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- Bitcoin liquidity sends mixed signals as funds exit ETFs, traders buy dips, and regulators move on stablecoins.
Bitcoin liquidity sends mixed signals as funds exit ETFs, traders buy dips, and regulators move on stablecoins.
Flows whipsaw. Big holders reposition. Policy work advances. Your plan needs clear levels and strict risk management.
What we will talk about today...
ARK buys Circle stock after a sharp drawdown
Bitcoin ETFs post 866 million dollars in outflows, bulls watch 94,000 support
Samson Mow calls the drop to 97,000 a bear trap
FDIC explores tokenized deposit insurance, prepares stablecoin application regime

ARK returned to Circle during a steep price slide. The fund added exposure while shares traded in the low 80s.
[Purchase size]: ARK bought 542,269 CRCL shares over two days, about 46 million dollars.
[Price context]: CRCL closed near 82 to 86 this week, down from a late-June peak near 299.
[Positioning]: ARK now holds roughly 3.1 million CRCL shares across ARKK, ARKW, and ARKF.
“Circle shares, from nearly 300 to 82.”

Bitcoin ETFs post 866 million dollars in outflows, bulls watch 94,000 support
ETF redemptions surged after the US shutdown ended. Traders eye key support and cycle signals.
[Outflows]: US spot Bitcoin ETFs recorded 866 million dollars of net outflows, second worst on record after Feb 25, 2025.
[Key level]: CryptoQuant flags 94,000 as the average cost for 6 to 12-month buyers, a break risks a trend shift.
[Market structure]: XRP spot ETF launch hit 58 million dollars on day one, signaling selective risk appetite.
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“I do not think the bear cycle is confirmed unless we lose that level.” — Ki Young Ju
“The setup for crypto right now has never been stronger.” — Hunter Horsley

Samson Mow calls the drop to 97,000 a bear trap
BTC fell from 108,000 to 97,000 in three days. Losses spiked, then spot buyers stepped in.
[Realized losses]: About 600 million dollars of losses hit within one hour as 3 to 6-month coins moved.
[Derivatives reset]: Longs cleared near 101,000, 99,500, and 97,800, then selling pressure faded.
[Actionable read]: Watch 97,000 for acceptance or rejection, plan entries only after confirmation.
“Obvious bear trap.” — Samson Mow

FDIC explores tokenized deposit insurance, prepares stablecoin application regime
Policy work advances on bank-grade digital liabilities. A proposal for an application process is due by year's end.
[Scope]: Guidance under review for tokenized deposit insurance plus a framework for FDIC-regulated stablecoin issuers.
[Standards]: Workstreams include capital, reserves, and risk management for banks seeking issuance approval.
[Market size]: The Stablecoin market stands near 305 billion dollars, with strong banks and asset manager interest.
“A deposit is a deposit.” — Travis Hill

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This article is not financial advice. Market conditions can change rapidly, and past performance does not guarantee future results

