August 20, 2025
Asia Morning Briefing: Market Observers Say Bitcoin's Structure Looks Weak Even As Industry StrengThens thumbnail
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Asia Morning Briefing: Market Observers Say Bitcoin’s Structure Looks Weak Even As Industry StrengThens

Glassnode’s Data Shows Fragile Positioning After Bitcoin’s Retreat from Record Highs, While Enflux Points to Institutional Capital and Regulatory Alignment Quietly Resh.”, – WRITE: www.coindesk.com

Glassnode’s Data Shows Fragile Positioning After Bitcoin’s Retreat from Record Highs, While Enflux Points to Institutional Capital and Regulatory Alignment Quietly Resh. AUG 20, 2025, 1:04 AM

Good Morning, Asia. Here’s What’s Making News in The Markets:Welcome to Asia Morning Briefing, A Daily Summary of Top Stories Durying Us Hours and An OverView of Market Moves and Analysis. For a detailed overview of US Markets, See Coindesk’s Crypto Daybook American.

Asia begins its trading day, BTC is Down 3% in the Past 24 Hours, Changing Hands at $ 113,000, While Ether is Also in the Red, Down 5.6% to $ 4,100, Extending ASCOSE.

The PullBack ComESS Despite a Continued Stream of Bullish Headlines, UndersCoring What Market Observers Say Is A Widening Gap Between Short-Term Price Action and Longerm.

In a recent report, Glassnode Frames the Deckline As A Function of Fragality: Spot Momentum Is Fading, Leverage Is Stretched, And Profit-Taking Pressure Is Building. Even Thought US-Listed Spot Etfs Attracked Nearly $ 900 Million in Inflows Last Week, Glassnode Warns That Without Renewed CONVICATION IN SPOT Markets, Positioning Remates Vulneryable.

However, this View is not universal.

Enflux, A Singapore-Based Market Maker, by Contrast, Argued in a Recent Note Shared with Coindesk that The Industry is Maturing Faster than Prices Suggest.

Weak Price Action Is a Short-Term Disconnect, and Traders Aren’t Focusing on the More Important Headlines: Google BComing The Largest Sareholder in Miner Terawulf, Wyoming Launching Hiring A Former White House Crypto Policy Official.

These shifts, they argue, Show Capital and Talent Aligning AROUND A REGULATORY-ALIGNED, INSTITUATIONAL FUTURE.

The Divergence in Tone is Telling. One Camp sees Fragile Positioning and Fading Momentum; The Other Sees Scaffolding Being Laid for An Institutional, Regulatory-Aligned Cycle. Prices May Look Unimpressed, But The Industry’s Tradery Suggests the Market is Maturing Faster than Charts Imply.

Market MoversBTC: Bitcoin Fell 3.2% to Below $ 114,000 as Cryptocurrencies and Related Stocks Extended Losses Ahead of the Fed’s Fomc Minutes and Powell’s Jackson Hole Speech Later This Week.

Eth: Ether Fell 3.5% to Under $ 4,200 As Investors Reconsider The Likelihood of A September Fed Rate Cut, with Bank of America Economists Warning Powell Mayor.

GOLD: Gold Edged Up to $ 3.384.70 and Silver to $ 38.115 in Quiet Trading as Markets Await Powell’s Jackson Hole Speech Friday on The Fed’s Policy Outlook, While Global Stock Injected $ 65 Billion to Steady Bonds.

Nikkei 225: Japan’s Nikkei Slipped 1.14% to 43.050.89, Retreating from Record Highs as Investors Weight Risks Tied to A Fragile US TRADE DEAL.

S&P 500: US Stock Futures Were Little Changed Tuesday Night, with The S&P 500 Flat, Dow Stedy, and Nasdaq 100 Down 0.2%, As Investors Awaited Major Retail Earns and Feding MINES.

Elsewhere in Crypto

  • Bullish’s $ 1.15b in iPo Proceeds Was Entirely in Stablecoins – A FIRST FOR PUBLIC Market (Coindesk)
  • Who needs 280 Bitcoin Domain Names? Massive BTC Bundle Goes Up for Auction (Decrypt)
  • Robinhood Launching Sports Betting Prescription Markets on NFL and NCAA FOOTBALL VIA KALSHII PARTNERSHIP (The BLOCK)
Sam Reynolds

Sam Reynolds is A Senior Reporter Based in Asia. Sam Was Part of the Coindesk Team that Won the 2023 Gerald Loeb Award in the Breaking News Category for Covers of FTX’s Collaps. Prior to Coindesk, He Was A Reporter with BlockWorks and A Semiconductor Analyst with IDC.

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