BTC & ETH Sip Champagne While Alts Sulk in 2025 🍷📉

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Key Highlights (With a Dash of Dramatic Licence)

  • In 2025, liquidity flowed like a well-dressed crowd to BTC and ETH, leaving altcoins to prance about in the rain with umbrellas made of hope. 🌧️
  • Asia sold in April (because tariffs are so last season), Europe shuffled funds like a game of crypto musical chairs, and the U.S. cashed out as the Fed tightened its fiscal corset. 🎭
  • 2026’s big bets? ETF/DAT mandates expanding like a wine cellar at a party, BTC/ETH wealth effects glittering brighter than a diamond-encrusted Bitcoin, and retail investors abandoning stocks for crypto’s comeback tour. 🎉

Dear reader, 2025 was a year where crypto liquidity arrived in a limo but parked it outside BTC and ETH’s mansion, leaving altcoins to host a garden party with no guests. According to Wintermute’s 2025 annual report, capital pooled like champagne at a gala-lavish for the majors, lukewarm for the rest. 🥂

The firm’s OTC flow data revealed that ETFs and DATs, those modern-day matchmakers, funneled funds into BTC and ETH’s arms, leaving altcoins to flirt with short-lived rallies. “The grand rotation into alts never happened,” Wintermute declared, as if narrating a tragic opera where the supporting cast forgot their lines. 🎶

Liquidity arrived in 2025 like a suitor at a ball… but where did it dance?

Wintermute’s OTC flow report (a veritable Shakespearean drama of data) reveals the capital’s true love: BTC and ETH. Market structure changed as fundamentally as a moth into a butterfly… but let’s not get too poetic. 🦋

– Wintermute (@wintermute_t) January 13, 2026

Altcoin rallies? Oh, how they tried! In 2025, they became fleeting as a summer romance. Where 2024’s flings lasted two months, 2025’s lasted three weeks-memecoins, AI tokens, and trading platforms all rising like hot air balloons before deflating like a punctured soufflé. 🎈💥

Bitcoin and Ethereum Lead, But Volatility Persists (Like a Bad Joke)

Bitcoin began the week at $94,700, dipped below $90k like a poorly timed joke, and now lounges around $91k. Ethereum mirrored this charade, spiking to $3,220 before retreating to $3,080. Since November, BTC has danced between $89k and $95k, a tightrope walk that whispers, “Something monumental is about to happen… or not.” 🤹

At present, Bitcoin trades at $95,024.67 (up 0.11% daily, 3.31% weekly), while Ethereum follows at $3,292.25 (5.15% weekly). Stablecoins cling to their peg like a Victorian lady to her parasol. XRP sips tea at $2.12 (up 3.04% weekly), while BNB and Solana sip tea more modestly. 🍵

Market Structure Shifts and Regional Dynamics (A Geographic Waltz)

The market structure transformed into a symphony of speculation. Options trades doubled, as traders swapped directional bets for income-generating strategies-hedging, compounding profits, and other adult games. Meanwhile, retail investors flocked to AI, robotics, and quantum tech (because crypto’s old hat, darling). But since October 10, funds returned to BTC and ETH, as if rediscovering lost love letters. 💌

Regional trends? Asia sold during April’s tariffs (a tax drama we’ll all forget), Europe moved funds like a summer breeze, and the U.S. led the exodus as the Fed tightened its fiscal belt. These local tango moves proved markets were driven by economic events, not global choreography. 🕺

Wintermute, ever the dramatic narrator, declared the four-year crypto cycle obsolete. Now, it’s all about liquidity consolidation and ETF/DATs acting as liquidity funnels. The future? Three catalysts: ETF/DAT expansion, BTC/ETH wealth effects, and retail crypto re-entry. Let us raise a glass to 2026! 🥂

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2026-01-14 16:48