2025-12-28 00:50:15

#数字资产市场动态 # BTC Market Brief

In the past day, Bitcoin has increased by 0.55%, approaching its recent high. But to truly break through, several key factors need to align.

**Where is the good news**

Institutional actions are accelerating. Out of the top 25 banks in the US, 14 are involved in Bitcoin products. What does this mean? Mainstream acceptance is rising, and the likelihood of large capital entering the market is increasing.

Practical applications are also taking shape. Steak 'n Shake has started paying employee wages in Bitcoin — from this everyday scenario, Bitcoin is shifting from an investment asset to a practical tool.

Selling pressure is easing. The inflow of funds from major accounts on a leading exchange has dropped by over 50%, indicating that large holders prefer to hold rather than sell aggressively, which is positive for prices.

**There are also many hidden risks**

US Bitcoin ETF outflows reached $589.4 million in a single day, indicating short-term investor confidence is wavering. Demand is not as strong as expected.

Additionally, a whale has bet $744 million on a long position on a certain DEX, now showing a paper loss of over $53 million. If forced to liquidate, the market could be impacted.

The futures market has also cooled down. Bitcoin futures open interest has fallen to an 8-month low of $42 billion. Leveraged traders are retreating, and speculative enthusiasm has noticeably declined.

**What is the community saying**

Bitcoin is stuck at $90,000 and can't break through, while silver has hit a new high. This has led many to reconsider — is Bitcoin's role as a safe-haven asset really that strong? $BTC $ETH

BTC0,35%

ETH0,79%

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MrRightClick

· 5h ago

Stuck at 90,000 for so long, watching silver take off, it’s a bit awkward. Institutional entry is real, but the net outflow from this wave of ETFs also needs to be looked at clearly. That whale is hanging, once forced liquidation happens, it will definitely cause a dump. Wait, Steak 'n Shake paying wages in Bitcoin? Now that’s a real signal. Futures are so cold, leverage players have all run away, which instead suggests the bottom might be stable. Instead of focusing on the rise, it’s better to see what big players are doing; holding steady is the real answer. Not breaking 90,000 USD is a problem, but don’t be too pessimistic; adjustments are normal.

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BrokenDAO

· 15h ago

The repeated rhetoric of institutional entry has been heard too many times; 14 banks launching products ≠ genuine recognition, at best it's just that the arbitrage space has been discovered. The Steak 'n Shake case is even more ironic—pay wages in Bitcoin? Forget it, let's see how many BTC they need to offset salary volatility risk. --- The ETF outflow of 580 million actually indicates: the initial enthusiasm has exited, now it’s just a matter of who’s still willing to take over. --- The 42 billion open interest has fallen to an 8-month low, a leverage collapse of this magnitude shows how far the futures market has already become a casino. --- The $90,000 threshold is really interesting; meanwhile, silver hit a new high. The market’s game-theoretic balance has been severely distorted, and the narrative of safe-haven assets should have already collapsed. --- A 50% decline in large-cap fund inflows—are they really optimistic? Please, their inactivity might just mean there’s no better exit, don’t mistake reluctance to sell for confidence.

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AirdropNinja

· 16h ago

Institutional entry is a good thing, but this ETF outflow of 580 million... Short-term retail investors are probably fleeing, lol. $90,000 still can't break through, is this time really different? I just want to watch the show. Whales lost 53 million, they must be really struggling to play like this... By the way, this is when the market is most likely to crash. Paying salaries is definitely feasible, but I think I'll wait and see. It's stuck, anyway I didn't expect it to skyrocket, take it slow. This wave feels weaker than expected, big players are holding on tight... Honestly, it's a bit boring.

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SorryRugPulled

· 16h ago

Institutional entry sounds good, but I just want to ask—is this really different? Every time before, they said the mainstream accepted it, but what happened... That whale's loss of 53 million was the real hit; if we get liquidated, we'll all have to cover the bottom.

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ShitcoinArbitrageur

· 16h ago

Institutional entry sounds good, but can it really push the market up? I’m skeptical; this wave of ETF outflows is the real reflection. --- Whales getting liquidated is over; a $53 million loss and still holding calmly—how much patience does that take? --- $90,000 in margin for so long, feels like it can’t be broken; silver hitting new highs instead—this logic is a bit absurd. --- 14 American banks offering BTC products sounds impressive, but isn’t it just to trap retail investors? --- Steak 'n Shake paying salaries in Bitcoin—does that count as a de facto pay cut? I need to check the exchange rate. --- Futures are so cold, leverage has exited the market, indicating everyone’s confidence is low. --- Institutional recognition is rising, yet there’s a $589 million outflow—what’s going on here? --- Relief from selling pressure? Ridiculous. I think no one dares to sell, but no one dares to buy either. --- Safe-haven asset? Laughable. When Bitcoin stalls, silver is soaring—how does that make it a safe haven?

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NotSatoshi

· 16h ago

Institutional entry sounds good, but that whale has a paper loss of over 50 million. If they really liquidate, what kind of trouble could this cause... Let's wait and see.

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DegenWhisperer

· 16h ago

Institutional entry is impressive, but the 580 million outflow is the real story... If you ask me, it hasn't truly broken through yet. --- Failing to break 90,000 and still bragging? Silver has risen faster than that. --- Whales lost 53 million but are still holding on. Is this faith? Or are they trapped? Haha. --- Steak'n Shake paying wages? Fine, wait until this happens in ten thousand companies before bragging. --- Leverage players have left. What does that mean? Smart people are just waiting for the next opportunity. --- 14 banks launching products ≠ real demand. This logic is always the same old story. --- Open interest has fallen to the lowest in eight months; the market isn't as hot as imagined... a bit cool. --- Stuck at 90,000 is awkward. It feels like a break is imminent but it just won't happen. --- Relief from selling pressure? Nonsense. ETFs are still flowing out. Isn't this data contradictory?

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HalfIsEmpty

· 16h ago

Institutional entry is a positive sign, but I think the key is the $589 million outflow from that ETF. The short-term market does seem a bit shaky. The $90,000 barrier is really a tough nut to crack; it doesn't seem that easy to break through. That whale lost over $50 million; I feel a little sorry for it for three seconds, haha. Silver hitting a new high while BTC is just grinding here is quite interesting.

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