CryptoQuant

CeFi lending had its first contraction since Q3 2024, down 6% QoQ to $ 23.3B. Tether still owns 68% of the market despite a 7% pullback. Nexo, Maple, and Coinbase were the only lenders that actually grew. Galaxy (-21%) and Ledn (-19%) took the brunt of the deleverage. 👉 Full report. @cryptoquant_official

Vibe Quants is out now 🟢 We built a community for people building trading agents on CryptoQuant data. Instead of watching charts, our builders wire on-chain data into AI agents that monitor the market, read regime shifts, and surface signals. Vibe Quant is where they share setups, strategies, and code. What's inside: • Community + market discussion, open to everyone • Vibe trading fundamentals to get started • Gated Builder Zone for Pro/Premium: API & MCP peer help, strategy sharing, early endpoint access Run /verify after joining and your role connects automatically. Join now. @cryptoquant_official

100,000 BTC Leave the ETFs “In terms of drawdown, this is the largest ETFs have ever experienced. It’s estimated at over $11B in losses, a historic record.” – Read More By Darkfost | @cryptoquant_official

No Dry Powder, No Real Rally “In this kind of environment, any bounce that does appear is more likely a short-term technical reaction than the beginning of a trend reversal.” – Read More By Sunny Mom | @cryptoquant_official

Strategy's preferred stock hit a record 17.5% discount to par. Here's why Bitcoin's bear market is now a balance sheet problem 👉 Full analysis. @cryptoquant_official

Bitcoin’s First Bottoming Flag Has Appeared “BTC is finally showing evidence of a meaningful internal clean-up. But if history is a guide, the market may still need to absorb more stress before the bearish phase can fully exhaust itself.” – Read More By MorenoDV_ | @cryptoquant_official

STH Realized Price YoY Momentum Declines Further to -24% “The deterioration that began in March has intensified, but the current reading remains less severe than in prior deep-reset zones.” – Read More By Zizcrypto | @cryptoquant_official

Smart Money Leaves a Footprint Before Price Moves “Historically, large expansions in spot or derivative volume have emerged around zones where Bitcoin was about to enter a new volatility regime.” – Read More By MorenoDV_ | @cryptoquant_official

Strategy’s annualized dividend obligations have nearly quadrupled to $1.2B, while its cash reserve has fallen 38% in 2026. Dividend coverage collapsed from 7+ years to just 14 months. The company needs to stop buying Bitcoin and rebuild cash. 👉 Full details in our report. @cryptoquant_official

OG Selling Slows to Its Lowest Level Since Late 2024 “Today, the 90-day average of BTC spent by these OGs has dropped below 1 000, sitting at 962, its lowest level since November 2024.” – Read More By DarkFost | @cryptoquant_official

Bitcoin Cycle Momentum Indicates the Bear Market is Not Over Yet “Historically, this range (-30) has formed the main support levels for BTC. However, to confirm a trend reversal, the price must form a bullish pattern with the indicator breaking above the Neutral zone.” – Read More By Gaah | @cryptoquant_official

Unbiased Ep. 2 is live with Julio Moreno, Ben Sizelove, and special guest TXMC. We discuss K-shaped macro, BTC bottom signals, why treasury companies are mostly unprofitable businesses with great PR, and why Ethereum's stablecoin market cap crossover should worry ETH bulls. Watch now. @cryptoquant_official

The Final Flush Before Bitcoin Finds Its Bottom? “The key question now is whether BTC can stabilize while realized losses continue to decline, or whether one last downside wave is needed to complete the capitulation process.” – Read More By MorenoDV_ | @cryptoquant_official

Bitcoin network activity is surging. Micro-transactions below 0.01 BTC now make up ~80% of all BTC transactions, up from under 50% in 2023, while OP_RETURN usage nears record highs driven by Runes, Ordinals, and inscriptions. The surge is activity-driven, not value-driven. 👉 Read the full report. @cryptoquant_official

Binance Is Pricing Bearish While Retail Buys the Dip — 4 Signals to Watch “Binance funding rate is running 370bps below the 3-exchange median — bottom 2.8% of all readings since 2021.” – Read More By Crazzyblockk | @cryptoquant_official

Altcoin Sell Pressure Hit a 5-Year Extreme “This is not a dip. It’s 15 months of continuous net selling on Spot Exchanges. Cumulative buy/sell volume diff (alts excluded BTC/ETH): deepest negative reading since data began in 2020.” – Read More By IT Tech | @cryptoquant_official

New on the CryptoQuant API 👀 10 Bitcoin signals built as queries are now API endpoints. The same metrics traders and analysts monitor on charts can now be pulled directly into bots, alerts, dashboards, workflows, and models with a single API call. Here are 3 worth watching closely 👇 1. Apparent Demand Tracks Bitcoin spot demand changes over 30 days and 1 year. Useful for identifying when demand is accelerating, weakening, or reversing direction. Endpoint: GET /v2/community/bitcoin-apparent-demand 2. Trader Realized Price Shows the realized price of Bitcoin held for 1–3 months, including max, upper, lower, and min price bands. Useful for tracking where recent market participants may be in profit, under pressure, or nearing capitulation. Endpoint: GET /v2/community/bitcoin-trader-realized-price 3. Bull-Bear Market Indicator A cycle momentum signal based on the gap between the PnL Index and its 365-day moving average. Helpful for identifying whether the market environment is bullish, bearish, recovering, or overheating. Endpoint: GET /v2/community/bitcoin-bull-bear-indicator The bigger shift: Less “open chart → check metric → copy signal.” More “call endpoint → pipe into workflow → act faster.” Explore the new Alpha endpoints ⤵️ CryptoQuant Alpha Indicators⁠ @cryptoquant_official

Users are now trading pre-IPO companies on crypto exchanges before they even list on traditional markets. Pre-IPO perpetual volume went from $2M in March to $12B so far in June. Binance alone now controls ~83% of the market. 👉 Track TradFi trading on crypto exchanges. @cryptoquant_official

Binance Futures Trading Reaches $800T, Fueled by Recent Speculation “The recent surge in trading activity likely contributed to the formation of a local bottom. However, caution remains warranted, as a market structure driven primarily by leverage is generally less resilient than one supported by strong spot demand.” – Read More By DarkFost | @cryptoquant_official

Whales Complete Selling & Trigger $65.7K Rebound (Whale Supply U-Turn) “Whales have locked in the $60,000–$61,500 range as a rock-solid floor. With exchange reserves depleted, the path of least resistance for Bitcoin is now firmly upward.” – Read More By Woominkyu | @cryptoquant_official