Bitcoin Recovers to $62,700 as CryptoQuant Says $1 Trillion New Capital Needed for Bull Run

According to CryptoQuant, Bitcoin is currently trading around $62,700 after recovering from last week's lows below $58,000, as ETF inflows improved market sentiment. The analysis firm stated that BTC requires more than $1 trillion in new capital to support its next major surge, citing declining capital efficiency across bull cycles. Historical data showed that $2.8 billion in inflows during 2011 resulted in a 55,000% price increase, while $69 billion in 2015 led to a 10,000% gain; the current cycle since 2022 saw $697 billion in inflows yield 689% gains. CryptoQuant CEO Ki Young Ju noted institutional funds remain inactive, with net outflows from spot BTC ETFs persisting for months.

Meanwhile, crypto journalist Wu Blockchain reported that Bitcoin miners face historically rare stress levels. The Miner Cycle Stress Composite Index has fallen to new lows in 2026, entering the "Under Value" range—a level previously seen in 2015, 2018, 2020, 2022, and 2024, periods coinciding with significant Bitcoin price lows.