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Bitcoin Falls Below $90,000, Erasing 2025 Gains as Liquidity Thins

Repriced Fed rate-cut odds have drained risk appetite, with ETF outflows magnifying the drop.

Overview

  • The price briefly hit roughly $89,300, nearly 30% below October’s record and now negative for the year as sentiment gauges flash extreme fear.
  • Spot bitcoin ETFs have swung to heavy redemptions, with about $2.8 billion in November outflows creating mechanical sell pressure.
  • Leverage has intensified the slide, with more than $19 billion liquidated in October, around $950 million wiped out in the past 24 hours, and put hedging clustered at $85,000 and $80,000.
  • Technicals have deteriorated after losing the 50‑week moving average and printing a death cross, which traders say raises the risk of further downside.
  • Corporate bitcoin treasuries face mark‑to‑market stress below key accumulation levels, drawing fresh scrutiny of Strategy/MicroStrategy even as analysts split on whether the pullback is a buying opportunity or a warning of deeper losses.