accumulated leverage could be closed out suddenly, reversing the move.760
RWA2026-09-03 23:53:00Wintermute: After ETFs and DATs Normalize, RWA Could Power the Next Bull Cycle's Liquidity ChannelWintermute's latest research report argues that every crypto bull market has been propelled by a new liquidity channel — from early token fundraising and stablecoins to ETFs and digital asset treasuries (DATs). With ETFs and DATs now normalized, RWA stands as the only channel still growing. Over the past 12 months, RWA attracted roughly $16 billion, while on-chain tokenized assets doubled to over $30 billion. Because tokenized assets are predominantly held by institutions rather than short-term traders, a RWA-driven cycle could be less euphoric but longer-lasting. The report identifies regulatory frameworks and DeFi collateral integration as key catalysts that could unlock broader capital flows from tokenized products into the wider crypto ecosystem.870
Ansem2026-09-03 17:18:18Ansem: Shift From Bear to Bull Mindset, Recommends Long-Term Spot Holdings and Reiterates ZEC CallAnsem, a crypto trader, shared his perspective on the mental shift required to transition from a bear market to a bull market. He warned that the strategies that helped traders survive and profit during the bear market could actually lead to losses in a bull market. While acknowledging that traders who are still profitable through short-term and high-frequency trading have strong skills, he argued that capturing the largest gains of a bull cycle requires a different approach: 'dreaming' big, i.e., holding spot positions and embracing long-term fantasies. For those who are already in profit, Ansem suggested allocating a portion of their portfolio to long-term holdings while continuing to trade with the remainder. Additionally, Ansem reiterated his bullish call on ZEC, stating that buying ZEC at $948 is like buying Bitcoin at $948. According to HTX data, ZEC is currently trading at $948, up over 16% in the past 24 hours.910
Bitcoin2026-09-01 23:34:47Bitcoin Rebound Sparks Bear-Market Debate as Strategy, Bonds and AI Enter the FrameWu Blockchain’s latest podcast centered on a simple question with no simple answer: after Bitcoin rebounded roughly 40% from a June low of about $58,000 to above $81,000, is the bear market already over? Didier called the move an early-bull-market signal, pointing to Bitcoin holding above its 200-day moving average, widespread underweight positioning and a crowded short side. Griffin Ardern said the rally looks more like a late-bear-market squeeze, and that a real bull market still depends on clearer signals from dollar liquidity, fiscal policy and the U.S. Treasury market. The discussion moved quickly into the mechanics behind the rally. Both guests tied the latest move to low positioning, short covering and changing expectations around U.S. fiscal credibility. Griffin argued that recent price action fits a short squeeze in a thin market, while Didier said the broader setup favors risk assets because investors are still underexposed. They also dug into MicroStrategy’s balance sheet, where Didier said STRC is a perpetual preferred stock rather than traditional debt, and that the company is building cash for convertible note maturities. Griffin’s view was broader: Bitcoin is increasingly being treated as a macro asset in its own right, regardless of what happens to the company. The episode closed with a debate over AI and crypto capital flows. Didier said AI trade crowds are getting dense and may start looking for easier trades, including crypto. Griffin drew a distinction between technology talent and financial infrastructure, saying AI has pulled some developers away, but crypto continues to mature in payments, trading, compliance and risk control.950
Yi Lihua2026-08-30 13:02:02Liquid Capital Founder: Crypto Industry Is Full of Negativity, New Bull Run Is ComingYi Lihua, founder of Liquid Capital, says that after more than a decade in the crypto industry, it remains a "small jianghu" with both personal connections and conflict. He notes that the sector's voice is now dominated by negativity and its reputation is worsening. He urges the community to refocus on innovation and opportunities, saying a new bull market is imminent, on-chain finance — especially stocks — is expanding imagination, and the AI industry, which he estimates is dozens of times larger than crypto, is worth exploring.840
Yi Lihua2026-08-30 12:59:43Liquid Capital founder Yi Lihua says a new crypto bull market is nearing, points to on-chain financeLiquid Capital founder Yi Lihua said on Aug. 30 that he wants the market’s attention to shift back to innovation and opportunity in crypto, after years in which, in his view, the industry has been weighed down by negative voices and a worsening public reputation. Speaking in remarks carried by BlockBeats, Yi described the crypto sector as a "small world" shaped by both personal ties and conflict over more than a decade of development. Yi said a new bull cycle is "about to begin" and singled out on-chain finance, especially stocks, as an area that has expanded the industry’s room for imagination. He added that more meaningful opportunities and wealth-creation chances are still ahead. Beyond crypto, he also said the AI sector, which he described as dozens of times larger than crypto, is another field worth exploring.870
