CryptoQuant founder Ki Young Ju has issued a stark warning: Bitcoin is currently not ‘pumpable’ due to a severe and growing divergence between its Market Cap and its Realized Cap. This critical on-chain analysis reveals that overwhelming selling pressure is neutralizing massive capital inflows, a dramatic shift from the market dynamics of just two years ago. As the metric tracking the growth rate difference between these two valuations plunges deeper into negative territory, the data paints a clear picture of a market where new investment is being met with even heavier liquidation.
about Bitcoin Not Pumpable Now: Market Cap vs Realized Cap DivergenceKi Young Ju
1 posts last weekSilver’s $900B Crash Shows Crypto Traders’ Volatile Shift to Metals
Silver prices executed one of the most extreme single-day reversals in recent memory on Monday, rocketing to a record high above $117 before collapsing over 15% in a matter of hours. This violent swing erased approximately $900 billion in market value in just 90 minutes, according to data cited by The Kobeissi Letter. The event starkly illustrates how retail trader attention, particularly from the crypto community, is pivoting toward traditional assets like precious metals, often at the most volatile moments, and raises critical questions about broader market sentiment and Bitcoin’s role as a store of value.
about Silver's $900B Crash Shows Crypto Traders' Volatile Shift to MetalsBitcoin’s $6.18B Loss Cycle Signals Market Inflection Point
Bitcoin investors have locked in net realized losses for the first time since October 2023, with approximately 69,000 BTC ($6.18 billion) in losses recorded over a 30-day period. This shift from profit-taking to loss-taking represents a psychological threshold not seen in over two years and mirrors patterns observed before the 2022 bear market. Analysts debate whether this signals an impending downturn or reflects increased market sophistication and macroeconomic sensitivity.
about Bitcoin's $6.18B Loss Cycle Signals Market Inflection PointBitcoin Enters ‘Boring’ Sideways Phase as Inflows Stall
Bitcoin is entering a prolonged period of flat price movement as fresh capital inflows have stalled, according to CryptoQuant CEO Ki Young Ju. Instead of dramatic volatility, the market faces months of ‘boring sideways’ action while capital rotates into equities and commodities. This outlook challenges both crash fears and near-term bull expectations as Bitcoin trades below key recovery levels.
about Bitcoin Enters 'Boring' Sideways Phase as Inflows StallBitcoin Capital Inflows Stall, Sentiment Recovery May Take Months
On-chain capital inflows into Bitcoin have stalled after 2.5 years of growth, signaling weakening investor sentiment. CryptoQuant’s CEO reveals that the Realized Cap—a measure of total capital invested—has flatlined over the past month. This slowdown suggests the market may need several months to regain bullish momentum, even as the BTC price recovers to $89,800.
about Bitcoin Capital Inflows Stall, Sentiment Recovery May Take MonthsBitcoin Bear Risk Rises Without ETF Inflows, Says CryptoQuant CEO
Bitcoin could be entering a new bear phase unless fresh institutional capital returns via spot ETFs, warns CryptoQuant CEO Ki Young Ju. On-chain metrics have turned overwhelmingly bearish, suggesting the market now hinges on macro conditions and ETF flows rather than internal signals alone. Ju advises traders to prepare for multiple scenarios while reassuring long-term holders that structural improvements reduce crash risks.
about Bitcoin Bear Risk Rises Without ETF Inflows, Says CryptoQuant CEOEthereum Valuation Models Show 58% Upside Potential
New analysis from CryptoQuant reveals that Ethereum’s native token ETH appears significantly undervalued according to multiple valuation frameworks. Despite most projections targeting $4,000, a composite fair value across 12 models suggests nearly 60% upside potential, with eight models achieving high reliability ratings from trusted experts across academia and traditional finance.
about Ethereum Valuation Models Show 58% Upside PotentialUpbit Hack Sparks Korean Altcoin Surge as Arbitrage Halts
A $36 million security breach at South Korea’s Upbit exchange has triggered an unexpected market phenomenon: surging altcoin prices across Korean trading platforms. With arbitrage trading suspended following the hack detection, local buy orders are now exerting unprecedented upward pressure on digital assets, creating unusual price dynamics that reveal the hidden mechanics of cryptocurrency market regulation.
about Upbit Hack Sparks Korean Altcoin Surge as Arbitrage HaltsBitcoin Stabilizes at $86K Amid $2B Exchange Inflows
Bitcoin has found stability above $86,000 after recent volatility driven by significant profit-taking activity. On-chain data reveals nearly $2 billion worth of BTC moved to exchanges last week, signaling investor selling pressure. Market watchers now turn to Federal Reserve policy decisions as the next potential catalyst.
about Bitcoin Stabilizes at $86K Amid $2B Exchange InflowsCryptoQuant CEO Debunks MicroStrategy Bitcoin Liquidation Fears
CryptoQuant CEO Ki Young Ju has forcefully dismissed renewed speculation about MicroStrategy facing forced Bitcoin liquidations or bankruptcy, arguing that critics fundamentally misunderstand the company’s capital structure and shareholder incentives. In a detailed rebuttal to growing market concerns, Ju maintains that MicroStrategy’s debt obligations don’t mechanically force BTC sales, calling liquidation fears “completely absurd” and asserting the company would only face bankruptcy “if an asteroid hits Earth.”
about CryptoQuant CEO Debunks MicroStrategy Bitcoin Liquidation FearsCryptoQuant CEO: Bitcoin’s $56K Level Not a Bottom Prediction
CryptoQuant CEO Ki Young Ju has clarified that Bitcoin’s $56,000 realized price should not be interpreted as a definitive bottom prediction. He argues traditional cycle theories may be broken in today’s structurally changing market. Current data shows fading institutional aggression and elevated leverage without classic capitulation signals.
about CryptoQuant CEO: Bitcoin's $56K Level Not a Bottom PredictionBitcoin Plunge Below $90K Signals Deeper Correction Ahead
Bitcoin has plunged below $90,000 for the first time in seven months, marking a 29% collapse from its October peak. On-chain data reveals troubling signs of accelerating selling pressure with no clear bottom in sight. Market analysts warn this downturn represents more than a simple correction, with critical metrics pointing to sustained bearish momentum.
about Bitcoin Plunge Below $90K Signals Deeper Correction Ahead