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Bitcoin Drops Below $90,000, Wiping Out 2025 Gains as Sell-Off Deepens

Persistent spot‑ETF outflows plus fragile liquidity after October’s massive liquidation have magnified a risk‑off turn linked to uncertainty over Federal Reserve rate cuts.

Overview

  • The price briefly fell to roughly $89,400 on November 18, a seven‑month low that leaves Bitcoin more than 28% below its early‑October record near $126,000.
  • Spot Bitcoin ETFs have recorded heavy withdrawals in November, with about $2.6 billion in net outflows reported and more than $1.1 billion over the past week.
  • Derivatives deleveraging continued as roughly $1.01 billion was liquidated in 24 hours, mostly from long positions, while sentiment slid to an “extreme fear” reading near 11.
  • Technical and market‑structure stress persisted, with a death cross on daily charts, thin order books since the October 10 wipeout, and shrinking stablecoin balances on exchanges.
  • Major tokens tracked the slide—Ether dipped below $3,000 and crypto‑exposed stocks weakened—while analysts split between a near‑term bottom case and warnings of potential tests of $82k–$85k or even $75k if outflows continue.