Multiple flow and pricing signals point to steady accumulation through the pullback.

Coinbase premium and bitcoin rate.

Coinbase premium and bitcoin rate. Source: CryptoQuant  

Coinbase premium turns positive

The Coinbase premium—tracking the price gap between BTC/USD on Coinbase and Binance—flipped positive, a sign of strong U.S. spot demand. A similar move showed up in South Korea: the “kimchi premium” also rose above zero, signaling heightened local appetite.

"Kimchi Award" Source: TradingView  .

“Coinbase is buying, Bitfinex is buying, Koreans are buying. And once again, it’s only you who aren’t,” trader hansolar quipped.

Stablecoin flows back risk-on

CryptoQuant analyst Maartunn flagged a fresh $3.88 billion in USDC flowing onto exchanges since the latest dip—dry powder typically associated with near-term buying.

At the same time, Ethereum balances on centralized exchanges fell to a record low, now around 18.5 million ETH. With ETFs and treasuries continuing to accumulate, supply on trading venues keeps thinning.

“ETFs are buying. Institutions are accumulating. When scarcity meets demand, price doesn’t move sideways. A supply shock is coming,” noted Merlijn The Trader.

What’s next for BTC

Trader Exitpump highlights $116,000–$117,000 as the nearest buy zone on spot and futures order books—where interest to scoop up the dip is most concentrated.

Seasonality could still weigh. Historically, August has been a soft month for crypto: since 2017, Bitcoin’s average peak drawdown in August is about 21.7%. Even in years when August closes green, volatility tends to spike and sentiment chops.

Analyst Markus Korvin points out BTC remains comfortably above the 200-day moving average—a key trend barometer. By his math, a decisive break below $114,000 would open risk toward $104,000:

“Bulls have the ball, but that line will decide the next meaningful move.”

As a reminder, MN Trading founder Michaël van de Poppe pegs $121,000 as the trigger to restart the uptrend. Until that reclaim, traders are watching how price behaves around $117K support and whether seasonality keeps a lid on momentum.

Let us recall that analyst and founder of MN Trading Michael van de Poppe called  the level of $121,000 key for the resumption of growth of the first cryptocurrency