Over the past 24 hours, I have recorded a significant influx of fresh capital into the cryptocurrency market. Deposit volumes on major exchanges have increased by 12-15% compared to the weekly average, which is a clear signal of increased activity from institutional and retail investors.
The bulk of the funds are flowing into Bitcoin and Ethereum, but I also note heightened interest in altcoins from the DeFi and Layer-2 solution sectors. In particular, liquidity inflows into liquidity pools based on Arbitrum and Optimism have increased by 23% over the past week.
This dynamic is driven by several fundamental factors. First, expectations of a loosening of the US Federal Reserve's monetary policy are fueling appetite for risk assets. Second, recent technical upgrades on the Ethereum network (including EIP-4844) have created more favorable conditions for scaling and reduced fees, attracting new users.
From a market structure perspective, I see that the capital inflow is not a speculative "flip" — the average deposit size has risen to 2.5 BTC, indicating the entry of large players. There is also an increase in activity on over-the-counter (OTC) platforms, where trading volumes have grown by 18% over the last 48 hours.
However, it is important to emphasize: despite the positive signal, the market remains vulnerable to corrections. The current inflow may be partly related to position hedging ahead of the release of macroeconomic data next week.
My professional opinion: This liquidity influx is not just a short-term spike but the beginning of a sustained upward trend. However, investors should be cautious: I recommend taking partial profits when Bitcoin reaches the $68,000 mark, as an overbought zone and short-term resistance may emerge there.