Fresh Capital Dries Up: CryptoQuant Flags Early Bear Signals for BTC 📉⚠️
Bitcoin’s latest drop is starting to look less like a normal pullback and more like the early stages of a grind-down bear market.
🔍 CryptoQuant Warning:
“New investor inflows have turned negative.
The sell-off is not being absorbed by fresh capital.”
On-chain data shows a worrying shift:
• $BTC
BTC is down ~23% in 80+ days
• Price broke below the 365-day MA for the first time since 2022
• Spot & institutional demand remain weak
• Risk appetite continues to fade
In bull markets, dips attract buyers fast.
In early bears, weakness triggers withdrawals — and that’s exactly what the data is showing now.
📊 Market Snapshot
• BTC: ~$68,979 (struggling to hold $70K)
• $ETH
ETH: ~$2,012 (heavy leverage unwind risk)
• $SOL
SOL: ~$86 (bearish structure, weak volume)
Analysts note Sharpe ratios have dropped into zones historically linked with late-cycle bull tops or entrenched bear phases.
🧠 Key takeaway:
Without new capital, dips don’t bounce — they linger.
⚠️ Crypto remains a pure macro risk asset right now. Until inflows return, downside pressure stays in play.
Disclaimer: This is my personal analysis, not financial advice. Always do your own research.