{"id":493466,"date":"2025-09-26T08:30:00","date_gmt":"2025-09-26T08:30:00","guid":{"rendered":"https:\/\/Blockchain.News\/news\/bitcoin-btc-faces-market-exhaustion-etf-inflow-slowdown"},"modified":"2025-09-26T08:30:00","modified_gmt":"2025-09-26T08:30:00","slug":"bitcoin-btc-faces-market-exhaustion-amid-etf-inflow-slowdown","status":"publish","type":"post","link":"https:\/\/e-bitco.in\/index.php\/2025\/09\/26\/bitcoin-btc-faces-market-exhaustion-amid-etf-inflow-slowdown\/","title":{"rendered":"Bitcoin (BTC) Faces Market Exhaustion Amid ETF Inflow Slowdown"},"content":{"rendered":"
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Iris Coleman<\/a> Sep 26, 2025 08:30<\/span> <\/p>\n

Bitcoin shows signs of exhaustion post-FOMC rally with long-term holders realizing significant profits. ETF inflows slow, indicating potential market cooling.<\/p>\n

\"Bitcoin <\/a> <\/figure>\n

Bitcoin (BTC) is experiencing signs of exhaustion following a rally driven by the Federal Open Market Committee (FOMC) meeting, according to Glassnode Insights. Long-term holders have realized profits amounting to 3.4 million BTC, while inflows to exchange-traded funds (ETFs) have slowed, suggesting a potential cooling phase for the market.<\/p>\n

Market Dynamics and Long-Term Holder Activity<\/h2>\n

The recent rally saw Bitcoin’s price peak near $117,000, transitioning into a corrective phase marked by a “buy the rumour, sell the news” dynamic. Despite this, the on-chain drawdown remains mild at 8%, a stark contrast to the more significant declines seen in previous cycles. Notably, the realized cap inflows have reached $678 billion, highlighting substantial capital rotation and distribution.<\/p>\n

Long-term holders have played a significant role in this market phase, realizing 3.4 million BTC in profits. This heavy distribution aligns with historical patterns where long-term holder activity often marks market tops. The current cycle’s realized profits have already surpassed those of previous cycles, indicating a mature rally.<\/p>\n

ETF Inflows and Market Fragility<\/h2>\n

ETF inflows, which once absorbed much of the supply, have sharply decreased around the FOMC meeting. This reduction in institutional demand, coupled with increased long-term holder distribution, has created a fragile market balance. The short-term holder cost basis at $111,000 is identified as a critical level to maintain to prevent further market cooling.<\/p>\n

Spot and Futures Market Stress<\/h2>\n

Spot market volumes spiked during the recent sell-off, driven by forced liquidations and thin liquidity. This situation exacerbated the decline, forming a temporary foundation just above the short-term holder cost basis. Concurrently, futures markets saw a sharp deleveraging as Bitcoin’s price fell below $113,000, reducing open interest from $44.8 billion to $42.7 billion. This deleveraging event, while destabilizing, helped clear excess leverage from the market.<\/p>\n

Options Market Volatility<\/h2>\n

The options market also reacted to these shifts, with implied volatility climbing in response to hedging demand. The market saw a significant repricing of skew post-FOMC, with increased demand for puts indicating defensive positioning. The put\/call volume ratio trended lower as traders locked in profits on in-the-money puts, creating opportunities for those with a constructive view towards year-end.<\/p>\n

Overall, the market exhibits signs of exhaustion, with liquidity-driven swings dominating the current landscape. Unless institutional demand aligns with holder sentiment, the risk of deeper cooling remains high, pointing towards a macro structure increasingly resembling market fatigue.<\/p>\n

For more detailed analysis, visit the full report on Glassnode<\/a>.<\/p>\n

Image source: Shutterstock<\/i><\/span> Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Iris Coleman Sep 26, 2025 08:30 Bitcoin shows signs of exhaustion post-FOMC rally with long-term holders realizing significant profits. ETF inflows slow, indicating potential market cooling. Bitcoin (BTC) is experiencing signs of exhaustion following a rally driven by the Federal Open Market Committee (FOMC) meeting, according to Glassnode Insights. Long-term holders have realized profits amounting […]<\/p>\n","protected":false},"author":1,"featured_media":493467,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,12],"tags":[31,194,1554,25],"class_list":{"0":"post-493466","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bitcoin","8":"category-blockchain","9":"tag-bitcoin","10":"tag-cryptocurrency","11":"tag-market-analysis","12":"tag-news"},"_links":{"self":[{"href":"https:\/\/e-bitco.in\/index.php\/wp-json\/wp\/v2\/posts\/493466","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/e-bitco.in\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/e-bitco.in\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/e-bitco.in\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/e-bitco.in\/index.php\/wp-json\/wp\/v2\/comments?post=493466"}],"version-history":[{"count":0,"href":"https:\/\/e-bitco.in\/index.php\/wp-json\/wp\/v2\/posts\/493466\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/e-bitco.in\/index.php\/wp-json\/wp\/v2\/media\/493467"}],"wp:attachment":[{"href":"https:\/\/e-bitco.in\/index.php\/wp-json\/wp\/v2\/media?parent=493466"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/e-bitco.in\/index.php\/wp-json\/wp\/v2\/categories?post=493466"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/e-bitco.in\/index.php\/wp-json\/wp\/v2\/tags?post=493466"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}