TheBreadmaker

Massive BTC withdrawals just hit Binance and Bitfinex What does it mean? This chart tracks daily Bitcoin net flows across major exchanges in USD terms. The logic is simple: • BTC leaving exchanges = less supply to sell → bullish • BTC entering exchanges = potential sell pressure On March 4, a huge spike in negative netflows appeared, driven mainly by two exchanges. Key numbers: • Binance: about $345M in BTC withdrawn • Bitfinex: roughly $1.75B in BTC withdrawn

Institutional demand for BTC returning Spot Bitcoin ETFs saw about $1.1B in net inflows over the last three trading days The driver is rising geopolitical tension, with investors revisiting Bitcoin as a macro and geopolitical hedge amid the U.S.–Israel conflict with Iran

@Altsteinn gm fam

@thebreadmakerx GM bread, been saying this for weeks now 🚀

gm ct today we are back on track it will be the greenest March

@Altsteinn I admit to falling

@thebreadmakerx everyone's gonna be crying about missing 55k when we're at 150k next year

CT thinks the bottom is already in Many expect $BTC to reclaim $75K and push toward $80K from here. But the market rarely moves in a straight line. A final sweep toward ~$55K to clear liquidity wouldn’t be surprising. The real question: did we already see the bottom, or is one more shakeout coming?

@Altsteinn These users will leave after the airdrop

@thebreadmakerx 94M in airdrop farming just proves most people would rather game systems than actually learn to trade

Almost half of Polymarket volume may be artificial. Out of $337M in daily volume, around 28% (~$94.7M) appears to come from airdrop farmers trading dead markets stuck below 2% or above 98% for long periods just to inflate wallet activity. Another 23% (~$76.1M) likely comes from bots repeatedly flipping BTC up/down positions every 15 minutes, with no real predictive intent. In other words, a large share of activity may be farming incentives and bot loops rather than genuine market views.

@Tradinator33 It's funny that the probability of $55k increases along with the probability of $80k

@thebreadmakerx the $55K scenario sounds extreme but that's exactly the kind of move that would shake out maximum longs before a real rally polymarket at 66% for 55K is actually higher than i expected

@Degen_Hardy gm hardy

@thebreadmakerx gm gm We are all waiting and ready for the green market

@Crypto_Alch repeat this mistake every time

@thebreadmakerx CT never learns about shakeouts before moonshots

@De_BlackAngel_ not bigger than ETH for now

@thebreadmakerx One treasury, one asset and it’s already bigger than an entire L1

Strategy now holds ~$52.14B worth of BTC. That’s more than Solana’s entire market cap ~$51.8B. One company. More BTC than a top L1 is valued at. Let that sink in.

@Crypto_Alch good entry price

@thebreadmakerx Buying $BTC here is like buying sub $10k, the data doesn't lie

Aggressive Buyers Are Returning to BTC For months, Bitcoin showed negative Net Taker Volume, meaning aggressive sellers dominated derivatives markets. Now the data is starting to flip slightly positive, suggesting seller pressure may be fading. Historically, when taker flow turns positive after long periods of selling, it often precedes short covering and liquidity-driven rebounds.

@Crypto_Alch gm Alch

@thebreadmakerx gm, march better deliver or i'm shorting spring

@deg_ape they own a very large amount of BTC

@thebreadmakerx it's crazy strategy has a huge holdings

@MetaGorgonite gm Meta

@thebreadmakerx GM Bread Spring is spring, everything’s green

@MetaGorgonite let's see it

@thebreadmakerx Buyers finally waking up after months of selling Let’s see if this turns into a real bounce for btc

@deg_ape gm Ape

@thebreadmakerx gm Bread let's make it