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Regression momentum is returning to Bitcoin, but is it a sign of exhaustion?
The Mean Reversion Index has recovered strongly from its early-year lows and is now back around 42.5 percent, suggesting Bitcoin is gradually emerging from a deep discount.
Historically, low Mean Reversion zones often appear when the market is under significant corrective pressure, while the indicator returning to neutral zones usually accompanies a valuation recovery.
Notably, the indicator has not yet entered the extreme high zones seen during periods of rapid growth. This suggests that regression momentum is improv

To clarify, I've compiled global enforcement and policy activities regarding crypto, which are noteworthy given the CFTC's resurgence in the race to regulate digital assets.
Since 2024, with 33 actions taken, there has been a cooling down in other countries. However, at this time, crypto is once again generating excitement about a new generation of asset regulation.
While the SEC previously dominated US operations, the CFTC is now playing a more prominent role; in Q2/2026 alone, the CFTC took 10 actions compared to the SEC's 1, according to the chart.
-> The focus of crypto regulation in the U

The CFTC is gradually becoming the new center of the US crypto regulatory framework after the Clarity Act was rejected.
From 2021 to 2025, the SEC dominated enforcement activities related to crypto, but now the CFTC has taken 10 out of 11 actions. This is not just a change in the number of enforcement actions, but reflects a shift in how the US approaches the classification and regulation of digital assets.
From March 2026, the SEC and CFTC have jointly issued guidance on how to apply securities laws and the Commodity Exchange Act to crypto, and the two agencies have established a coordination

Bitcoin Sell-Side Risk Ratio is in very low territory.
The Sell-Side Risk Ratio has now fallen to the Low/Very Low Liquidity zone, indicating relatively low profit-taking and stop-loss activity in the market.
The decreasing supply of traded volume creates significant execution volatility, reflecting a state of equilibrium and liquidity compression after a correction phase.
It's noteworthy that instances of the Sell-Side Risk Ratio remaining low historically often precede periods of significant volatility, when the market accumulates enough energy for a new direction.
In my view, this isn't ye

One of the key sources of bitcoin:native demand in 2025 is clearly weakening.
Listed companies that bought up to 89,000 bitcoin:native in July 2025 alone have only made net purchases of around 5,900 bitcoin:native in the last three months.
Meanwhile, the Corporate Treasury Cost Basis is currently around $80,500, about 6% higher than the current bitcoin:native price. This group of businesses is experiencing unrealized losses and, more importantly, they are no longer buying as aggressively as before.
bitcoin:native has tested the $80,500 level twice since losing it in early 2026, in May and Sep

The Fed is beginning to inject liquidity through Treasury Bills.
According to the New York Fed's plan, between September 15th and October 14th, the Fed is expected to make approximately $15.6 billion in reinvestment purchases of Treasury securities.
The chart shows that the T-Bill purchases continued from September 17th, initially amounting to around $3.89 billion, followed by purchases of nearly $1.95 billion.
This is not traditional quantitative easing (QE), but it still has a liquidity-supporting effect as the Fed reinvests in the Treasury.
It's important to note that the Fed is adding liqu

Bitcoin is currently stalled just below the “ceiling” zone.
BTC has recovered strongly from the $62K–65K range, but is currently stalling around $79K, while failing to reach the large concentrated cost basis of long-term supply at approximately $84K–86K.
This is a notable on-chain resistance zone: the large supply has a higher cost basis than the current price, creating supply pressure as BTC approaches this area.
The current structure is quite clear:
• $62K–65K: accumulation floor
• ~$79K: current price
• $84K–86K: ceiling supply
BTC has broken out of the accumulation zone but has not yet rec

Long-term #Bitcoin investors are signaling an impending major breakout.
According to our research, the Long-Term Supply Price (LTH SOPR) is holding around 1.2, which is similar to previous phases where Bitcoin entered a re-accumulation phase after major corrections.
Historically, when this indicator falls to around 1, profit-taking pressure from long-term holders weakens significantly, with some supply even being sold below cost.
On the other hand, LTH SOPR breaking out of lows and beginning a recovery often precedes new price expansion phases.
If LTH SOPR continues to recover and surpasses 1.