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Bitcoin Tests $105K After $1.3 Billion Liquidations as ETF Flows Rotate to Solana

Fed caution on further cuts has sapped risk appetite, prompting heavy outflows from U.S. Bitcoin ETFs.

Overview

  • Bitcoin trades around $104,000–$107,000, down roughly 13–15% from its record high after dipping below $105,000 early Tuesday.
  • More than $1.2 billion in leveraged positions were wiped out in 24 hours, with roughly 90% from longs, CoinGlass data show.
  • Bitcoin-focused products saw about $946 million in outflows last week while Solana funds drew roughly $421 million, highlighting a sharp rotation in institutional exposure.
  • Powell’s signal that a December rate cut is not assured weakened risk appetite as rate-cut odds fell and the dollar firmed, adding pressure to crypto prices.
  • On-chain desks report legacy holders moving supply—about 405,000 BTC over the past month—while market sentiment slid to ‘extreme fear’ with the index near 21.