November's $3.79 billion in Bitcoin ETF outflows marks a break from past stress cycles. The redemptions weren't from fast-money traders rushing for the exit, but rather pensions, registered investment advisors, and institutional portfolios that usually hold positions for long stretches. When that group trims exposure, it signals a conscious shift in strategy, not panic selling.Over the three-month window, BTC's trend shows weakening demand, thin liquidity, and growing caution from institutions. The current ...

Market Overview - The cryptocurrency market experienced a significant selloff on November 21, 2025, with a total market cap dropping 6% to $2.9 trillion, falling below the $3 trillion mark for the first time in five months, which is a critical psychological level for investors [1][5] - Total liquidations reached $1.91 billion, with long positions suffering the most at $1.78 billion compared to $129 million in shorts, indicating a heavy bias towards bullish positions among traders [3][20] Major Liquidations - Bitcoin led the liquidations with $960 million, followed by Ethereum at $403 million, with the largest single liquidation being a $36.78 million BTC position on Hyperliquid [2][4] - A total of 391,000 traders lost positions during this selloff, highlighting the widespread impact on the market [3][4] Price Movements - Bitcoin fell to $81,050, its lowest level since April, while Ethereum dropped below $2,900, marking a 10% decline [4][17] - Other major tokens like Solana, XRP, and Binance Coin experienced losses ranging from 20% to 35% from their November highs [4][18] ETF Outflows and Market Liquidity - Bitcoin ETFs recorded $3.79 billion in net outflows for November, surpassing the previous record of $3.56 billion in February, with BlackRock's IBIT seeing $2.47 billion in redemptions [9][11] - The outflows significantly reduced market liquidity, exacerbating the selling pressure as fewer buyers were available to absorb the sell-off [11][20] Market Sentiment and Psychological Factors - The Crypto Fear & Greed Index fell to 11, indicating extreme fear among investors, a level not seen since the FTX collapse in November 2022 [4][6] - Market psychology shifted negatively, with even neutral news interpreted unfavorably, contributing to the overall panic [14] Technical Analysis and Support Levels - Bitcoin struggled to maintain the $100,000 level and dropped below $85,000, with analysts warning that falling below $80,000 could trigger significant losses due to institutional buying levels [7][8] - The breakdown of key support levels triggered automated sell orders, creating a feedback loop that accelerated losses [8][20] Comparison to Previous Events - The November selloff, while substantial at $2 billion in liquidations, was less severe than the $19 billion wiped out on October 10, which was driven by a macro shock combined with technical selling [19][21] - The current selloff was characterized as a mechanical deleveraging, with automated liquidations amplifying the downward pressure on prices [20]

ETF outflows and macro data keep traders guarded as bitcoin's 'gentle recovery' extends: analysts https://t.co/ClSIg9C1Y0 ...

📰 CRYPTO DAYBOOK AMERICAS: Your day-ahead briefing for crypto markets where Crypto is the "Canary in the Coalmine," as Bitcoin plunges 28% to $82k and record ETF outflows signal looming macro stress.Catch today's briefing: https://t.co/bSDj2OD1VVPresented by @Grayscale. https://t.co/kXBp8Zz7Nz ...

Boomers learning about Bitcoin volatility in real timeThey are selling in drovesETF outflows are INSANEVery very goodWE WILL BE BUYING BITCOIN CHEAP IN 2026!!!!Jim Bianco (@biancoresearch):The average Spot BTC ETF holder is now in the red. https://t.co/fMb5ln2we7 ...

QCP notes that Bitcoin briefly fell below $90K this week, pressured by cooling expectations for a Fed rate cut and continued ETF outflows. Lower liquidity further amplified the decline. Fed Chair Powell reiterated that a December rate cut is “not guaranteed.” Markets are closely watching this week’s labor data and leading indicators to assess whether Bitcoin’s pullback is a short-term positioning adjustment or the start of a broader risk-off shift.https://t.co/esxQ4DAuN1 ...

The Bitcoin selloff that's intensifying as well. McKenzie Seagal is tracking that action for us. Hey Mac. >> Hey Scott.So Bitcoin breaking below 92K down more than 27% since hitting its latest all-time high last month. Institutional buying once a critical source of support propping up Bitcoin's price floor. It's not there.Those spot ETFs just saw their worst week of outflow since February. RBC pointing out that Bitcoin isn't a safe haven during market selloffs. Instead, it's been moving in lock step with th ...

🚨 LATEST: Crypto executives speculate on Bitcoin's slump below $94K, citing ETF outflows, whale sales, and geopolitical tensions.Is this a normal correction or something more? https://t.co/WRTkKfeINK ...

Something interesting is happening today with crypto. >> Bitcoin actually dipped below $95,000. >> You see, as the Bitcoin price continues to tank, bringing the greater cryptocurrency market down with it, the level of Bitcoin fear, looking at Bitcoin's fear and greed index is at a 10 levels we have not seen since the FTX FTX collapse of 2022 or the COVID pandemic crash of 2020.This doesn't bode well for uh crypto across the board. >> Again, Bitcoin's fear and greed right now is at a 10. During the uh libera ...

🚨 BitMart Update | Nov 7With liquidity tightening and ongoing BTC & ETH ETF outflowsBTC is testing the key $98K supportETH and alts remain weakRisk appetite is fading as markets shift into defense https://t.co/hkvNO7ycSl ...