Timothy Misir, the research director of BRN, stated that the big dump in the crypto market on Friday pushed the fear and greed index to 11, indicating "extreme fear" in the market. Misir pointed out that as the market capitalization of the entire crypto assets dropped to its lowest point since the second quarter of 2025, liquidity "has almost completely disappeared." After Bitcoin fell below the average of active investors, the market focus shifted to the real market average of $81,900—this is a long-term cost basis accumulation point that he describes as "the next important threshold before a full confirmation of the bear market."

Odaily News Bitcoin is currently hovering in a fragile area just above $90,000, with retail investors dumping, large outflows from ETFs, and continually rising downward hedging pressure continuing to dictate the market structure before the end of the year. Analysts indicate that the current trading records reflect an imbalanced flow of funds—short-term holders and Wall Street investors are dumping heavily, while long-term holders, often referred to as "whales," are steadily accumulating. The head of BRN research pointed out that Bitcoin is at a "crossroads," with large holders continuously increasing their holdings while retail investors and short-term buyers are suffering significant losses. Recently, approximately 31,800 Bitcoins were transferred to exchanges at a loss, while the number of wallets holding more than 1,000 Bitcoins increased by 2.2%, marking the highest growth rate in four months. (The Block)

Odaily News BRN Research Director Timothy Misir stated: "The Bitcoin market is currently in a high-level fluctuation, calm, with strong liquidity, and quietly bullish. Institutional capital flows remain the backbone of this phase, with ETFs acting as a liquidity bridge between TradFi and digital finance. Although fluctuations may occur in the short term, the macro liquidity wave, corporate adoption, and structural capital inflows all indicate that the market will continue to develop." (CoinDesk)

PANews September 3 news, according to The Block, Derive founder Nick Forster stated that last week, listed companies increased their holdings by about 330,000 ETH, surpassing the 250,000 ETH held by the US spot Ethereum ETF. Currently, strategic reserve-type companies hold about 4% of the total ETH supply, while ETFs hold 5.5%. Derive expects that by the end of the year, institutions may accumulate 6-10% of the supply. The short-term implied volatility of ETH options has dropped to 63%. BRN analysts pointed out that some companies increasing their holdings can hedge against the outflow of ETF funds, with ETH currently trading at about $4,320, down about 6% for the week.

Gate News bot message, recently the United States Bitcoin and Ethereum Spot ETF have shown a continued net inflow trend. BRN Chief Research Analyst Valentin Fournier stated: "Data indicates that institutional investors remain optimistic about the mid-term rise potential of Crypto Assets, but the catch-up phase for Ethereum seems to have ended. Although institutional capital inflow has increased, its development momentum remains weak due to geopolitical concerns and a lack of catalysts."

The outlook for hawkish interest rates and renewed tensions in the Middle East are putting pressure on Bitcoin and other cryptocurrencies, although some analysts still believe there is room for Bitcoin to rebound later this year. The Federal Reserve is expected to keep its benchmark interest rate unchanged on Wednesday, but futures markets are now pricing in only one or two rate cuts in 2025, down from three to four at the start of the year. Traders are also wary of tariff-driven inflation, which could make policy tightening last longer. Valentin Fournier, chief research analyst at BRN, said that the volatility caused by the unchanged funding rate and the Israeli-Iranian standoff could further depress the price of bitcoin. Fournier added that this uncertainty has dampened recent inflows into crypto ETFs.

Valentin Fournier, chief research analyst at BRN, believes that defensive measures are necessary given the accumulation of bearish signals in the crypto market, including declining ETF inflows, weakening market momentum, and a surge in the number of crypto IPOs, indicating that profit-taking will occur in the near future. "Despite strong macro data and easing inflation, the crypto market has failed to react, with the surge in IPO activity suggesting a valuation bubble and insiders' willingness to exit at a time of high prices," Fournier said. Coupled with reduced ETF inflows and falling prices, we see this as a sign of market weakness and running out of fuel. We are de-risking and moving to a more defensive stance as we expect the market to gradually decline and long-term investors to re-enter. ”

Strategy purchased 7,390 Bitcoins between May 12 and May 18, at an average value of $103,498. The chief research analyst of BRN stated that this move aims to stabilize Bitcoin's price above $100,000. The recent price rise of Ethereum was driven by organic demand, with increased retail investor activity, showing a depeg from Bitcoin. ETF inflows also reflect Bitcoin's strength.

