Analysis: Liquidity remains weak during Bitcoin’s current rally, and a strong breakout above the $80,000 threshold will trigger a genuine return of liquidity.
2026.09.10 11:10:09
Crypto analyst Darkfost’s data analysis shows that despite Bitcoin’s roughly 45% recent rebound, liquidity remains weak, spot demand is still relatively soft, and the 90-day moving average of cumulative volume delta stays neutral. In futures markets, meanwhile, buyers have clearly gained the upper hand. Separately, stablecoin inflows to centralized exchanges (CEXs) have slowed. For instance, Binance’s stablecoin reserves have fallen nearly $70 billion from their peak; more inflows will be required for the market to reach higher levels. Darkfost also stated that Bitcoin’s technical outlook remains relatively optimistic, and a strong breakout above $80,000 would be a key threshold for liquidity to truly return.
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