7/25 $BTC Market Overview & Analysis



😇 News:

Geopolitics & Macro: The conflict between the US and Iran continues to escalate. Brent crude oil has risen to about $97.66/barrel, but Bitcoin has shown resilience and has not been hit as sharply as in previous periods when oil prices spiked. Traditional markets are flat; gold is holding above $4,000.

Regulation: The CLARITY Act remains stuck in a deadlock, and the market lacks clear catalysts.

Others: Strategy has adjusted Bitcoin-related indicators; large mining pool Poolin has filed for bankruptcy; the options market has seen a bullish cluster of about $5 billion in scale. Overall sentiment is cautious, but institutional and derivatives positioning suggests some expectation of a bottom support.

😇 Flows:

Spot Bitcoin ETFs: On July 24, there was a small net outflow of about **-$27.9M** (the previous day, July 23, saw a larger outflow of -$225.1M). Recently, momentum has shifted from multi-day net inflows to modest outflows, reflecting profit-taking and cautious sentiment ahead of the weekend. Total net assets remain at a relatively high level.

On-chain / Institutions: In July, whales continued to accumulate significantly (about 270k BTC over the past two weeks), and the trend of increased corporate holdings persists. Derivatives open interest remains stable, and bullish options are clearly favored.

Flows have shifted from “inflows supporting a rebound” to a small net outflow + consolidation. Near-term pressure is limited, but there is a lack of fresh capital to drive a breakout.

😇 Technicals:

Hello everyone—hope you’re having a great weekend. The market has stayed mostly in a range. Now we’re at the critical point between bulls and bears. We’ve pulled back to the rising trendline, and from the current view the 4h chart has already broken below the 0 level, so the probability of a break here is relatively high. If it breaks, support lies near 62,500. Overall, for the day, expect range-bound movement and bearish range behavior.

Support: 63,800-62,500
Resistance: 64,500-65,500
ETH-1.85%
BTC-2.13%
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