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Bitcoin Falls Back Below $100,000, Down 22% From November Peak

Large outflows from spot Bitcoin ETFs are pressuring prices during a shift in Fed‑cut odds.

Overview

  • Bitcoin traded near $98,600 after a third break below $100,000 this month, leaving it about 22% beneath its November 6 record of $126,080.
  • U.S. spot Bitcoin ETFs have swung to sizable net withdrawals in recent weeks, reversing a prior inflow trend that helped build roughly $169 billion in assets, according to Bloomberg and fund‑flow trackers.
  • Risk assets weakened as CME FedWatch showed lower odds of a December rate cut, the VIX rose about 14% to 20.02, and the Nasdaq Composite fell roughly 2.3%.
  • Derivatives stress intensified, with CoinGlass reporting about $501 million in crypto liquidations over 24 hours, including $165 million tied to Bitcoin and roughly $380 million in long positions.
  • Chart watchers highlight $107,370 as a level to reclaim and warn that a break of $96,950 could expose $85,600–$91,920, while eToro notes growing institutional accumulation and volatility drifting below 30%.