DeFi leverage is pulling back — CeFi is stepping in.
AAVE borrowing fell ~70% since Aug as prices dropped, showing lower risk appetite. But on Nexo, crypto-backed borrowing rebounded +155% WoW as prices weakened.
Into drawdowns, users prefer borrowing against collateral rather than selling.
👉 Get the complete insight.
@cryptoquant_official
AAVE borrowing fell ~70% since Aug as prices dropped, showing lower risk appetite. But on Nexo, crypto-backed borrowing rebounded +155% WoW as prices weakened.
Into drawdowns, users prefer borrowing against collateral rather than selling.
@cryptoquant_official
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Traders Added $2.4B in Leverage During December's Fear
“Activity collapsed forty percent and whales withdrew twenty thousand Bitcoin. Professional money exited while retail leveraged up.” – Read More
By Crazzyblockk | @cryptoquant_official
“Activity collapsed forty percent and whales withdrew twenty thousand Bitcoin. Professional money exited while retail leveraged up.” – Read More
By Crazzyblockk | @cryptoquant_official
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Reframing Bitcoin in 2026: Scenarios, Structure, and On-Chain Signals
“At present, a range-bound structure remains the most plausible baseline for 2026, subject to reassessment as structural data evolves.” – Read More
By XWIN Research Japan | @cryptoquant_official
“At present, a range-bound structure remains the most plausible baseline for 2026, subject to reassessment as structural data evolves.” – Read More
By XWIN Research Japan | @cryptoquant_official
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Bitcoin Cycle: Entering a Transition Toward a Bear Market?
“If price action continues to consolidate and the metric stagnates around the 70% level, historical cycles suggest an increasing likelihood of a transition into a broader bear market.” – Read More
By Yonsei_dent | @cryptoquant_official
“If price action continues to consolidate and the metric stagnates around the 70% level, historical cycles suggest an increasing likelihood of a transition into a broader bear market.” – Read More
By Yonsei_dent | @cryptoquant_official
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Bitcoin inflows to Binance are increasingly whale-sized
“A 34x increase in the average size of each deposit. This metric reflects the average BTC per inflow transaction, signaling that larger holders are now more active on Binance.” – Read More
By maartunn | @cryptoquant_official
“A 34x increase in the average size of each deposit. This metric reflects the average BTC per inflow transaction, signaling that larger holders are now more active on Binance.” – Read More
By maartunn | @cryptoquant_official
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Venezuela, Geopolitical Risk, and Bitcoin: What On-Chain Data Shows
“Despite some price sensitivity, there is no sign of large-scale Bitcoin inflows to exchanges. Panic selling is absent, suggesting the market is cautious but not fearful.” – Read More
By XWIN Research Japan | @cryptoquant_official
“Despite some price sensitivity, there is no sign of large-scale Bitcoin inflows to exchanges. Panic selling is absent, suggesting the market is cautious but not fearful.” – Read More
By XWIN Research Japan | @cryptoquant_official
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The Key Condition for a Trend Reversal in the Crypto Market
“If Bitcoin can reclaim the 6–12 month holder cost basis (~100K), the market structure shifts. That break typically marks a transition toward a bullish trend and opens room for additional upside. – Read More
By Crypto Dan | @cryptoquant_official
“If Bitcoin can reclaim the 6–12 month holder cost basis (~100K), the market structure shifts. That break typically marks a transition toward a bullish trend and opens room for additional upside. – Read More
By Crypto Dan | @cryptoquant_official
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On-Chain Demand Remains Weak and Needs to Recover
“Even with the price returning above $93k, apparent on-chain demand remains weak and needs a more intense recovery to support a return to $100k.” – Read More
By caueconomy | @cryptoquant_official
“Even with the price returning above $93k, apparent on-chain demand remains weak and needs a more intense recovery to support a return to $100k.” – Read More
By caueconomy | @cryptoquant_official
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Bearish Alert for Ethereum: Coinbase Premium Gap Hits 10-Month Low
“Until the price gap returns to positive territory and genuine demand reappears in the US spot market, the probability of a confirmed breakout above the $3,300 resistance remains low.” – Read More
By CryptoOnchain | @cryptoquant_official
“Until the price gap returns to positive territory and genuine demand reappears in the US spot market, the probability of a confirmed breakout above the $3,300 resistance remains low.” – Read More
By CryptoOnchain | @cryptoquant_official
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Ethereum’s Accumulation Cost Keeps Rising — But Is the Regime at Risk?
