Net Inflows and Bitcoin’s Realized Cap Inflection Point
Realized Cap, which tracks coins based on their last transaction, shows whether there’s a net inflow or outflow of capital. Currently at $461B, up 0.66% ($3B), it signals low movement and stagnant inflows.
Key inflection points:
1. Market tops: Realized Cap stabilizes, profits shift to losses.
2. Bear market recovery: HODL sets the market floor, capital flows steadily.
3. Bull rallies: HODL profits as market nears ATH.
Since August, net inflows have been stagnant, with no significant movement. A major Bitcoin move is needed within 30 days to break this liquidity standstill.
