Bitcoin Drops Below 95,000 Dollars as Spot ETFs Log Second-Largest Outflows Ever

 

Bitcoin’s slide below 95,000 dollars comes at the same moment U.S. spot Bitcoin ETFs are seeing their second-largest weekly outflows on record, creating a powerful combination of macro pressure, profit-taking, and structural selling.

This is what is actually happening across markets.

 

Bitcoin breaks below 95,000 dollars as risk appetite evaporates

Bitcoin has been drifting lower for weeks, but the latest leg down reflects broader stress across global risk markets.

• BTC recently hit a six-month low, trading near 95,800 dollars, down roughly 24 percent from its all-time high above 126,000 dollars earlier in the fall.

• A sharp selloff in major tech stocks has spilled into crypto. Falling prices in high-beta names like Tesla and Nvidia dragged the Nasdaq lower, and Bitcoin is moving in correlation.

• On several trading venues, Bitcoin briefly dipped under the 95,000 dollar level, shaken by fading expectations for a near-term Federal Reserve rate cut.

Macro sentiment is driving it. The Fed has signaled caution, and higher yields make cash and bonds more attractive relative to volatile assets like crypto. Risk capital is stepping back accordingly.

 

Spot Bitcoin ETFs suffer second-largest outflows since launch

At the same time Bitcoin’s price is weakening, spot Bitcoin ETFs are hemorrhaging capital.

Recent ETF flow data shows:

• About 1.23 billion dollars in net outflows over a single week, marking the second-largest weekly outflow since spot Bitcoin ETFs launched in early 2024.

• This reversal comes immediately after a massive 2.7 billion dollar inflow the previous week, showing how rapidly sentiment flipped.

Other analytics platforms confirm the scale:

• More than 2 billion dollars has exited spot Bitcoin ETFs over a similar seven-day stretch.

• These outflows were led by major products, including the largest U.S. Bitcoin ETFs.

Put simply, the same ETF vehicles that fueled Bitcoin’s run above 120,000 dollars are now feeding selling pressure.

 

Why ETF investors are selling

1. Profit taking after a euphoric rally

Bitcoin surged to record highs earlier in the fall. Much of that momentum was driven by strong ETF inflows and speculative leverage. When the rally stalled, ETF holders began locking in gains.

In the past month, sustained inflows flipped into a multi-day streak of heavy outflows totaling more than 2 billion dollars.

2. Macro risk-off environment

The ETF redemptions are unfolding during a broader derisking period.

• Tech stocks are sliding.

• Investors are reducing exposure to volatility.

• Falling expectations for Federal Reserve rate cuts are punishing non-yielding assets.

When institutions derisk, ETFs offer an easy way to trim exposure quickly and in size.

3. Long-term holders are selling, too

On-chain estimates show that long-term BTC holders sold roughly 815,000 BTC over the last month. That is the largest 30-day selling wave by long-term holders in close to a year.

When long-term holders sell while ETFs see redemptions, structural and tactical selling pressures align.

 

Are ETF outflows causing the price drop?

ETF outflows and price declines are interconnected, but not in a simple cause-and-effect way.

• When ETFs see inflows, issuers buy Bitcoin on the open market.

• When ETFs see redemptions, they release or sell Bitcoin, which can weigh on price.

But flows also respond to price, rather than only drive it.

During recent drawdowns, Bitcoin began falling before the biggest ETF outflow prints hit. Markets weakened first, flows followed, and the selling then reinforced the downturn.

 

The bigger picture is not entirely bearish

Despite the heavy redemptions, ETF-held Bitcoin remains historically large.

• U.S. spot Bitcoin ETFs still hold well over 130 billion dollars in assets even after the latest outflows.

• These ETFs still control a significant percentage of the circulating BTC supply.

This means institutions have not abandoned Bitcoin. They are rebalancing, not exiting.

