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Bitcoin Rebounds Toward $90,000 After Deep Selloff as Fed-Cut Bets Rise

A derivatives washout paired with firmer rate-cut expectations is coaxing buyers back.

Overview

  • Bitcoin is hovering in the $86,000–$89,000 range after a 30%–36% slide from its early‑October peak near $126,000.
  • U.S. spot Bitcoin ETFs logged $1.22 billion in net outflows last week and about $4.34 billion over four weeks, though Friday brought roughly $238 million of inflows.
  • On‑chain data show elevated exchange deposits and an estimated 63,000 BTC moving from long‑term to short‑term holders, pointing to profit‑taking and redistribution.
  • Derivatives open interest recorded the sharpest 30‑day drop of this cycle, including an estimated 1.3 million BTC decline on Binance, reflecting a major leverage reset.
  • Liquidity remains thin as options sentiment steadies; traders are watching $80,000 support, $88,000–$90,000 resistance, and December’s FOMC decision for the next directional cue.