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Bitcoin Rebounds Toward $79,000 as Bear-Market Signals Mount

On-chain losses above 40% plus ETF flow whiplash signal a fragile backdrop.

Overview

  • Bitcoin bounced to roughly $78,000–$79,000 after a weekend slide to about $74,500, its lowest level since April 2025, as forced selling eased.
  • Derivatives liquidations peaked in the billions during the drop, then fell sharply to roughly $401 million over 24 hours as pressure abated, CoinGlass data show.
  • U.S. spot bitcoin ETFs logged about $561.9 million in net inflows in the latest session after a multi-day outflow streak, though roughly $3 billion has left since mid-January and $81,000–$83,000 is now seen as resistance.
  • On-chain gauges flagged stress with supply-in-loss near 44%, a weekly close below the 100-week EMA, and persistent negative Coinbase Premium readings pointing to soft U.S. spot demand.
  • Sell-side desks map base-case downside toward $60,000–$68,000, with Compass Point saying deeper lows likely need an equity bear market and Bernstein warning of potential probes near $60,000 as macro headwinds weigh.