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Bitcoin Holds Near $105,000 as Traders Watch $98K and $111K Lines in the Sand

Muted ETF inflows plus a Senate draft permitting ETF staking highlight a fragile setup with rising stablecoin liquidity.

Overview

  • Bitcoin traded near $105,000 for much of Tuesday before a late pullback toward $103,000, extending the week’s tight range.
  • Analysts flag a binary setup, with downside confirmation below about $98,000 and a bullish reversal likely on sustained moves above $107,000–$111,000.
  • Spot bitcoin ETFs drew roughly $1.15 million in net inflows on Monday, while Strategy disclosed a $49.9 million buy of 487 BTC as selective institutional accumulation continued.
  • 10x Research estimates nearly 5.9 million BTC (about $588 billion) changed hands between $100,000 and $126,000, leaving many coins on potentially vulnerable balance sheets if support breaks.
  • Liquidity gauges show growing dry powder with a lower Stablecoin Supply Ratio near 13 and reduced futures open interest since October’s deleveraging, as the U.S. Senate circulates a draft bill that would allow ETFs to stake assets and distribute rewards.