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Bitcoin Retests Sub-$90,000 as ETF Outflows and Liquidations Deepen Crypto Selloff

Options markets now price a coin‑flip chance of a year‑end close below $90,000 following sustained spot ETF redemptions.

Overview

  • Bitcoin slid as low as $88,000 on Wednesday and hovered near $89,000–$91,000, with K33 Research saying the nearly 30% drop over 43 days ranks among the worst corrections since 2017.
  • Spot Bitcoin ETFs have swung to heavy redemptions this month, with roughly $2.5–$3.6 billion in outflows reported and BlackRock’s IBIT logging a record $523.2 million single‑day withdrawal.
  • Derivatives stress intensified the move lower, with more than $559 million in leveraged positions liquidated in 24 hours, rising implied volatility, and a wider defensive 30‑day put skew, according to options desks.
  • CryptoSlate reports Derive.xyz data showing traders now assign roughly 50% odds that Bitcoin ends 2025 below $90,000, reflecting a more defensive year‑end positioning.
  • Ethereum fell roughly 20% over recent weeks to near $3,000 while holding long‑term technical support, and on‑chain data cited by Blockonomi shows long‑term addresses added about 17 million ETH in 2025.