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Bitcoin Repeatedly Tests $100,000 as ETF Outflows and Liquidations Drive a Market Reset

Traders watch ETF prints to determine whether the fragile $100k–$105k band survives.

Overview

  • Bitcoin slipped below $100,000 for the third time this month before hovering near $103,000, with key resistance clustered around $105k–$108k and downside liquidity near $98k.
  • U.S. spot Bitcoin ETFs led roughly $1.2 billion of weekly outflows through Nov. 7, and Wednesday saw about $278 million more in redemptions, though some recent sessions showed mixed inflows.
  • Derivatives leverage has been flushed, with open interest down about 21%–34% from October highs and liquidations totaling roughly $500M–$638M in 24 hours, including an hour above $220M.
  • On‑chain signals show exchange reserves near multi‑year lows around 2.4 million BTC as large holders accumulated an estimated 45,000 BTC this week.
  • Macro pressure intensified as the dollar strengthened, rate‑cut odds eased and equities fell, sentiment slid into extreme fear, and the end of the U.S. shutdown offered little sustained relief.