“Historically, ETH’s accumulation cost has withstood multiple stress tests (2018, 2020, 2022, and even 2025). But markets evolve, and regime shifts tend to occur precisely when previous assumptions feel most stable.” – Read More
By Kripto Mevsimi | @cryptoquant_official
“Historically, ETH’s accumulation cost has withstood multiple stress tests (2018, 2020, 2022, and even 2025). But markets evolve, and regime shifts tend to occur precisely when previous assumptions feel most stable.” – Read More
By Kripto Mevsimi | @cryptoquant_official
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Large Bitcoin investors are not buying the dip.
Addresses holding 1K–10K BTC are down 220K BTC YoY, the fastest decline since early 2023.
A similar rollover in 2021–2022 happened before price topped.
👉 Get the complete insight.
@cryptoquant_official
Addresses holding 1K–10K BTC are down 220K BTC YoY, the fastest decline since early 2023.
A similar rollover in 2021–2022 happened before price topped.
@cryptoquant_official
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A New Hope: Trend Reversal… or Just a Fakeout?
“In our current situation, after 10 October, STH-SOPR tried for the first time this week to escape upward above 1.0.” – Read More
By CryptoMe | @cryptoquant_official
“In our current situation, after 10 October, STH-SOPR tried for the first time this week to escape upward above 1.0.” – Read More
By CryptoMe | @cryptoquant_official
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2025 crypto exchange activity in review.
Spot volume reached $18.6T (+9% YoY) while perpetuals surged to $61.7T (+29%), with Binance dominating spot, BTC perps, liquidity, and reserves.
Growth is derivative-led, and market power continues to concentrate at the top.
👉 Get the complete insight.
@cryptoquant_official
Spot volume reached $18.6T (+9% YoY) while perpetuals surged to $61.7T (+29%), with Binance dominating spot, BTC perps, liquidity, and reserves.
Growth is derivative-led, and market power continues to concentrate at the top.
👉 Get the complete insight.
@cryptoquant_official
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Clarity Bill and Bitcoin’s Structural Shift
“Together, these indicators point to a market that is not defensive, but patient. Rather than rotating positions, investors appear to be holding Bitcoin while waiting for regulatory clarity.” – Read More
By XWIN Research Japan | @cryptoquant_official
“Together, these indicators point to a market that is not defensive, but patient. Rather than rotating positions, investors appear to be holding Bitcoin while waiting for regulatory clarity.” – Read More
By XWIN Research Japan | @cryptoquant_official
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Deleveraging signal as BTC OI drops by 31%
“Historically, they have often marked significant bottoms, effectively resetting the market and creating a stronger base for a potential bullish recovery.” – Read More
By DarkFost | @cryptoquant_official
“Historically, they have often marked significant bottoms, effectively resetting the market and creating a stronger base for a potential bullish recovery.” – Read More
By DarkFost | @cryptoquant_official
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Bitcoin Breaks Resistance as Holders Refuse to Sell
“Historically, when Bitcoin’s price rises while VDD remains low, the market tends to be in a healthy expansion phase, where demand absorbs the available supply without generating structural selling pressure.” – Read More
By Carmelo_Alemán | @cryptoquant_official
“Historically, when Bitcoin’s price rises while VDD remains low, the market tends to be in a healthy expansion phase, where demand absorbs the available supply without generating structural selling pressure.” – Read More
By Carmelo_Alemán | @cryptoquant_official
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