Bitcoin centralized exchange (CEX) reserves have increased for the first time in six weeks, according to XWIN's analysis. This trend suggests investors are moving funds back to exchanges, often a sign of profit-taking or risk aversion. Concurrently, miner reserves have plummeted to their lowest levels since mid-2025, as some miners are compelled to sell Bitcoin due to halted energy subsidies and tax credits amid a government shutdown.
Additionally, stablecoin withdrawals from CEXs have reached a historical peak, indicating a shift towards dollar-linked safe-haven assets. XWIN highlights that the combination of rising CEX reserves, miner selling pressure, and stablecoin outflows points to a tightening liquidity environment and a declining risk appetite. The 'Fear and Greed Index' has entered the 'Extreme Fear' zone, approaching levels last seen during the 2023 banking liquidity crisis.
Bitcoin CEX Reserves Increase Amid Miner Sales and Stablecoin Withdrawals
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