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(32)

Bitcoin’s Recovery Needs Fresh Demand | Ahead of the Curve

Bitcoin’s Recovery Needs Fresh Demand | Ahead of the Curve

Bitcoin has shed much of its speculative leverage, but a durable recovery still needs buyers. Today’s U.S. inflation release puts the macro backdrop in focus as weak trading activity and exchange-trad...

14 Okt 7min

U.S. Bitcoin Transfers and AI Security Fears | Ahead of the Curve

U.S. Bitcoin Transfers and AI Security Fears | Ahead of the Curve

The U.S. government moved more than 17,700 Bitcoin this week, including coins linked to the Bitfinex hack. Does this signal incoming selling pressure, or is it primarily a custody transfer? We examine...

9 Okt 10min

Few Buyers, Even Fewer Sellers | Ahead of the Curve

Few Buyers, Even Fewer Sellers | Ahead of the Curve

Bitcoin is up nearly fifty percent from its lows, but market participation remains unusually quiet. In this episode of Ahead of the Curve, we look at why K33 Research sees seller exhaustion as the mos...

7 Okt 7min

SEC Custody Rules, Kalshi Scrutiny and Tether in Iran | Ahead of the Curve

SEC Custody Rules, Kalshi Scrutiny and Tether in Iran | Ahead of the Curve

The SEC is moving ahead with a new crypto custody framework even after the failure of the Clarity Act, while the CFTC is pushing to define the regulatory boundary around prediction markets.In this epi...

5 Okt 6min

Bitcoin’s Orderly Reset | Ahead of the Curve

Bitcoin’s Orderly Reset | Ahead of the Curve

Bitcoin has seen its largest weekly reduction in derivatives exposure since October 2025, with remarkably little disruption to prices. In today’s episode, we examine why this orderly unwind supports a...

29 Sep 7min

Bitget Hack and Institutional Crypto Conviction | This Week in Crypto

Bitget Hack and Institutional Crypto Conviction | This Week in Crypto

Bitget’s roughly $352 million security breach raises questions about exchange security as new interviews offer a closer look at institutional crypto investors. In this episode, we cover the exchange’s...

25 Sep 7min

Capital Returns as Bitcoin Breaks Out | Ahead of the Curve

Capital Returns as Bitcoin Breaks Out | Ahead of the Curve

Bitcoin has finally broken out of weeks of consolidation, climbing to its highest levels since January and making the first major higher high of the current drawdown.In this episode of Ahead of the Cu...

22 Sep 11min

CLARITY Fails, but Crypto Regulation Keeps Moving | Ahead of the Curve

CLARITY Fails, but Crypto Regulation Keeps Moving | Ahead of the Curve

The CLARITY Act failed its first major Senate test, with the cloture motion rejected 49–50. But the regulatory story did not stop there. Within days, the SEC introduced a temporary framework for certa...

18 Sep 11min

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