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Bitcoin Rebounds to the High-$70,000s as ETF Flows Turn Positive and 'Crypto Winter' Debate Intensifies

Forecasts now range from a $60k–$68k base to the risk of a deeper drawdown.

Overview

  • Bitcoin recovered to around $78,000 after a weekend slide to roughly $74,000 that followed weeks of declines and more than $2 billion in forced liquidations.
  • Spot bitcoin ETFs logged about $562 million of net inflows on Monday after heavy redemptions last week, though reports still show sizable multi-week outflows weighing on sentiment.
  • Bitwise’s CIO describes a full‑blown crypto winter that may be nearing its end, citing large institutional absorption, while prices remain roughly 37%–39% below the October peak.
  • Strategy’s stash stands near 713,500 BTC as the price briefly fell below its roughly $76,000 average cost; Michael Saylor hinted at fresh buying with a "More Orange" post as reports flagged a paper loss over $900 million.
  • Analysts diverge on downside risk, with scenarios spanning a $60k–$68k floor, a slide toward ~$56k tied to long‑term averages, or a bearish path to $40k, as on‑chain data show short‑term holders in loss and long‑term holders largely intact.