CryptoQuant.com

The most accurate Bitcoin analysts are getting cautious. The crowd isn't. We tracked 66 bitcoin:native analysts on CryptoQuant Consensus for a year. Top 10 by verified accuracy: sentiment 79 → 58 in a month. Everyone else: 77 → 68. Here's why that gap matters 🧵

Bitcoin’s 30-Day Demand Estimate Hits −348K BTC as Spot Improves “What I want to see next is spot continuing toward zero and the drag from perps easing enough for the combined line to flatten.” – By @RugaResearch

Bitcoin analyst sentiment turns increasingly bearish. CryptoQuant's Analyst Consensus Index dropped from -1.0σ to -1.8σ in just 7 days, while bitcoin:native fell toward $73K. ETF outflows, inflation concerns, and weakness in the Nasdaq are weighing on market sentiment.

Binance's $32B Liquidity Buffer: Resilience Under Market Pressure “For now, the evidence points to a significant liquidity adjustment rather than a structural loss of dominance” – By @NovaqueResearch

Is Bitcoin’s Risk-Reward Improving as the Rebound Weakens? “A sustained break below $73,000 followed by a failed retest from below would strengthen the case for bear-market continuation.” – By @MorenoDV_

Tether supply is shrinking faster than it did after FTX. USDT market cap is down $6.6B in 60 days, more than double the December 2022 drop. Stablecoin growth funded every rally this cycle. That fuel is draining.

Bitcoin: Rising Short-Term Holder Losses Amid Declining Exchange Inflows “Bitcoin continues to face downward pressure, with losses among short-term holders increasing.” – By @MAC_D46035