クリプトドットイン

暗号に強い人材のためのオルタナティブ・リンクトイン

Standard Chartered Sees Bitcoin Bottom ‘Almost In’ as Sell-Off Cuts 14% in Seven Days

Bitcoin Magazine

Standard Chartered Sees Bitcoin Bottom ‘Almost In’ as Sell-Off Cuts 14% in Seven Days

Bitcoin shed 14% in seven days, sliding to levels not seen since February, as a convergence of institutional outflows, leverage liquidations, geopolitical pressure, and a shock sale from Strategy rattled digital asset markets. 

Yet Standard Chartered’s global head of digital assets research, Geoff Kendrick, told clients the bear market may be in its final stages — and that the low is “almost in.”

“I think when we look back at the end of 2026 with BTC at $100k… we will say this was the buying zone we all wanted,” he wrote

ビットコイン traded around $63,739 on Wednesday, down from a 24-hour high of $67,416.50, after touching a session low near $61,463 — the first time it breached that threshold since the February crash. The decline placed BTC roughly 51% below its all-time high of $126,277, set in October 2025.

について trigger that broke market confidence came from a Monday SEC filing. Strategy disclosed the sale of 32 Bitcoin between May 26 and May 31, generating approximately $2.5 million at an average price of $77,135 per coin. 

The transaction represented the firm’s first net reduction of its Bitcoin holdings in years — a break from co-founder Michael Saylor’s well-known “never sell” posture . The sale was executed to fund dividend obligations on Strategy’s STRC preferred shares, which carry an annual variable dividend of 11.5%.

The market reaction was sharp. Bitcoin fell below $72,000 the same day as the SEC filing. Strategy’s own stock dropped near 6%, and STRC shares traded around $94 .

U.S. spot Bitcoin ETFs are recording a 13 consecutive day streak of net outflows — the longest run since the products launched in early 2024. Total withdrawals reached approximately $3.45 billion across that stretch. The week ending May 29 alone saw $1.42 billion in net outflows, the third-largest weekly withdrawal on record. 

For the full month of May, cumulative spot ETF outflows reached $2.30 billion, making it the worst month of 2026.

Kendrick’s three bitcoin pillars

Against this backdrop, Kendrick laid out three reasons he believes the market is near a floor.

First, Strategy’s behavior in 2022 offers a precedent. When the firm last sold Bitcoin in December of that year, it purchased more than it sold two days later. Kendrick said he expects the same pattern to repeat — with a potential buyback of up to 100 times the 32 BTC sold. 

A confirmed purchase as early as next Monday would, in his view, serve as a tentative signal that the low is in.

Second, spot ETF holdings have held up better than feared. The cumulative net inflow since inception remains at $54.2 billion — right where it stood earlier in the year. Total BTC held by the 11 U.S.-listed funds sits at approximately 674,000 BTC, down from a peak near 682,000 but broadly unchanged in structural terms. 

“This tells me that ETF holdings are more structurally strong than I had feared in February,” Kendrick said.

Third, the pool of leveraged longs available for liquidation is smaller than in prior drawdowns. Bitcoin futures bets worth $1.5 billion were liquidated by exchanges during the current sell-off, a figure in line with January’s. 

With BTC already underperforming equities through 2026, forced selling risk has diminished.

Macro Headwinds Persist

Kendrick’s long-term targets remain $100,000 for Bitcoin by year-end.

This post Standard Chartered Sees Bitcoin Bottom ‘Almost In’ as Sell-Off Cuts 14% in Seven Days first appeared on Bitcoin Magazine and is written by Micah Zimmerman.


コメント

コメントを残す

メールアドレスが公開されることはありません。 が付いている欄は必須項目です

最新フィード

人気カテゴリー

ウェブサイトを検索

人気記事

タグ

#AlexeyPertsev (1) #Bidenクリプトバン (1) #Biden選挙 (1) #BinanceVsCoinbase (1) #ビットコイン (444) #BitcoinETF (3) #ビットコイン基礎知識 (1) #ビットコインの取り扱い (1) #Bビットコイン価格 (5) #BitcoinPriceLevel (1) #BitcoinPump (1) #BitcoinReserve (1) #ビットコイン・サージ (1) #Bitcoinトップ (1) #Bitfinex (1) #ビットワイズ (1) #BracebridgeCapital (1) #BRC20トークン (1) #BTC取得 (1) #Bullish予測 (1) #Bullishセンチメント (1) #中国鉱業 (1) #CPプレビュー (1) #CryptoAsset (2) #CryptoBattle (1) #CryptoBoom (1) #CryptoExpert (1) #CryptoInsights (1) #クリプトマニア (1) #CryptoMarket (4) #CryptoPrediction (1) #Crypto予測 (1) 1TP5トリプトレギュレーション (2) #CryptoTakeoff (1) #CryptoTiming (1) #CryptoTips (1) #CryptoTreasury (1) #CryptoUncertainty(暗号の不確実性 (1) #Dデリバティブジャンプ (1) #Dogecoin (74) #Dogecoinゲイン (1) #Dogecoinボリューム (1) #ダッチコート (2) #ECコマース (1) #ElSalvadorビットコイン (1) #Ethereum (72) #EthereumPain (1) #EthereumPrice (1) 1TP5専門家の意見 (1) #Fedレートカット (1) #FiatCurrency (1) #フィナンシャル・インパクト (1) #フィナンシャル・プライバシー (1) #Firmシャットダウン (1) #F凍結アカウント (1) 1TP5自己資金 (1) #InflationData (1) 1TP5投資 (1) 1TP5投資損失 (1) #日本ファーム (1) #法的措置 (1) 1TP5法的影響 (1) #法律 (1) #LightningNetwork (1) #市場分析 (3) #Mマーケットモニタリング (1) #M市場予測 (1) #市場予測 (1) #M市場予測 (1) #Mマーケットサポート (1) #マーケットボラティリティ (1) #マリッジ (1) #MemeCoin (5) #Memeコイン (2) #Miner収益性 (1) #マネーロンダリング (2) #MtGox (4) #北朝鮮暗号 (1) #ノボグラッツ予想 (1) #Priceマイルストーン (1) #P価格予測 (2) #Price質問 (1) #プライスサージ (1) #Prisonセンテンス (1) #QuantAnalysis (1) 1TP5規制圧力 (1) #SECアンチクリプト (1) #ShibaInu (6) #SocialBuzz (1) #技術分析 (1) #トンコイン (3) #トルネードキャッシュ (3) #TornadoCashDev (1) #TornadoCashデベロッパー (1) #UKクリプト (1) #Upsideポテンシャル (1) #USCongress(米国議会 (1) #ワイオミングランド (1) #XRP価格 (1) #XRPupswing (1)

お役立ちリンク

私が役に立ち、共有したいと思ったリンク