Bitcoin Is Stuck Between Exhausted Sellers and Absent Buyers | Ahead of the Curve

Bitcoin Is Stuck Between Exhausted Sellers and Absent Buyers | Ahead of the Curve

Bitcoin is once again testing its two hundred week moving average, but the bigger story is what is happening beneath the surface. ETF outflows have slowed significantly, trading activity has fallen toward multi-year lows, and institutional participation remains subdued. In this episode, we discuss why Bitcoin appears trapped in a fragile equilibrium, what recent ETF flows reveal about investor sentiment, how derivatives markets are positioned, and why macroeconomic developments remain the key catalyst for market direction. We also examine the growing concerns surrounding Strategy’s preferred share structure and what it could mean for Bitcoin markets.

For more research and market insights, visit k33.com/research.

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Episoder(17)

Washington Pushes Crypto Forward | This Week in Crypto

Washington Pushes Crypto Forward | This Week in Crypto

Crypto regulation moved back to center stage in Washington this week. President Trump met with crypto and traditional finance executives to push the CLARITY Act forward, while the SEC proposed a paral...

21 Aug 8min

Bitcoin Is Less Volatile Than Nasdaq | Ahead of the Curve

Bitcoin Is Less Volatile Than Nasdaq | Ahead of the Curve

Bitcoin is barely moving. Spot volumes are near three-year lows, volatility is approaching some of the lowest levels of the decade, and Bitcoin is now less volatile than the Nasdaq.At the same time, l...

18 Aug 7min

Norway’s Bitcoin Exposure, Trezor Leak & Tether Audit | This Week in Crypto

Norway’s Bitcoin Exposure, Trezor Leak & Tether Audit | This Week in Crypto

New portfolio data shows that Norway’s sovereign wealth fund ended the first half of 2026 with indirect exposure equivalent to 11,549 BTC, up 21% since year-end — even as Bitcoin’s price fell sharply....

14 Aug 8min

Directional Paralysis | Ahead of the Curve

Directional Paralysis | Ahead of the Curve

Bitcoin has spent six months trapped between roughly $60,000 and $80,000, while spot volumes, perpetual futures activity and volatility have all fallen toward multi-year lows. At the same time, open i...

11 Aug 7min

Calm on the Surface, Change Underneath | Ahead of the Curve

Calm on the Surface, Change Underneath | Ahead of the Curve

Bitcoin remains stuck in its summer lull, with subdued trading volumes, muted ETF flows, and one of the narrowest trading ranges in years. Yet beneath the quiet price action, important developments ar...

4 Aug 5min

Coldcard Flaw, Coinbase Earnings & Fed Holds Rates | This Week in Crypto

Coldcard Flaw, Coinbase Earnings & Fed Holds Rates | This Week in Crypto

A serious vulnerability affecting certain Coldcard hardware wallets has put affected Bitcoin funds at risk, while Coinbase reported another strong quarter despite a muted market reaction. Meanwhile, t...

31 Jul 4min

The Calm Before the Catalyst? | Ahead of the Curve

The Calm Before the Catalyst? | Ahead of the Curve

Bitcoin continues to trade in one of its quietest market environments in years. Trading volumes remain subdued, futures positioning is near multi-year lows, and investors appear reluctant to make larg...

28 Jul 4min

Bitcoin Waits for a Catalyst | Ahead of the Curve

Bitcoin Waits for a Catalyst | Ahead of the Curve

Bitcoin has entered one of its quietest periods of the year. Trading volumes remain subdued, leverage is light, and institutional participation has yet to return.In this episode of Ahead of the Curve,...

21 Jul 4min

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