Bitcoin Faces Potential Drop to $86,000 Amid Weak Demand and Activity

Bitcoin has rebounded from a dip to $93,000, but analysts from CryptoQuant warn of potential further decline to $86,000 due to:

  • Waning demand
  • Faltering blockchain activity
  • Lack of liquidity inflows

Demand for Bitcoin decreased from a peak of 279,000 BTC in early December to 70,000 BTC recently. Additionally, spot Bitcoin ETF inflows have shifted to regular net outflows after previously seeing significant daily purchases.

The Inter-exchange Flow Pulse indicates weak U.S. demand, with transfers to Coinbase falling below the 90-day moving average.

Stablecoin growth has slowed despite the total market cap surpassing $200 billion. The 60-day average change in USDT's market capitalization dropped over 90% since mid-December, signaling reduced fresh capital entering the market.

Bitcoin network activity reached its lowest level in a year, down 17% from November's peak and below the 365-day moving average for the first time since July 2021.

Market Outlook

After peaking at $109,000 in January, Bitcoin has struggled to maintain its position above $90,000 amid negative sentiment from recent memecoin launches. Trader Bob Loukas suggests BTC may find a bottom soon, but could fall below the $90,000 range-low.

Loukas stated, "More a question of if the bottom of the range (90k) can hold or not."