JPMorgan's latest assessment: Bitcoin and Ethereum sell-offs are nearing the end, liquidity remains robust

PriceOracleFairy · 2026-01-08T15:40:11+00:00

【Crypto World】The recent sharp declines in Bitcoin and Ethereum have caused many to worry about further drops. However, JPMorgan's latest analysis provides an interesting signal — this round of selling pressure may be nearing its end.What should we look at specifically? Since January, the cash flow for Bitcoin and Ethereum spot ETF has stabilized and is no longer continuously flowing out like before. The positioning indicators in the futures market also suggest that the large-scale reduction in positions by investors has basically been completed. This indicates that the panic selling in the early stages has been largely released.Another key point — the liquidity in the cryptocurrency market has actually remained quite good. This round of adjustment was mainly not due to problems within the market itself, but rather due to de-risking behavior triggered by MSCI's statement last October that possibly excluded crypto-related companies. In other words, this is more of a passive risk management rather than genuine market pressure.The good news is that MSCI has recently changed its stance. They have decided to temporarily not include in the

PriceOracleFairy

2026-01-08 15:40:11

【Crypto World】 The recent sharp decline in Bitcoin and Ethereum has caused many to worry about further drops. However, JPMorgan’s latest analysis provides an interesting signal — this round of selling pressure may be nearing its end.

What should we look at specifically? Since January, the cash flow in Bitcoin and Ethereum spot ETF funds has stabilized and is no longer continuously flowing out like before. The positioning indicators in the futures market also suggest that the large-scale reduction of positions by investors has basically been completed. This indicates that the panic selling earlier has been largely released.

Another key point — liquidity in the cryptocurrency market has actually remained quite good. This round of adjustment was mainly not due to fundamental market issues, but rather triggered by the de-risking behavior caused by MSCI’s statement last October, which possibly excluded crypto-related companies. In other words, this is more of a passive risk management rather than genuine market pressure.

Good news is, MSCI has recently changed its stance. They decided not to exclude crypto-related companies in the upcoming February 2026 global index review, which is like a sigh of relief for the market — the situation where forced liquidation to avoid index changes will be significantly reduced. In the short term, this is undoubtedly a positive signal.

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DeFiCaffeinator

· 6h ago

I believe in JPMorgan's analysis this time. The liquidity is stable, and that's the key... Unlike last year when there was a real sense of panic, this time it's just a passive sell-off.

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TopEscapeArtist

· 01-09 14:59

JPMorgan is trying to trick us into bottom fishing again. Last time, they said liquidity was stable, and I went all-in at a high point and got trapped. Can we really trust them this time?

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EyeOfTheTokenStorm

· 01-08 16:10

JPMorgan says the sell-off is nearing the end, but I see ETF data still fluctuating... Is this really different this time?

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DegenWhisperer

· 01-08 16:09

JPMorgan Chase is bullish again, I've heard this rhetoric many times before. Liquidity is stable? Let's look at the trading volume first, the data won't lie. --- I find it hard to believe that the selling has come to an end. Let's see next month. --- Wait, can MSCI changing its stance really save the market? That's quite optimistic, buddy. --- Spot ETF stabilization ≠ bottom reached. Don't be fooled, brother. --- The selling pressure has been released... Just like I said last time, but what was the result? --- Good liquidity is great, but retail investors' wallets are the real issue, JPM didn't mention this.

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AirdropHunter007

· 01-08 16:07

JPMorgan says it's almost over? Uh... I'll wait a bit longer before jumping in. I've heard this kind of talk too many times before.

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Rugpull幸存者

· 01-08 16:07

JPMorgan says the sell-off is almost over, but why am I still trapped? LOL

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StakeOrRegret

· 01-08 16:05

Is JPMorgan's analysis reliable this time? It always feels like armchair quarterbacking after the fact. Wait, liquidity is stable? I feel like those still taking losses are all retail investors. MSCI just changed its stance and that's it? So who was left holding the bag during the previous panic?

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ponzi_poet

· 01-08 16:03

I've heard this kind of rhetoric from JPMorgan too many times. Every time they say it's almost over, but it still keeps falling. Is it true or not...

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MiningDisasterSurvivor

· 01-08 16:00

I've heard this kind of rhetoric from JPMorgan before, back in 2018 they said the same thing. And what happened? Now they're saying once again that the "sell-off is nearing the end." I've been through this before, so let's wait for the real bottom data before making any judgments.

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