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Bitcoin Wavers Near $90,000 as Fed Cut Bets Meet Market Fragility

Soft spot demand alongside clustered leverage leaves prices vulnerable to outsized moves around policy signals.

Overview

  • Bitcoin briefly rose about 2% to roughly $91,600 before slipping below $90,000 during Monday trading.
  • CME FedWatch shows about an 87% probability of a 25-basis-point cut at the Dec. 9–10 FOMC, with attention on guidance that could swing markets.
  • Bitfinex flagged weakening spot demand and persistent U.S. spot ETF outflows, with negative CVD underscoring a fragile setup versus shocks.
  • Global yields climbed ahead of the BOJ’s Dec. 18–19 decision, with the U.S. 10-year near 4.19% and Japan’s 10-year approaching 2%, pressuring risk appetite.
  • Coinglass recorded roughly $280 million in liquidations across 96,599 traders over 24 hours as leverage reset, while some analysts note prior Fed cuts preceded BTC sell-offs.