🔻 Market Performance
Crypto market down ~2.9% overall, led by losses across Bitcoin and altcoins .
Bitcoin hover around $109,000, dipping 0.3%–0.5% amid profit-taking and macroeconomic uncertainty .
Ethereum trades near $2,550–2,570, with a 1–2% drop .
Altcoins show greater volatility: XRP down ~4%, Solana ~3%, and Cosmos (ATOM) down 4%, testing key support levels .
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🐋 Whale Moves & Institutional Trends
Two ancient Bitcoin wallets from 2011 transferred 10,000 BTC each (~$2 billion each). The coins were moved, not sold — likely to avoid disrupting markets .
Bloomberg reports ~500,000 BTC shifted from whale to institutional hands over the past year — signaling a major long-term redistribution .
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🕰 Market Structure & Outlook
Implied volatility for BTC (~36%, down from 44%) and ETH (~60%, down from 68%) has slumped, suggesting consolidation and the buildup to a July breakout .
Analysts predict a potential Bitcoin rally:
Ed Campbell (Rosenberg) sees upside to $143K if BTC clears $114K resistance .
Other analysts suggest momentum could push BTC to $120K in July as market matures .
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⚖️ Macro & Regulatory Drivers
U.S. job data initially lifted risk assets, but markets faltered as trade-tariff concerns resurfaced .
ETF inflows remain robust:
Bitcoin ETFs now have ~$50 billion in inflows .
Spot ETH ETFs also saw renewed buying .
Institutional interest continues to deepen, with whales distributing to long-term holders and ETFs broadening access .
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📌 Summary & Strategic Insight
Market activity today reflects a familiar cycle: profit-taking, macro jitters, and massive on-chain movements from dormant holders. However, underlying momentum indicators—low volatility, ETF inflows, and consolidation around key levels—indicate a potential bullish breakout in July. Watch the $114K BTC resistance closely: clearing that could unlock a surge toward $120K–$143K.