- Global Liquidity approached all-time highs as a weaker U.S. dollar and falling MOVE Index supported Bitcoin’s uptrend.
- BTC remained resilient, backed by strong Global Liquidity and $384 million in ETF inflows over the past ten days.
Bitcoin [BTC] continued to show resilience as Global Liquidity climbed to $140 trillion, nearly reclaiming all-time highs. The move came as the U.S. dollar weakened, and the MOVE Index dipped, boosting overall liquidity in risk markets.
This uptick was not random—weekly liquidity grew by $0.46 trillion, a 0.33% increase, as confirmed by Alpha Extract.
That surge helped reinforce the current macro support for Bitcoin’s bullish bias.
Still riding the RoC wave?
The 3-month Rate of Change (RoC) stayed elevated, backing the thesis that Bitcoin’s $78,000 breakout wasn’t just noise. Historically, a rising 3-month RoC aligns with bull market territory and risk-on appetite.
In fact, the RoC’s trend has been consistent since the initial breakout and continues to support the uptrend even as geopolitical risks shift.
Source: Alpha Extract
Due to the de-escalation of geopolitical tensions, especially between the U.S. and Iran, fear-related volatility was diminished.
Oddly enough, a direct war could have spurred liquidity via emergency spending. However, markets now lean toward reduced uncertainty, favoring slow-and-steady growth over chaos.
This lowered volatility backdrop is ideal for assets like Bitcoin, which thrive on confidence and consistent capital flows.
Why BTC institutional flows show no signs of slowing
Following the powerful resilience exhibited by Bitcoin, the whale activity and institutional inflows increased.
A whale made a withdrawal of 163 BTC from Binance worth $17.16 million, but this was just a part of a bigger transfer. The same whale withdrew 2,263 BTC, or $235.02 million in total.
Of that, 2,100 BTC was sent straight to cold storage.
In fact, it was this vigorous hoarding that indicated an increase in the confidence of Bitcoin as a long-term trend and a determined course in self-custody.
Moreover, according to Trader to The Fund’s latest ETF flow data, Bitcoin ETFs saw $350.48 million in Net Inflows, marking the 10th straight day of green.
BlackRock was on top with IBIT raising a total of $217.65 million, and Fidelity followed with $105.66 million
Source: Trader to The Fund/X
Healthy participation was found even in smaller funds. Even though Grayscale had a small outflow amount of $5.69 million, mini funds had a positive $10.06 million gain.
Overall, the sustained demand from both majors and minors confirms that institutional appetite remains firm in this liquidity-rich phase.
Short squeeze alert!
On the 15-minute chart, BTC jumped past $105,000, liquidating short positions en masse.
A strong bullish candle supported a high-paced move of the price up to $105,112, after initially standing at a distance of $103,697.
Meanwhile, CVD dropped to -10.438K, confirming that aggressive short-selling failed to hold the line.
At the same time, Open Interest (OI) fell to 289.18K from 290.84K. This indicated liquidation of short positions rather than fresh long entries—a classic wipeout as bears got squeezed.
Source: TradingView
As OI declined while prices continued rising, it became clear that short positions were being liquidated in real time, fueling even more momentum for the ongoing bull market.
