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Bitcoin Holds Near $109,000 as Traders Test Reset Thesis Against Breakdown Risk

Analysts point to a $113k–$117k inflection that could decide whether momentum returns.

Overview

  • BTC rebounded from a ~$106,000 low to trade near $109,000–$110,000, with support clustered around $106,000–$110,000 and resistance at $113,000 and the $117,000 Point of Control.
  • Volatility followed the Federal Reserve’s 25 bp cut and signals on ending quantitative tightening, with Powell’s latest comments keeping rate-path uncertainty in focus.
  • On-chain data shows exchange reserves falling and the latest sell-off dominated by coins held less than 24 hours, while long-term holders showed little evidence of panic.
  • CryptoQuant data reviewed by analysts indicates long-term holders have distributed roughly 810,000 BTC since July, a supply overhang that has capped upside progress.
  • Glassnode cautions that failing to reclaim about $113,000 could increase risk toward $88,000, while others say a decisive move back above $117,000 would likely restore bullish momentum.