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BTC Anthony Pompliano: The structure of Bitcoin inflows reveals deep market signals
Well-known investor Anthony Pompliano pointed out that Bitcoin has performed strongly in the past 30 days, but he believes the more indicative signal is how investors fund Bitcoin purchases. In a post posted on September 8, Pompeiano said that the funds flowing into Bitcoin come mainly from within the crypto ecosystem, rather than from the liquidation of stock positions.
He emphasized that investors "do not buy bitcoin by selling open market stocks" but "convert stablecoins into bitcoin." He believes that this pattern "shows that there is greater room for appreciation in the future" and sees it as a rotation of funds within the crypto market rather than a sign of a large-scale transfer of capital from traditional assets.
Why this difference matters
Analysts usually pay close attention to the source of buying pressure, which is as important as the movement of the price itself. The flow of funds from the stock market to Bitcoin could signal a shift in investors 'risk appetite across asset classes.
However, the outflow of funds from stablecoins points to the reallocation of funds already deposited in the crypto space into Bitcoin. Some argue that this is an early indicator, suggesting that more idle funds may follow up later.
Pompeiano did not give a specific price target or time frame in his post, but his comments echoed a growing number of voices focusing on chain liquidity, which use chain data as a leading indicator for predicting Bitcoin's next move.
Given that major exchanges still have abundant stablecoin reserves, traders are now facing the question: How much of this money will eventually flow into Bitcoin in the coming weeks?
Positioning Bitcoin from a macro perspective
Last week, billionaire Dan Moreheads said that Bitcoin may be entering another long-term bull cycle. He believes that Bitcoin and cryptocurrencies should increasingly be seen as macro trading tools, rather than just speculative assets. He pointed out that continued currency issuance and the weakness of legal tender are factors that are positive for hard currencies such as gold and Bitcoin.
As of writing, according to Decibel data, the transaction price of Bitcoin was US$78,888.
