According to @cas_abbe, publicly traded companies have acquired more Bitcoin (BTC) than U.S. exchange-traded funds (ETFs) for the third consecutive quarter, signaling strong institutional conviction. In the quarter ending June 30, corporations increased their BTC holdings by approximately 131,000 BTC (an 18% rise), surpassing the 111,000 BTC (an 8% rise) added by ETFs, according to data from CNBC and Bitcoin Treasuries.net. While ETFs collectively remain the largest single category of holders with over 1.4 million BTC, the trend highlights a strategic shift. For instance, Bitcoin Treasury Corporation recently purchased 478.57 BTC, raising its total to 771.37 BTC, and plans to lend out its holdings. This growing corporate accumulation, with public companies now holding over 841,715 BTC, could create a significant demand floor for BTC, potentially impacting liquidity and price stability for traders.

According to @FarsideUK, major institutional adoption signals are fueling Bitcoin's (BTC) momentum, highlighted by the US Federal Housing Finance Agency ordering Fannie Mae and Freddie Mac to consider cryptocurrency holdings for mortgages, as stated by Director Bill Pulte. This bullish development helped push BTC price past $108,000, though it faces a significant resistance zone between $3.40–$3.55 trillion in total crypto market capitalization, a level that has previously activated sellers, according to FxPro analyst Alex Kuptsikevich. Strong market underpinnings are evident, with spot BTC ETFs recording 12 consecutive days of net inflows, adding $548 million on the last reported day, according to Farside Investors. Derivatives data presents a mixed picture, as a rise in perpetual futures open interest suggests hedging, and a flat basis on CME futures weakens the bullish case. In altcoins, SEI token has surged over 50% in a week, driven by its selection for Wyoming's state-backed stablecoin pilot and strong on-chain data indicating spot-led buying.

According to Alexander Blume, managing partner at Two Prime, Bitcoin (BTC) is in equilibrium as speculators sell amid geopolitical risks while long-term investors buy, countering ETF inflows. Glassnode data shows short-term holders, with coins held under a year, accounted for 83% of realized profit recently, contributing $904 million in selling pressure from wallets holding 6-12 months. Long-term holders realized $1.2 billion in profits last week, per Glassnode. Miners sold approximately 30,000 BTC over 20 days, according to IntoTheBlock. Benjamin Lilly, founder of Jarvis Labs, noted accumulation stalled as delta-neutral trades offered 15-30% APY alternatives, while Jimmy Yang, co-founder of Orbit Markets, observed holders diversifying into equities and gold. Markus Thielen of 10x Research highlighted key levels at $102,000 support and $106,000 resistance.

According to Omkar Godbole, institutions are ramping up crypto investments with JPMorgan filing for a crypto platform and Strategy acquiring over 10,100 BTC worth $1.05 billion. Bitcoin and ether spot ETFs recorded inflows of $408.6 million and $21.4 million respectively, per Farside Investors, while markets remain cautious ahead of the Federal Reserve rate decision. XBTO noted selective capital flows and altcoin sell-offs, and BRN predicts a structural shift favoring higher prices in 2025.

According to Charmaine Tam, Head of OTC at Hex Trust, Ethereum's (ETH) recent outperformance, with a 40% gain over three months per market data, serves as a leading indicator for capital flows into altcoins like Pendle and Bittensor. ETH dominance rose to nearly 10% while BTC dominance fell, signaling trader interest in emerging sectors such as DeFi and decentralized AI, supported by on-chain inflows and institutional demand with spot ETH ETFs attracting over $1.25 billion since mid-May. Concurrently, geopolitical tensions from an Israeli attack on Iran caused BTC to drop 4.7% to around $103,000 and ETH to $2,694, as per market movements. Singapore's Monetary Authority of Singapore (MAS) now mandates licenses for offshore crypto firms by June 30, prompting exchanges like Bitget and Bybit to shut down, a move linked to past oversight issues with Three Arrows Capital and Terraform Labs, according to regulatory updates. Additionally, Quranium launched QSafe Wallet, a quantum-secure solution for BTC, SOL, and EVM chains, to address future cryptographic threats.

According to Francisco Rodrigues, Bitcoin approached $107,000 with a 1.7% gain as a U.S.-brokered ceasefire between Iran and Israel eased oil supply fears, boosting risk assets like the CoinDesk 20 index, which rose 1%. Susannah Streeter of Hargreaves Lansdown cautioned that doubts over the truce's stability could renew market volatility. Fed Chair Jerome Powell's patient approach to rate cuts supports risk assets, but Bitunix analysts highlighted uncertainty from upcoming tariff and inflation data. Jake O from Wintermute noted neutral derivatives positioning around $105,000 for June expiry, with call options indicating modest bullish expectations for higher prices.

