BTC has recovered above $80K as ETF inflows, spot demand, and positioning improve.

13 May 2026, 15:39
📊 BTC has recovered above $80K as ETF inflows, spot demand, and positioning improve. However, weaker capital inflows and heavy overhead supply near $86K keep conviction below prior bull phases. Executive Summary US spot ETF inflows have turned firmly positive as BTC recovered from mid-$60Ks to low-$80Ks Shallow drawdown: Relative Unrealized Loss peaked at 25% in February, now compressed to 8%; bear regime stays shallow if $60K holds Realized Cap 30D Net Position Change back to $2.8B/month, but well below the $10B+ seen in prior bull expansions Support at $76.9K (30-day cost basis), resistance at $86.9K (Nov-Feb accumulation range) Coinbase Spot Volume Delta flipped sharply positive over the last two weeks Hyperliquid traders steadily adding long exposure alongside rising prices Implied volatility falling across the curve, led by the front end, as realized vol trends lower Downside hedging demand fading, options structure more balanced around $80K #etf

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Ethereum
EthereumETH #2
Telegram
13 May 2026, 15:54
💼 #JUP Bitwise will launch the Ethena market on Jupiter Lend to provide institutional clients with credit products based on Ethena assets.
#JUP Bitwise will launch the Ethena market on Jupiter Lend to provide institutional clients with credit products based on Ethena
💼 #JUP Bitwise will launch the Ethena market on Jupiter Lend to provide institutional clients with credit products based on Ethena assets.
Brickken
BrickkenBKN #1222
Telegram
13 May 2026, 15:54
⭐️⭐️⭐️⭐️ ✈️ We often talk about tokenizing real-world assets, but how do you actually connect a physical supply chain to a digital financial instrument? A shipment of cacao isn’t just a pile of beans. It’s a complex web of farm origins, shipping records, and commercial agreements. The challenge isn't digitizing the commodity, but connecting that fragmented documentation so capital can flow securely. We recently published a case study detailing exactly how we structured a tokenized receivable backed by a physical cacao shipment. Swipe through to see the architecture behind the deployment and why the future of trade finance relies on connection, not replication. 🔜 Discover how Brickken makes it possible 🔖 Follow Brickken on: Website | Twitter | Announcements | Discord | TikTok | Youtube | Instagram
We often talk about tokenizing real-world assets, but how do you actually connect a physical supply chain to a digital financial
⭐️⭐️⭐️⭐️ ✈️ We often talk about tokenizing real-world assets, but how do you actually connect a physical supply chain to a digital financial instrument? A shipment of cacao isn’t just a pile of beans. It’s a complex web of farm origins, shipping records, and commercial agreements. The challenge isn't digitizing the commodity, but connecting that fragmented documentation so capital can flow securely. We recently published a case study detailing exactly how we structured a tokenized receivable backed by a physical cacao shipment. Swipe through to see the architecture behind the deployment and why the future of trade finance relies on connection, not replication. 🔜 Discover how Brickken makes it possible 🔖 Follow Brickken on: Website | Twitter | Announcements | Discord | TikTok | Youtube | Instagram
Ethereum
EthereumETH #2
Telegram
13 May 2026, 15:40
💰 Bitcoin traders’ unrealized profit margins hit 17.7%, the highest since June 2025. The last time margins reached these levels while Bitcoin tested the 200-day MA was March 2022, just before the downtrend resumed.
Bitcoin traders' unrealized profit margins hit 17. 7%, the highest since June 2025.
💰 Bitcoin traders’ unrealized profit margins hit 17.7%, the highest since June 2025. The last time margins reached these levels while Bitcoin tested the 200-day MA was March 2022, just before the downtrend resumed.