Analyst: Exchange Wallets Skew ‘Whale Accumulation’ Data Now

Dogecoin Leads Rally as Cardano and XRP Drive Crypto Market Higher

  • Dogecoin, Cardano, and XRP led gains as short-covering and liquidations accelerated on Friday.
  • Bitcoin traded above $90,000 while short liquidations far outpaced long liquidations.
  • CryptoQuant analyst Julio Moreno challenged narratives of “whale accumulation”, citing exchange wallet consolidation.
  • The Federal Reserve’s balance sheet rose by $24.4 billion in the week ending Dec. 24, a potential liquidity tailwind noted by observers.
  • Across the market, shorts accounted for roughly $329.4 million in liquidations versus about $66.1 million in longs over 24 hours.

On Friday, major altcoins gained as short-covering pushed prices higher and forced widespread liquidations across derivatives markets. Dogecoin, Cardano, and XRP led the rally, while Bitcoin held above $90,000 amid heavy short squeezes. Market-watchers also debated on-chain signals after an analyst questioned reported whale buying.

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Dogecoin traded near $0.1435, up about 13.4% for the day, with roughly $14.4 million in liquidations concentrated on short positions, according to Coinglass data. Retail sentiment on Stocktwits moved into the “extremely bullish” range as chatter spiked during the session.

Cardano rose to about $0.396, gaining roughly 10.7%, while liquidations totaled near $3.3 million and skewed toward shorts. XRP climbed to approximately $2.02, up around 8.0%, with about $11.4 million in liquidations as bearish bets were unwound and Stocktwits sentiment shifted toward bullish.

Bitcoin traded around $90,260, up roughly 2% for the day. Total BTC liquidations reached about $111.3 million over 24 hours, with shorts accounting for nearly $94.9 million and longs about $17.3 million. Retail sentiment around BTC improved from bearish into bullish territory on social channels.

Previously, some on-chain metrics suggested long-term holders had been net accumulators of BTC. Julio Moreno disputed that view in a post on X, saying exchange balance consolidation into fewer wallets distorts on-chain optics. He noted that datasets excluding exchange addresses show declines in whale balances and similar drops among 100–1,000 BTC wallets.

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Observers also flagged liquidity flows. The Kobessi Letter reported the Federal Reserve’s balance sheet rose by $24.4 billion in the week ending Dec. 24, the largest weekly increase since March 2023, which market watchers said could act as a liquidity tailwind.

Other tokens saw mixed moves: Ethereum traded near $3,124 (+4.2%) with about $124.9 million liquidated, mostly shorts. Solana rose to $132.8 (+5.1%) with $22.5 million liquidated, BNB reached $877.8 (+1.9%) with roughly $2 million liquidated, and tron traded near $0.289 (+1.1%) with about $30,000 in liquidations. Overall market liquidations totaled roughly $329.4 million for shorts and $66.1 million for longs over 24 hours.

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