According to Lennix Lai, OKX Chief Commercial Officer, institutional demand is driving ETH towards $3,000, with ETH accounting for 45.2% of perpetual futures trading volume compared to BTC's 38.1%. Glassnode analysts report that long-term BTC holders are accumulating despite realizing $930 million daily profits, indicating strong institutional conviction. Presto Research highlights Tron's $6 billion net stablecoin inflows in May, while Ethereum and Solana faced outflows. Scott Duke Kominers, a16z Crypto Research Partner, argues that crypto blockchains are essential for AI agent economies, enabling cross-system transactions. DappRadar analysts note a decline in Web3 gaming investment to $9 million due to a lack of engaging gameplay.

According to Charmaine Tam, Head of OTC at Hex Trust, Ethereum's dominance rising to nearly 10% indicates capital shifting from Bitcoin (BTC) to altcoins in DeFi and AI sectors, supported by institutional inflows including over $1.25 billion in spot ETH ETF demand and on-chain flows showing strength in assets like Pendle and Bittensor. Geopolitical tensions from Israel's attack on Iran have pressured BTC and ETH prices lower, as reported in market data. The Monetary Authority of Singapore (MAS) has enforced licensing for offshore crypto exchanges starting June 30, a regulatory move potentially influenced by past challenges with firms like Three Arrows Capital and Terraform Labs. Additionally, Quranium launched QSafe Wallet with quantum-resistant encryption based on NIST standards to counter emerging threats.

According to the author, the co-optation of cypherpunk values by crypto firms like Coinbase and Ripple could heighten regulatory scrutiny and market volatility for cryptocurrencies such as BTC and ETH. As cited in the article, Coinbase's political sponsorships and Ripple's lobbying efforts may increase systemic risks and erode investor trust, potentially impacting price stability in the crypto market.

According to Lennix Lai, OKX Chief Commercial Officer, institutional buying is making $3,000 ETH increasingly likely, with ETH outperforming BTC and accounting for 45.2% of perpetual futures volume. Glassnode analysts report long-term holders are accumulating BTC despite volatility, with over $930 million in daily profits realized. CryptoQuant data shows the stablecoin market hit a record $228 billion, with Tron leading inflows of over $6 billion in May. Scott Duke Kominers from a16z Crypto argues crypto rails are essential for AI agent interoperability. DappRadar indicates Web3 gaming is declining due to lack of engaging gameplay, with venture funding plummeting to $9 million. Market movements include BTC down 2% after failing to hold $110K and ETH up 5% to $2,800.

According to Francisco Rodrigues, Bitcoin (BTC) has declined 1.7% over 24 hours due to rising Middle East tensions, but analysts project it could reach $200,000 by year-end. Lower-than-expected U.S. inflation data increases the likelihood of Federal Reserve rate cuts, potentially boosting cryptocurrencies, as indicated by the CME’s FedWatch tool. Boris Alergant stated that BTC trades as a risk-on asset, while Youwei Yang highlighted SEC openness to altcoin ETFs like Solana (SOL), which could drive an 'altcoin ETF summer'. James Butterfill cited $900 million in digital asset inflows, signaling rebounding investor confidence amid looser global money supply.

According to a representative from Hyperion Decimus, digital assets like bitcoin (BTC) and Ethereum (ETH) offer superior risk-reward ratios compared to traditional assets, with BTC outperforming the S&P 500 by over three times per risk unit. Blockchain transparency and DeFi efficiencies provide cost savings and trustless operations, making digital assets a standalone class. Obstacles include recency bias from events like FTX's collapse and confirmation bias from memecoin declines, but these should be weighed against TradFi risks such as fractional reserve banking. For alpha in volatile markets, strategies like dollar-cost averaging a portfolio of top assets and trend investing based on adoption curves and technology progression are recommended. The Hyperion Decimus Acheilus Fund targets institutions with quantitative signals to shift between crypto and cash. Current market data shows BTC at $106,558 with a 1.44% 24h gain and ETH at $2,460 with a 2.44% increase.

According to CoinDesk, institutions like JPMorgan filed for a crypto platform, JPMD, to offer trading and payment services, while Strategy purchased over 10,100 BTC worth $1.05 billion last week. XBTO reported that BTC and ETH showed resilience with narrow trading ranges amid geopolitical tensions, though altcoins experienced a significant sell-off. BRN analysts stated that demand remains strong and sell pressure is weak, advising traders to maintain exposure with expectations of price gains in 2025.

According to BRN analyst Valentine Fournier, Bitcoin is overcoming bearish futures and options signals due to growing long-term structural demand, with entities like Texas and Metaplanet solidifying BTC as a strategic reserve, potentially leading to a rebound. Fournier added that Solana SOL could outperform in a recovery, while Ethereum ETH may regain support as volatility cools. Mean Theodorou, co-founder at Coinstash, stated that volatility may persist due to macro conditions like the U.S.-Iran situation, and altcoins such as DOGE, ADA, and SOL are risky amid recent double-digit losses. Key trading events include Fed Chair Jerome Powell's testimony on June 24 and 25 and core PCE data on June 23, which could influence market movements.

