“Capital may rotate and prices may wait, but Bitcoin’s foundation remains firm and first-rate,”
Does anyone know that after a strong multi-year rise, Ju stated in a recent market commentary that Bitcoin is entering a consolidation phase? Net capital inflows into Bitcoin have drastically decreased from late 2025 levels, according to on-chain statistics from CryptoQuant, indicating lower short-term momentum.
Ju pointed out that “liquidity is not accelerating fast enough to push prices higher in the near term.”
Even if institutional interest in spot Bitcoin exchange-traded funds (ETFs) is still high, Ki Young Ju, CEO of CryptoQuant, anticipates that Bitcoin will trade sideways through the first quarter of 2026.
Ju claims that investors are shifting a portion of their portfolios back into conventional assets like stocks and precious metals as cash inflows into Bitcoin have halted.
The decreased prediction does not mean that institutional demand has disappeared. According to analysts, combined ETF holdings now represent more than 5% of Bitcoin’s total circulating quantity, and U.S. spot Bitcoin ETFs continue to see consistent inflows.
One of the fastest-growing ETF categories in financial history, spot Bitcoin ETFs saw net inflows of tens of billions of dollars in 2025 alone.
As international investors analyse macroeconomic fundamentals and interest rate expectations in early 2026, market sentiment is still bearish. Ju thinks patience will be important even though Bitcoin’s long-term fundamentals are still intact.
Ju stressed, “Sideways markets are not bearish.” “They are frequently times of accumulation prior to the next significant action.”
Ju warned, though, that demand for ETFs could not be enough to trigger a fresh price burst. According to CryptoQuant statistics, inflows into Bitcoin exchanges have stabilised, and long-term holders are mainly sitting tight, which limits upside but also lowers volatility.
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