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Bitcoin Slips Back Toward $90,000 After Fed Cut as ETF Flows Thin and Liquidations Mount

Powell’s cautious 2026 guidance cooled the expected easing tailwind.

Overview

  • Bitcoin failed to break the $94,000–$95,000 resistance after a brief post‑cut spike and is holding near $90,000 with support eyed around $88,000–$84,000.
  • Roughly $500 million in crypto positions were liquidated in the 24 hours around the decision, with longs taking the larger share, according to CoinGlass data.
  • U.S. spot Bitcoin ETF demand remains uneven, with about $223.5 million of net inflows dominated by BlackRock’s IBIT while several peers recorded outflows.
  • On‑chain analytics show rising realized losses and persistent profit‑taking by long‑term holders, reinforcing a fragile market structure.
  • Standard Chartered trimmed near‑term price targets, citing softer ETF inflows, as altcoins lagged and market breadth deteriorated following the Fed move.