According to Crypto Daybook Americas, Bitcoin (BTC) is holding steady around $106,000, up 0.9% in the last 24 hours, as President Donald Trump delays a decision on U.S. involvement in the Israel-Iran conflict for two weeks, reducing immediate geopolitical risks (source: Crypto Daybook Americas). This has lowered the odds of U.S. military action before month-end from 70% to 40% on Polymarket, providing temporary relief to risk assets like cryptocurrencies (source: Polymarket). However, analysts at CryptoQuant warn of a potential drop to $92,000 or lower if demand fails to recover, citing a 60% decline in ETF flows since April and reduced whale buying activity (source: CryptoQuant). Traders should monitor on-chain activity and ETF flow trends closely for signals of further downside risk or a potential rebound above the $109,000 resistance level (source: Glassnode). With BTC dominance at 65%, maintaining positions above the monthly open could signal bullish momentum (source: Crypto Daybook Americas).

According to recent market analysis from CoinDesk, ATOM (ATOM-USD), the native token of the Cosmos ecosystem, has established a critical support level at $4.50, with significant buying volume of 1.63M stepping in at $4.502 to defend against further declines (CoinDesk). The price action showed a 3.5% trading range over 24 hours, peaking at $4.619 before correcting to $4.498, indicating potential bullish momentum with a higher low at $4.522 (CoinDesk). Meanwhile, Ethereum whales have ramped up activity, with transaction volumes surging 164.14% to $7.84 billion in just 24 hours, hinting at the start of an altcoin season that could benefit tokens like ATOM (Whale Alert). Traders should monitor resistance at $4.600 for a potential breakout, as this could signal further upside in the crypto market (CoinDesk).

According to CoinDesk Indices, digital assets like Bitcoin (BTC) and Ethereum (ETH) offer compelling opportunities for traders due to their superior risk-reward ratio, with BTC outperforming the S&P 500 by over three to one per increment of risk (Source: CoinDesk Indices Interview). The transparency of public blockchains, real-time auditability, and the efficiency of Decentralized Finance (DeFi) systems make them a unique asset class for portfolio diversification (Source: CoinDesk Indices). Additionally, innovations like multi-party computation (MPC) and multi-sig wallets are enhancing security, paving the way for mass adoption (Source: CoinDesk Indices). For trading strategies, experts recommend dollar-cost averaging across a diversified portfolio of top assets and creating a clear trading plan with price targets, such as buying ETH at $1,200 or selling at $4,000 (Source: CoinDesk Indices). With BTC currently at $101,148.23 (down 1.517% in 24 hours) and ETH at $2,248.20 (down 1.380%), traders can leverage these insights to navigate volatile markets (Source: Provided Market Data).

According to Crypto Daybook Americas, Bitcoin (BTC) is holding steady around $106,000, up 0.9% in the past 24 hours, following President Trump’s announcement of a potential two-week delay in U.S. involvement in the Israel-Iran conflict, reducing immediate geopolitical risks (source: Crypto Daybook Americas). This has buoyed risk assets, including cryptocurrencies, with the CoinDesk 20 index rising 0.77% (source: Crypto Daybook Americas). However, traders should remain cautious as CryptoQuant warns of a potential drop to $92,000 if demand fails to recover, citing a 60% decline in ETF flows since April and reduced whale buying (source: CryptoQuant report). Glassnode also notes subdued on-chain activity, possibly indicating a shift to institutional dominance with infrequent large transactions (source: Glassnode). For trading strategies, Bitcoin’s technical analysis suggests bullish momentum if it closes above the monthly open, targeting $109,000, but faces resistance at the 20-day EMA (source: Crypto Daybook Americas). Keep an eye on upcoming macro data and token events like Optimism (OP) unlocks for potential market impacts.

According to Michael Saylor on Twitter, the limited supply of 21 million Bitcoin (BTC) and its engineered scarcity are central to its long-term value proposition, making BTC a prime asset for building generational wealth. Saylor emphasizes that Bitcoin’s predictable issuance schedule and finite supply create a unique trading environment, where long-term holders benefit from scarcity-driven price appreciation (Source: Michael Saylor, Twitter, June 23, 2025). Traders are advised to monitor accumulation trends and on-chain data, as these factors have historically signaled bullish momentum during supply shocks.

According to The Data Nerd, two wallets associated with Abraxas Capital have accumulated an unrealized profit of approximately $79.92 million by shorting BTC, ETH, HYPE, SUI, and SOL. Onchain data from hypurrscan.io confirms these positions, highlighting significant bearish sentiment from a major institutional player. This level of aggressive shorting activity could signal further downward pressure or increased volatility across these major cryptocurrencies, making it a key data point for traders monitoring large-cap crypto market trends. (Source: The Data Nerd on Twitter, June 23, 2025)