According to Jin10 data, Ethereum has risen under the easing of global trade tensions and optimistic expectations for network upgrades, with a weekly increase of about 33%, likely to achieve its largest increase since 2021. Bitcoin has also seen a rise, with the chief analyst of BRN stating that the market is strong and may continue, with new breakthroughs and policy support potentially attracting new buyers.

After Trump announced the most severe tariffs in history, S&P 500 futures fell more than 2%, with a market capitalization evaporating by $2 trillion. Bitcoin rose to $88,000 before the tariff news, then quickly fell back to $82,000 after the announcement. The chief analyst at BRN believes that Trump's tariffs will create turbulence in the financial markets, but clearer trade policies provide buying opportunities, reducing uncertainty. Bitcoin is likely to see institutional purchases and may attempt $90,000 again.

After experiencing a large outflow of funds for two weeks, BTCETF recorded a capital inflow of 94 million US dollars. Analysts believe that investors consider BTC to be undervalued and are beginning to re-enter the market. It is expected that new demand and positive momentum will drive BTC to new highs, especially when the presidential working group implements the encryption reserve plan.

Odaily Planet Daily News The dominance of BTC is an indicator of the share of digital assets in the entire Cryptocurrency Market Cap. This indicator has been rising, rising to 54.8%, while the dominance of Ethereum has fallen to 11.3%, indicating that BTC still performs relatively strongly in the current market turmoil. BRN analyst Valentin Fournier said that BTC ETF is expected to

Odaily Planet Daily News BRN Chief Analyst Valentin Fournier said that the total inflow of 11 billion US dollars in ETF reflects the recovery of institutional confidence, and the inflow of this fund helped BTC break through 100,000 US dollars, reaching a peak of 102,750 US dollars, and then stabilizing at 101,700 US dollars. In addition, MicroStrategy's acquisition of 100 million US dollars to purchase BTC further boosted market sentiment, although its acquisition speed has slowed to a more cautious level. However, Valentin Fournier said that despite the benefit of the inflow of funds, Ethereum is still stagnant, indicating that the bullish momentum is not enough to break through 4,000.

Golden Finance reported that analysts said that profit-taking and a large amount of dumping have hindered the BTC price pump. BRN analyst Valentin Fournier emphasized that BTC breaking through $100,000 faces major obstacles. He believes that the market catalyst is strong and investor confidence is continuously increasing, but BTC is still struggling to break through the psychological barrier of $100,000. The phenomenon of profit-taking is obvious and more than 4,000 BTC (worth about $3.84 million) must be cleared.

BRN analyst Valentin Fournier said that the slowing inflow of BTC indicates strong institutional support, but if capital does not re-enter the market in the next few days, momentum may further weaken. BTC may consolidate at current levels and then make another upward push, entering a less volatile calm phase, but the medium-term bullish momentum remains optimistic.

BlockBeats news, on September 2nd, BRN analyst Valentin Fournier stated that "technical indicators indicate that the downward momentum may continue. The MACD shows increasingly negative momentum, while the RSI is at a neutral level. The lower band of the Bollinger Bands is still around $56,000, indicating that the BTC price may further decline to this level." (CoinDesk)

Odaily Planet Daily BRN analyst Valentin Fournier said that BTC ETF has been pumping for seven consecutive days, while the Ethereum ETF has lagged behind. Valentin Fournier explained:"This indicates a lack of institutional investor interest in the Ethereum ETF, partly due to the lack of opportunity cost for re-staking, and it is recommended to allocate more funds to BTC, as Ethereum is expected to continue to lag behind." (TheBlock)

According to BRN analyst Valentin Fournier, BTC's volatility may rise in the coming days or weeks as the market awaits the announcement from the Federal Reserve at the Jackson Hole Symposium and the release of macroeconomic indicators. The increase in BTC futures contracts may be related to investors' expectations for the Fed policy meeting. If the announcement is positive for the market sentiment, the price will pump to $65,000 and $67,000, but this still depends on the Fed policy meeting decision.

The price of BTC has dropped by about 3% in the past 24 hours, with a trading price of around $58,500. Analysts predict that further news from the Federal Reserve Board at the upcoming Jackson Hole meeting may intensify the Fluctuation in BTC price.

Odaily Planet Daily News BRN Chief Analyst Valentin Fournier said that BTC miners seem to be directly purchasing BTC from the market to increase reserves. These miners may have initiated a new accumulation phase. These actions have triggered the Hash Ribbon signal, which is a long-term bullish indicator, highlighting the end of Miner Capitulation. (The Block)