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Bitcoin Sinks to 15-Month Low as ETF Outflows and Liquidations Intensify Sell-Off

Analysts tie the slide to record ETF redemptions following a macro repricing after Kevin Warsh’s Fed selection.

Overview

  • Bitcoin fell to roughly $73,000 at Tuesday’s lows, its weakest level since November 2024 and about 40% below the October peak after breaking key support near $80,000–$82,000.
  • U.S. spot bitcoin ETFs recorded about $5.67 billion of net redemptions from November through January, with total ETF assets dropping from roughly $152 billion to $107.65 billion.
  • Derivatives markets saw an estimated $2.5 billion in forced liquidations in recent days, accelerating losses as leveraged long positions were unwound.
  • The decline coincided with risk-off moves across assets linked to tighter-policy expectations, as tech shares slid and gold and silver staged strong rebounds.
  • Outlooks turned more cautious, with some analysts flagging potential tests near $60,000–$63,000 or the 200-week moving average around $58,000, while crypto equities fell and Galaxy Digital posted a $482 million quarterly loss.