The Bitcoin bear market has stunned some sections of the cryptocurrency public as a number of traders anticipated the value to get better from varied levels of the correction. Nevertheless, some sections of the market have seen this stage of adjustment, utilizing on-chain information as the premise for predictions.
One such group are on-chain information analysts who’re calling for the emergence of a bear market primarily based on the obvious decline in demand. Utilizing the identical mannequin, a outstanding market researcher instructed potential catalysts for a Bitcoin worth restoration.
Bitcoin ETF begins 2026 with $1.8 billion outflow
Nameless analyst Darkfost revealed a current publish on social media platform X. shared Spot Bitcoin ETFs (Alternate Traded Funds) may play a giant function within the restoration of the cryptocurrency market. Market information exhibits that demand for cryptocurrencies by ETFs has been weak to date in 2026.
This cautious stance by traders and “liquidity contraction” has had a major affect in the marketplace, with costs persevering with to fall to new lows each different week. Darkfost highlighted that early 2026 seemed like a interval of lowered threat on the Bitcoin ETF facet, largely pushed by vital capital inflows and powerful speculative momentum.
Darkfost wrote within the X publish:
Market members look like reassessing their threat publicity in a extra unsure macroeconomic and geopolitical setting.
Not surprisingly, current on-chain information helps rising investor apathy in direction of the Bitcoin ETF market. In accordance with information highlighted by Darkfost, 2026 begins with web outflows of round $1.8 billion. That is in stark distinction to the very constructive ranges seen in 2024 and early 2025.
Supply: @Darkfost_Coc on X
Continued capital inflows and vital enlargement of market liquidity characterised this era. Nevertheless, it’s price mentioning that 2025 ended on a extra destructive observe, with ETF inflows declining from $27 billion to round $20 billion by the tip of the 12 months.
These traits due to this fact recommend that the present demand weak point is extra of a gradual decline than a pointy one. In any case, this weak point in demand has left the Bitcoin market unprotected and extra susceptible to promoting strain and near-term volatility.
Darkfost concluded that the continued run of Bitcoin ETF inflows could possibly be a “key catalyst” to revive stronger market construction and investor confidence. Nevertheless, the indicators haven’t been encouraging to date, with the US-based BTC exchange-traded fund recording web outflows of round $360 million over the previous week.
Bitcoin worth at a look
As of this writing, the BTC worth is round $70,600, up almost 2% within the final 24 hours.
The value of BTC crosses $70,000 on the each day timeframe | Supply: BTCUSDT chart on TradingView
Featured picture from Shutterstock, chart from TradingView
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