BTC price rises from $75,000 to nearly $90,000, market panic sentiment hits a two-year low, creating a strategic opportunity

The cryptocurrency market has recently shown clear bottoming characteristics. According to the latest data, Bitcoin price has risen to $88.54K, a significant increase from the 7.5 million USD historical low in March to April 2025. Meanwhile, the total market capitalization of cryptocurrencies has returned to around $3.3 trillion, and the market fear index has dropped to 10, hitting a new low in nearly two years. These indicators collectively point to a signal: the phase of extreme market fear is receding, and the features of the bottom area are becoming increasingly evident.

Institutional Funds Continue to Flow In, Spot ETF Net Inflows Hit New High

Bitcoin spot ETF’s single-day net inflow reached $4.56 billion, reflecting renewed confidence among institutional investors in the current market. The improvement in liquidity is not only reflected in ETF subscriptions, but the market value of stablecoins is also rapidly increasing, indicating that long-term capital is gradually entering. From a capital perspective, the current market is in the “cleanest bottom area,” formed after the black swan event on October 11, which led to a significant deleveraging of leveraged funds.

Market Main Theme Remains Unchanged, Trump-Related Assets and Stablecoins Drive Upward Momentum

The main driving factors in the crypto market this year remain steady: projects related to the Trump family, such as DATs, continue to buy heavily, showing policy-driven support; Bitcoin and Ethereum spot ETFs maintain weekly positive inflows, with stable institutional demand; the growth of stablecoin market cap indicates preparations for subsequent trading activities. These factors form the foundation for market upward movement and also explain why BTC prices can gradually recover from the bottom.

Historical Patterns Confirm, Bottoms Usually Experience 6-12 Months of Rebound

Historical data shows that after extreme fear in the market subsides, a strong rebound often occurs within 6 to 12 months. The current market state is similar to the bottom period of March to April 2025, when BTC was around $75,000. The analysis suggests focusing on three indicators: daily net inflow of Bitcoin and Ethereum spot ETFs, the accumulation trends of institutions like MicroStrategy, and the curve of total stablecoin volume. Changes in these indicators often reflect market turning points in advance and can serve as references for investment decisions.