Bitfinex Alpha | BTC Direction Now Determined by ETF Flows

Review full report Subscribe to Bitfinex Alpha .wp-block-buttons > .wp-block-button { flex: 1;}.wp-block-buttons .wp-block-button .wp-block-button__link { display: block; text-align: center;}.wp-block-buttons .wp-block-button:last-child .wp-block-button__link { background-color: #1ABC91; border-color: #1abc9c; color: #fff;} Bitcoin’s recent price action reflects a market caught between weakening demand and a deteriorating macro backdrop. After a failed breakout above range highs, BTC has retraced toward its monthly open, with upside moves increasingly driven by short liquidations rather than sustained spot demand. At the same time, institutional flows have shifted, with ETF outflows signalling active de-risking and a clear slowdown in absorption. We analyse whether Bitcoin can stabilise within this range, or if tightening liquidity and macro pressures will drive a deeper structural reset. Executive Summary Bitcoin Caught Between Structural Strength and Weakening Demand Market Signals Bitcoin Retraces to Monthly Open as Geopolitical Turmoil Continues As Macro Stress Persists and Intensifies, Why Is Bitcoin Falling? General Macro Update Consumer Confidence Weakens as Energy Shock Raises Inflation Risks, but Labour Market Remains Stable Gold Weakens as War Intensifies While Digital Assets Gain Strategic Ground Crypto in the News MARA Executes $1.1B Bitcoin Liquidation to Deleverage Balance Sheet and Accelerate Strategic Pivot FTC Launches Innovation Task Force to Shape the Future of Crypto, AI, and Prediction Markets NYSE and Securitize Launch Ambitious 24/7 Tokenised Securities Platform The post Bitfinex Alpha | BTC Direction Now Determined by ETF Flows appeared first on Bitfinex blog .