Recently, the market has been active, with inflows into ETFs leading to a weekend rebound, leaving investors' eyes dazzled 👀. Whether you are an experienced trader or a newcomer, seizing these on-chain signals and opportunities in potential coins may give your investments more confidence.
Bitcoin ETF: Three waves of large-scale capital inflows
On-chain data shows that since the U.S. launched the BTC spot ETF in January 2024, the market has already experienced three significant capital inflows: Summer 2024, Autumn 2024, and Summer 2025. The essence of the ETF is to allow investors to gain exposure to BTC without directly holding the coins, and this capital will ultimately convert into on-chain BTC inflows, closely tied to traditional investor behavior.
Interestingly, every time there is a peak in ETF inflows, it is accompanied by a surge in Coin Days Destroyed (CDD) 📊. In simple terms, when Bitcoin that has been held long-term by veterans is moved to ETF wallets, CDD resets to zero, indicating that veteran investors' holdings are being "rotated" into the hands of new capital. In other words, these ETF inflows not only drive market demand but also release potential distribution signals.
Currently, the recent wave of inflow has become neutral, and demand has cooled slightly. Maartunn emphasized: "ETF inflows are key; without new capital relay, selling pressure may increase." For friends who are laying out BTC, observing ETF inflow trends is still an important reference for judging short-term market conditions.
Weekend repair: BTC and Ethereum rebound weakly.
Weekend market shows that the rebound strength of BTC and #ETH is slightly weak. Bitcoin peaked at $11,116 before retreating, and Ethereum also struggled to break through $4,335. Overall, this round of repairs seems more like a brief respite, with no definitive stop-loss signals. BNB is relatively strong, and after hitting the first resistance level, it may slightly retrace to $853.
For short-term operations, it is recommended to pay attention to resistance levels and previous low support, shorting high, and lightly laying out when low, avoiding chasing highs.
Institutions and potential coins: The targets that are most likely to soar in the future.
Apart from BTC and ETH, some altcoins and new star coins are also worth paying attention to:
ADA (Cardano)
The Voltaire upgrade brings comprehensive community governance, allowing holders to directly participate in network decisions through on-chain voting and fund management. Although the development pace is slow, decentralized governance enhances the project's risk resistance, and it is expected to maintain robust development potential after 2025.
XRP (Ripple)
With the optimization of payment networks and increased regulatory transparency, XRP is increasingly being applied in banks and payment providers 📊. Institutional and whale accumulation, along with recovering demand, may lead prices back to historical highs, making it a dual优 choice for institutions and investors.
ETH (Ethereum)
Smart contracts, NFTs, and DeFi ecosystems continue to dominate the market, with Layer 2 expansion solutions like Arbitrum enhancing transaction efficiency. The approval of spot ETFs in 2025 will also attract more institutional capital into the market, and in the long term, it remains a cornerstone of the digital economy.
TUT (Education-driven potential coin)
Recently up over 16%, with prices approaching a historic high of $0.06886. TUT combines crypto education and community popularity, providing wallet and smart contract courses, being friendly to newcomers and potentially becoming the next dark horse 🏇.
Investment logic summary
ETF inflow signal: On-chain data shows that veteran coins are being rotated into the hands of newcomers through ETFs, which is a key indicator of short-term capital inflow.
Short-term repair market: BTC and ETH rebound strength is limited, and short-term operations need to pay attention to key resistance and support levels.
Potential altcoin layout: Projects like ADA, XRP, and TUT with fundamental or community driving forces are expected to stand out in the next wave of market trends.
Conclusion:
ETFs, on-chain data, and potential altcoins together depict the panorama of the crypto market in 2025. Even if the weekend rebound is just a flash in the pan, investors who understand how to observe capital flows and on-chain signals can still find layout opportunities amidst the volatility.
Whether you are speculating in the short term or laying out digital assets in the long term, this information is worth saving and closely monitoring 📌.
Like 👍 share, follow me, and I'll help you capture more market opportunities and smile through the ups and downs of bulls and bears! Let's work hard together!
In the current market environment, short-term operations are indeed very necessary. If you keep waiting for the spot to rebound, you might feel the torment of time. I have also been fully engaged in secondary short-term operations and primary dogecoin operations recently, with good gains. Friends who want to keep up can follow me privately!
