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- Bitcoin on exchanges is at an all-time low, signaling tightening supply.
- Stablecoin issuance is boosting liquidity and trading activity.
- Institutional investors are re-entering Bitcoin and Ethereum markets.
Bitcoin exchange balances have fallen to an all-time low, according to CryptoQuant. This decline reflects investors moving coins from exchanges into long-term storage wallets, reducing market liquidity. Analysts suggest this could signal a potential supply shock, increasing scarcity and setting the stage for future price movements.
Julio Moreno, head researcher at CryptoQuant, highlighted a notable surge in weekend Bitcoin spot demand—the first extended increase since early October. This uptick demonstrates renewed investor interest and growing confidence in Bitcoin despite recent market fluctuations.
Spot Order Size Data Hints at Institutional Re-Entry Into Ethereum Market
— CryptoQuant.com (@cryptoquant_com) November 10, 2025
“If this behaviour persists and the $3-$3.4K region holds as structural support, Ethereum may be entering a low-volatility accumulation zone.” – By @ShayanBTC7 pic.twitter.com/O60J3NmIdS
Stablecoins Fuel Market Liquidity
Meanwhile, stablecoin activity continues to expand. Lookonchain reports that Tether issued an additional $1 billion USDT, contributing to over $11 billion in stablecoin minting with Circle over the past month. This influx of liquidity supports trading volumes and provides fresh capital for market participants, reinforcing Bitcoin and Ethereum momentum.
Whale Activity and Institutional Re-Entry
Data indicates renewed institutional involvement in both Bitcoin and Ethereum markets. Spot order size data shows large investors taking advantage of price dips, particularly Ethereum’s pullback to $3,200. Historically, such whale activity has preceded accumulation phases and potential price rallies. With Ethereum now supported structurally between $3,000 and $3,400, analysts anticipate a period of low volatility that could lead to new upward trends.
A Market Shaped by Scarcity and Liquidity
The combination of declining exchange reserves, growing stablecoin issuance, and returning institutional interest points to a market in transition. Bitcoin’s reduced supply and renewed capital inflows are creating conditions for potential short-term price moves. Investors appear to be positioning for a more bullish environment, signaling that both retail and institutional behavior is shaping the next chapter of crypto markets.
Disclaimer: The information in this article is for general purposes only and does not constitute financial advice. The author’s views are personal and may not reflect the views of Chain Affairs. Before making any investment decisions, you should always conduct your own research. Chain Affairs is not responsible for any financial losses.
Also Read: U.S. Government Reopens After 40-Day Shutdown — Bitcoin Surges Past $106K Today!
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