Buyers lift Bitcoin; ETFs add 26,636 BTC, $79,962 caps rally

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Buyers are back in Bitcoin. Flows and on-chain data stabilized after February’s sell pressure.

Resilience stands out in a weak macro tape. As Darkfost notes, Bitcoin is holding up despite Iran tensions and a near 99% chance of no Fed move at the next FOMC, with focus on guidance and any hawkish tilt per this reference.

Exchange flows turned. Darkfost tracks a 30‑day MA net volume delta flipping positive on the majors.

  • Binance: from -$145M on Feb 16 to +$21M now source
  • Coinbase: from -$88M on Feb 16 to +$14M now source

ETF demand recovered after capitulation. Axel Adler Jr. shows US spot BTC ETFs swinging from outflows to inflows over the month data.

  • 7‑day avg net flow bottomed at -1,883 BTC/day on Feb 18
  • Rebounded to +2,305 BTC/day on Feb 25, peaked at +3,387 BTC/day on Mar 2
  • Latest reading +1,472 BTC/day
  • Total holdings rose from 1,264,982 BTC to 1,291,618 BTC, up 26,636 BTC

US Bitcoin ETF Flows

One level still caps rallies. Adler flags the ETF cohort’s realized price at $79,962, down from $80,501 on Feb 15. Until spot closes above it, ETF holders remain underwater and may sell into strength near $80K realized price data context unrealized losses.

Both analysts see the same setup. Sell pressure eased, buyers returned, and institutional demand stabilized flows ETFs. Confirmation above $79,962 is still missing.

Headline
Buyers return to Bitcoin; ETF inflows recover, but $79,962 blocks a breakout