주요 사실: 비트코인 대량 매집 현상, 20억 달러 규모의 ETF 자금 유입; 옵션, 위험 요소

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Past 30 days: long-term holders added ~303,000 BTC, strategy funds bought ~53,000 BTC, ETFs bought ~16,800 BTC, short-term holders cut positions by ~290,000 BTC.
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U.S. spot Bitcoin ETFs saw $2B+ net inflows over eight days, $223.2M on Thursday (BlackRock $167.5M). Weekly inflows $809M; monthly roughly $2.4B. Inflows on 10 of 11 days.
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Deribit April BTC options expiry: ~$8.55B notional, ~109,000 contracts. BTC ~77,900 at expiry. Max pain reported $72,000. Put-call ratio ~0.93 (52,607 calls, 52,844 puts).
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BTCUSD traded mostly above $75,000 this week, oscillating in a $75k–$80k range; short liquidations spiked during the rally, and strong spot demand in that band may drive price toward $84,000.
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BTCUSD futures 7-day basis fell from +0.465% to +0.054%; 30-day basis stayed positive, 7-day funding ~-0.00945%. BTC traded near $77,836.
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Coinbase Institutional said Bitcoin’s rally reflects genuine demand from ETFs and long-term holders. Reclaiming the short-term holder cost basis near $80,000 is a key market-structure level.
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BTCUSD last buy ~ $63,500 (Feb 6). No urgency to buy now. Watch resistance $78,324–$79,260, support $74,968–$77,250, channel near $76,400, deep support $67,500–$72,900.
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The summary notes that the Bitcoin ETF was approved despite regulatory opposition, while the discussion also centered on stablecoin yield and political and lobbying dynamics around crypto regulation.
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Analyst TheRealPlanC calls BTCUSD’s drop a mid-cycle reset, expects a return to $100,000 as expansion resumes, says big buyers accumulate 10k–30k BTC weekly, and projects a peak near 2027.
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BTCUSD short-term: strong bid liquidity near $76,500, but signals suggest the recent rally may be overextended and at risk of a deeper near-term pullback.
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source: https://www.tradingview.com/news/tradingview:4a2de1e6e42db:0-key-facts-heavy-btc-accumulation-2b-etf-inflows-options-risks/