Following a brief correction, Bitcoin has reclaimed levels above $105,000, rising 3.6% over 24 hours. The rebound began after the price touched a low of $99,000 the previous day, then rapidly climbed—indicating bullish entry near a key support level. The rally of Ethereum was even stronger, gaining nearly 8% over the same period to $2,420. Total market capitalization recovered to approximately $3.25 trillion, with trading volume rising in tandem, providing structural support for this technical rebound.

The recovery in market confidence stems not only from price movement but is also evidenced in on-chain data. According to multiple on-chain analytics firms, large wallets recorded clear buying activity over the past 48 hours. Long-term holders (LTH) are increasing positions, while short-term speculators are gradually exiting, indicating a return to healthier market structure.  

Divergence in Investment Structure as Institutions Enter and Retail Exits

On-chain activity shows an uptick in large transactions and increased activity from institutional buying addresses, suggesting that traditional capital is re-entering at lower levels post-correction. In contrast, the number of small retail addresses has declined, and active transaction counts have dropped, signaling profit-taking and exit by short-term capital.

Such structural transitions have historically been seen as important inflection points. For long-term allocators, the current phase may present an attractive entry window. Data from Nouey Exchange shows that during the Asian trading session, BTC spot buy orders on the platform surged—28% above the 7-day average. Similar trends are observable in ETH, SOL, and other major tokens.

Behind Sentiment Repair Lies an Accumulation of Deeper Trend Signals

Despite the strength of the current rebound, the Nouey Exchange research team emphasizes the divergence between risk appetite and on-chain behavior. Historical patterns suggest that when institutions accumulate steadily without signs of excessive retail exuberance, the rebound tends to be more sustainable.

At the macro level, the Federal Reserve has refrained from introducing additional hawkish signals this week, prompting a renewed assessment of crypto assets as a “non-traditional allocation.” With consistent ETF inflows and moderate leverage in derivatives markets, crypto appears more likely to maintain an upward consolidation trend rather than enter extreme volatility.

Nouey Exchange Continues to Monitor the Evolution of Structural Trends

From sentiment recovery and capital inflows to investor base optimization, the crypto market currently exhibits signs of improvement. Although short-term risks remain from geopolitical and macroeconomic uncertainties, from a long-term value investing perspective, the current price range holds merit.

As market philosophy puts it: Patience is not waiting for opportunity—it is recognizing direction within the cycle and acting with consistency.