Market Analysis: New Liquidity Inflow and Its Impact on Crypto Assets
The cryptocurrency market is seeing a significant influx of liquidity. Over the past 24 hours, the net inflow into Bitcoin ETFs amounted to $127 million, and into Ethereum ETFs — $43 million. This indicates a resurgence of institutional interest in digital assets.
Trading volume on spot markets increased by 18% compared to the previous week, reaching $2.1 trillion. Buyers on Asian exchanges have been particularly active, where the share of large orders (over $100,000) rose by 34%.
Key on-chain analysis metrics also confirm the positive trend. The number of active addresses on the Bitcoin network grew by 7.2%, and the average transaction size increased to 0.85 BTC. This suggests that not only retail but also large players are entering the market.
From a technical perspective, Bitcoin has broken through the resistance level of $67,500, paving the way to test the $70,000–$72,000 zone. Ethereum, meanwhile, has consolidated above $3,400, demonstrating a confident upward momentum.
However, macroeconomic risks should not be overlooked. The upcoming Federal Reserve meeting and the release of US inflation data could adjust the current dynamics. The market is pricing in a 60% probability of a rate hold, but any deviation from the consensus could trigger increased volatility.
My analysis: The inflow of funds into ETFs and the rise in on-chain activity are bullish signals, but they do not guarantee an immediate rally. I recommend monitoring the $68,500 level for BTC. A consolidation above this mark would confirm the strength of the bullish scenario, while a break below $65,000 could indicate a false breakout and the start of a correction.