Bitcoin may avoid historic bear market losses as ETF flows grow, says analyst
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- Bitcoin ETFs have recorded cumulative net inflows of more than $59 billion since launch, including $4.5 billion since March.
- Strategy increased its Bitcoin holdings to 818,869 BTC from 640,031 BTC in October 2025, adding nearly 179,000 BTC at an average purchase price around $75,543.
- Michaël van de Poppe said the most overcrowded thesis is that Bitcoin will form a bear flag and bottom out in October 2026, noting fresh Nasdaq highs, the upcoming CLARITY Act vote, strategic Bitcoin reserve discussions, and a new Fed chair.
- MorenoDV observed Bitcoin flashed its first early‑bull signal since March 2023 on CryptoQuant’s Bull‑Bear Market Cycle indicator, a signal that previously preceded 1280% and 461% rallies but still needs stronger price confirmation.
- Axel Adler Jr. tracked retail Bitcoin transaction volume from wallets holding $0‑$10k, which fell to –8.2% on April 5, then turned positive, reaching +6.31% on May 6 and staying near +4.38% on May 12 while Bitcoin traded around $80,625.
Why it matters: ETF investors and corporate treasuries gain from $59 billion net inflows and nearly 179 k BTC added, while retail transaction volume rebounds; this demand cushions price declines and underpins a potential rally toward $85 K.
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