New Money Inflow to Bitcoin Reached $4.9 Billion in a Month

According to Glassnode, in the 30 days leading up to October 5, 2026, monthly inflows of "new money" into Bitcoin amounted to approximately $4.9 billion. Meanwhile, the growth in Bitcoin's realized capitalization over the same period was $12.8 billion, more than twice the amount of "new money." However, experts noted that "new money" accounts for less than two-fifths of this growth, as the majority of the increase in realized capitalization came from existing market participants. According to the data, most recent BTC/USD price increases do not lead to significant new capital investments. Specifically, Bitcoin has attempted to surpass the $87,000 mark four times since September 21, but each attempt has been unsuccessful due to increased market liquidity. At the time of writing, BTC/USD was around $83,000, which is 1% lower since the beginning of the month.

Additionally, there was a rise in profits among new investors over the weekend when Bitcoin recorded its first weekly close above $85,000 since January. About 86% of all coins sent to exchanges that day came from short-term holders, those who held their Bitcoins for less than 155 days. This percentage is the highest in the past year, while it is usually below two-fifths. Despite active selling, short-term holders are still in net profit, as their price threshold for exit is around $78,250 as of October 7, 2026.

Analysis shows that current conditions differ from those observed in 2024 and 2025, when profits were achieved through more significant inflows of new liquidity. Experts point out that until inflows improve, the main movement will depend on existing holders' willingness to pay more for Bitcoin. Thus, increased market liquidity and active selling by short-term holders play a critical role in Bitcoin's price dynamics at this stage.