Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesEarnSquareMore
Bitcoin Updates: Bitcoin’s Financial Infrastructure Sets the Stage for an ETF-Fueled Bull Market

Bitcoin Updates: Bitcoin’s Financial Infrastructure Sets the Stage for an ETF-Fueled Bull Market

Bitget-RWA2025/11/29 23:00
By:Bitget-RWA

- BlackRock deposited $422M in BTC/ETH to Coinbase Prime, signaling institutional-driven Bitcoin liquidity growth and ETF adoption. - Nasdaq's 40x IBIT options expansion is seen as structural catalyst for institutional capital deployment and Bitcoin's all-time high potential. - Mixed on-chain metrics show $90k retest but weak liquidity above $84k, with weekend volatility and short-covering limiting sustained bullish momentum. - Market awaits confirmation of BlackRock's $85.3k support hold and Fed rate deci

Institutional Activity Signals Shifting Bitcoin Demand

In early December 2025, Coinbase's Premium Index for Bitcoin climbed above zero, hinting at renewed interest in the cryptocurrency from U.S. ETF investors. This uptick occurred alongside substantial on-chain transfers from BlackRock to Coinbase Prime, the platform designed for institutional custody and trading. Over $422 million in Bitcoin and Ethereum were deposited, highlighting the increasing influence of major financial institutions on Bitcoin’s price trends and overall liquidity.

Major Transfers Mark Institutional Engagement

Data from blockchain analytics firms Lookonchain and Arkham Intelligence revealed that on November 24, 2025, BlackRock moved 3,722 BTC (worth $321.19 million) and 36,283 ETH (valued at $101.72 million) to Coinbase Prime. Earlier that same week, BlackRock had already deposited 4,471 BTC (approximately $390.8 million). These significant inflows are often seen as preparations for ETF liquidity management, such as creation or redemption processes. Historically, such institutional accumulation has been associated with short-term upward momentum, especially as Bitcoin approaches important resistance points.

Institutional Bitcoin Transfers

Derivatives Market Expansion and Its Impact

The timing of these deposits is notable given recent changes in the derivatives landscape. Nasdaq has proposed a major increase in the options contract limit for BlackRock’s iShares Bitcoin Trust (IBIT), expanding it to 1 million contracts—a fortyfold jump. Analysts view this as a pivotal development that could drive further institutional involvement. Crypto commentator Max Keiser suggested that this adjustment addresses previous liquidity challenges for market makers, potentially enabling greater leveraged demand and paving the way for Bitcoin to reach new record highs. He emphasized that the necessary financial infrastructure is now in place for large-scale institutional investment, linking inventory accumulation to greater price stability.

Mixed Signals from On-Chain Metrics

Despite these positive signs, current blockchain data presents a more nuanced outlook for Bitcoin enthusiasts. After reclaiming the $90,000 mark in late November, Glassnode reported limited liquidity above $84,000 and a Short-Term Holder Profit/Loss Ratio of just 0.07x, indicating persistent selling pressure. Experts stress that continued buying interest between $84,000 and $90,000 is vital to maintain the recent recovery. At the same time, derivatives trading has been characterized by short-covering rather than the establishment of new long positions, with open interest falling and funding rates remaining close to neutral.

Volatility and Resistance Challenge the Rally

Weekend trading brought additional uncertainty. As Bitcoin attempted to break into the $90,000–$100,000 range, significant sell orders appeared between $88,000 and $91,000, stalling its progress. Traders warn that rallies driven by weekend activity often lose momentum without institutional participation during the week—a pattern seen in previous efforts to surpass $100,000. Technical analysts are watching whether Bitcoin can maintain levels above $85,300, which would confirm support at a key Fair Value Gap.

Traditional Finance and Crypto Interactions

The broader financial environment also plays a role in shaping crypto trends. Inflows into BlackRock’s ETF have been linked to movements in tech-heavy indices like the Nasdaq, with companies exposed to crypto seeing their valuations rise. Additionally, upcoming decisions from the Federal Reserve regarding interest rates are expected to influence market sentiment as the year ends, leaving short-term momentum on uncertain ground.

Looking Ahead: Can Institutional Moves Sustain the Rally?

Market participants are closely monitoring whether BlackRock’s ongoing deposits and the expansion of derivatives markets will spark a lasting uptrend. While institutional investment is helping to integrate Bitcoin into mainstream finance, traders must contend with thin liquidity and resistance zones as they evaluate the next stage of the bull market.

0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

PoolX: Earn new token airdrops
Lock your assets and earn 10%+ APR
Lock now!

You may also like

Visa Builds Year-Round Global Payment Infrastructure Using Stablecoins

- Visa partners with Aquanow to expand stablecoin settlement in CEMEA via blockchain integration. - The collaboration enables 365-day cross-border transactions using USDC , reducing costs and intermediary fees. - Visa's 2023 pilot achieved $2.5B annualized volume, accelerating adoption of faster, lower-cost solutions. - Stablecoin transactions now exceed $46T globally, with institutions like Deutsche Börse adopting euro-pegged tokens. - Visa's expansion strengthens its global settlement hub role, competing

Bitget-RWA2025/11/30 20:24

Zcash News Update: Zero-Knowledge Proofs Address the Privacy Dilemma: Achieving Trust Without Revealing Data

- Zero-knowledge proofs (ZKPs), pioneered in 1985 by Goldwasser, Micali, and Rackoff, now enable secure, privacy-preserving transactions at scale, with costs dropping from $80 to under a penny per proof. - Blockchain projects like Scroll and Zcash demonstrate ZKPs' viability in real-world applications, including confidential finance and auditable privacy through ZK-rollups. - In AI, ZKPs verify computations without exposing sensitive data, enabling private model training while ensuring cryptographic valida

Bitget-RWA2025/11/30 20:24
Zcash News Update: Zero-Knowledge Proofs Address the Privacy Dilemma: Achieving Trust Without Revealing Data

Bitcoin News Today: How Bitcoin's Energy Focus Is Shaping Its Transformation from a Fluctuating Asset to a Foundation for DeFi

- Elon Musk's SpaceX transfers $105M Bitcoin to new wallet, signaling strategic custody shift and long-term confidence in crypto's energy currency potential. - JPMorgan upgrades Bitcoin miners transitioning to high-performance computing (HPC) services, emphasizing energy efficiency and renewable integration for sustainable growth. - Bitcoin struggles near $91K amid bearish EMAs, requiring 50-day EMA retest for recovery, while Ethereum and XRP show mixed technical signals. - Industry trends position Bitcoin

Bitget-RWA2025/11/30 20:24
Bitcoin News Today: How Bitcoin's Energy Focus Is Shaping Its Transformation from a Fluctuating Asset to a Foundation for DeFi

Dogecoin News Update: Dogecoin ETFs Lag Behind, Quiet Whales Raise Investor Concerns

- Dogecoin whale activity plummeted to two-month lows, raising uncertainty about market strategies amid price consolidation near $0.133–$0.20. - U.S. spot Dogecoin ETFs (GDOG, BWOW) underperformed with weak inflows, contrasting Bitcoin/Ethereum ETF success and signaling altcoin market hesitancy. - Technical analysis highlights potential $0.181–$0.28 price targets if Dogecoin breaks above $0.156 resistance, though weak whale activity risks stalling momentum. - Broader ETF trends show uneven altcoin adoption

Bitget-RWA2025/11/30 20:24
Dogecoin News Update: Dogecoin ETFs Lag Behind, Quiet Whales Raise Investor Concerns