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Bitcoin Reclaims $90,000 as Fed Cut Odds Surge, SpaceX-Linked Wallet Sends $105 Million to Coinbase Prime

Analysts describe a fragile rebound driven by rate‑cut repricing, with short‑term losses alongside thin liquidity capping confidence.

Overview

  • Bitcoin climbed roughly 4% to around $91,000–$91,400 as traders now assign about an 85% probability to a December Fed rate cut, according to CME FedWatch.
  • Arkham Intelligence flagged a 1,163 BTC transfer from a SpaceX-associated wallet to an address routed to Coinbase Prime, with the intent not disclosed and total tracked holdings near 6,095 BTC.
  • After weeks of outflows, U.S. spot Bitcoin ETFs registered about $151 million in net inflows since Nov. 21, pointing to tentative renewed institutional participation.
  • Glassnode and other on‑chain metrics show recent buyers realizing steep losses and market depth reduced after a washout that cut open interest to roughly $28 billion, leaving the structure fragile.
  • Key levels in focus include resistance around $92,000–$95,000 and the $96,800–$98,000 imbalance zone, with critical support monitored near $81,000.