Stablecoin

Bitcoin

Bitcoin is showing early indications of renewed liquidity inflow, as both on-chain and derivatives data point to a shift in investor positioning following recent geopolitical tensions. Recent weeks have seen Bitcoin’s realized cap and stablecoin market capitalization reflect notable shifts in capital movement within the <a href="https://en.coin-turk.com/tax-dispute-continues-between-bankrupt-crypto-exchange-ftx-and-the-irs/" rel="noopener noreferrer nofollow">crypto market</a>.
<h2 id="stablecoin-capital-rotation-reverses">Stablecoin capital rotation reverses</h2>
Analyst Darkfost recently highlighted that, at the end of February, Bitcoin’s realized cap had dropped to minus $28.7 billion while the total value of stablecoins across the market reached over $6 billion. This pattern suggested that many investors were adopting a defensive stance, with capital parked in stablecoins amid uncertainty.
Darkfost is an on-chain analyst focused on market capital flows and behavior, offering analysis of <a href="https://en.coin-turk.com/analyst-predicts-imminent-bitcoin-bull-run/" rel="noopener noreferrer nofollow">cryptocurrency</a> movements to the public via his X (formerly Twitter) account. His work involves monitoring how funds transition between crypto assets in response to wider market trends.
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 “This marked the first time such a rotation had been observed since the previous bear market. At that stage, this configuration signaled a clear intention from investors to protect their capital.”
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Since then, the market environment has evolved. Bitcoin’s realized cap has since recovered to negative $3 billion, while the aggregate capitalization of stablecoins has shifted to negative $1 billion. The data implies that substantial sums previously set aside are now returning to Bitcoin as investors regain confidence.
This reversal coincided with ongoing developments in the Iran conflict, a period marked by heightened economic and geopolitical uncertainty. Darkfost pointed out that some participants may now be viewing Bitcoin as a hedge against inflation and unexpected market shocks tied to the crisis.
<h2 id="derivatives-positioning-signals-renewed-optimism">Derivatives positioning signals renewed optimism</h2>
Support for the renewed interest in Bitcoin also comes from the futures market. Michaël van de Poppe, a well-known <a href="https://en.coin-turk.com/market-trends-reveal-critical-insights-on-avax-dogecoin-and-floki-prices/" rel="noopener noreferrer nofollow">crypto analyst</a> and trader, underscored that speculative traders on Bitcoin derivatives have shifted to a net-long position.
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 “Very similar to previous cases where we’ve seen the same before a big breakout in 2023. Commercials’ Net Position has been net short on the markets, which is the inverse of the speculators,” van de Poppe explained in his market review.
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Poppe outlined price targets in the $80,000 to $85,000 range if market momentum persists. Nevertheless, he cautioned that this kind of setup signals increased volatility rather than a guaranteed upward movement.
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 “Now, this doesn’t guarantee that we’re going to be breaking upwards massively. It does say that there’s a significant chance for volatility, also knowing that we’ve been ranging in this area for two months and markets refused to fall down,” he added.
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Bitcoin’s price has climbed more than 10% since late February, paralleling the timeline of the Iran conflict. The latest market data shows a further 1% gain for Bitcoin, with the price reaching $72,900 as ceasefire negotiations related to the conflict continue in Pakistan.
While the uptrend remains moderate for now, analysts indicate that if capital rotation back into Bitcoin strengthens, a more pronounced recovery could follow. Market observers continue to monitor on-chain movements and futures data for signs of renewed momentum or volatility in the near term.
The post <a href="https://en.coin-turk.com/bitcoin-liquidity-rebounds-as-7b-flows-back-price-nears-73k-after-recent-dip/" rel="noopener noreferrer nofollow">Bitcoin liquidity rebounds as $7B flows back, price nears $73K after recent dip</a> appeared first on <a href="https://en.coin-turk.com" rel="noopener noreferrer nofollow">COINTURK NEWS</a>.

Bitcoin liquidity rebounds as $7B flows back, price nears $73K after recent dip

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