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CYCLESCOPE · REAL DEMAND

Exchange Netflow

Net Bitcoin movement relative to recognized exchange addresses. Inflow raises readily sellable supply; outflow moves coins away from exchanges.

WHAT IT MEASURES

The balance of exchange transfers

The metric compares BTC sent to recognized centralized-exchange addresses with BTC withdrawn from those addresses.

HOW IT IS CALCULATED

Inflows minus outflows

BTC sent to exchanges − BTC withdrawn

A positive result is a net exchange inflow; a negative result is a net outflow.

HOW TO INTERPRET

Readily available supply changes

  • > 0 BTCMore readily sellable Bitcoin reached recognized exchanges.
  • < 0 BTCBitcoin left exchanges, consistent with self-custody or accumulation.
  • TrendPersistent direction matters more than one day and needs price context.
HOW TO USE IT

Confirm with old-coin behavior

Exchange inflow combined with falling LTH Supply and rising CDD is stronger evidence of distribution.

LIMITATION

Address labels are incomplete

Internal exchange transfers and label changes create noise. Outflow does not prove buying and inflow does not prove selling.

This material is for market research and is not investment advice.