 

What traders and investors should take away

Short-term traders

Expect higher volatility.
Key levels like 95,000, 90,000 and 85,000 dollars will become focal points for liquidations, panic selling, and sharp reversals.

ETF flow data will continue to be a powerful short-term signal. Large outflows can become self-reinforcing sell triggers.

Long-term investors

This environment looks more like a mid-cycle reset than the end of the trend.

• ETF holdings remain massive.

• Institutional allocators are still active.

• Periods of heavy outflow historically set up longer-term opportunities for patient buyers.

 

What to watch next

1. Daily spot ETF flows
   Look for stabilization or the return of small net inflows. Historically, that has coincided with market bottoms.

2. Federal Reserve tone
   Rate expectations continue to drive risk appetite.

3. On-chain behavior
   Whether long-term holders continue selling or begin accumulating again will play a crucial role.

4. Equity market sentiment
   As long as Bitcoin behaves like a high-beta tech asset, weakness in equities will spill into crypto.

 

Final thoughts

Bitcoin’s break below 95,000 dollars paired with the second-largest weekly outflow ever recorded in spot Bitcoin ETFs shows that the market is finally cooling after an overheated rally. ETF redemptions and long-term holder selling are contributing to the pressure, but they are unfolding within a broader global derisking trend.

The ETF era has not failed. If anything, this volatility highlights how deeply Bitcoin has become integrated into mainstream portfolios, where selling flows can move quickly in response to macro signals.

 

For traders, this phase demands discipline. For long-term believers, it is a reminder that institutional adoption does not eliminate corrections. It simply changes their shape and scale.

 

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Crypto Markets Under Pressure as Bitcoin Falls Below $104,000

The crypto world is showing clear signs of stress. Bitcoin slipped below roughly $104,000, triggering a wave of liquidations and renewed concern over how fragile this market remains.

 

The Scale of the Liquidations

On-chain analytics and exchange data indicate that over $1.3 billion in positions were liquidated in just a 24-hour window when Bitcoin slipped under $104,000. The bulk of those losses came from long (bullish) bets.

One analysis found that around $600 million of liquidations were directly linked to Bitcoin’s fall under $104,000.

In earlier drops, like when Bitcoin fell under $108,000, at least $320 million in positions were liquidated.

ETF flows also reflected the sentiment, with large outflows of around $186.5 million hitting Bitcoin ETFs as the price dropped.

 

What’s Driving the Sell-Off

Several factors combined to produce this sharp correction:

• Excess leverage: Many traders held large leveraged positions expecting the uptrend to continue. When the price broke key support, automatic liquidations accelerated the drop.

• Technical triggers: The break below $104,000 appears to have been a psychological and technical threshold. Once it was breached, stop-losses and algorithmic selling kicked in.

• Macroeconomic headwinds: Concerns around global growth, trade tensions, and regulatory uncertainty are making crypto a less comfortable risk asset right now.

• Liquidity strain: When prices drop rapidly, thin liquidity in some crypto markets magnifies the effect of trades. Large orders or liquidations can push the price further than expected.

 

Why This Is More Than Just a Price Drop

This is not simply a normal pullback. It points to deeper vulnerabilities within the market.

It shines a spotlight on how exposed leveraged traders are in crypto markets.

It shows that major protocols or large holders are still vulnerable to rapid swings caused by price and sentiment.

It signals that the risk profile of crypto is evolving. Institutional participants and retail investors both face threats from sharp corrections and ecosystem instability, not just price volatility.

 

What to Watch Moving Forward

• Support levels: Bitcoin near $100,000 to $104,000 is under the microscope. A sustained bounce could ease pressure, while a break below could trigger the next wave of liquidations.

• Leverage risk: If more long positions unwind, additional forced selling could occur.

• Sentiment and volume: Watch indicators like funding rates, open interest in futures, and spreads. When these show stress, the environment becomes more fragile.

• Macro factors: Crypto is not isolated. Changes in interest rates, global trade shocks, or new regulations can quickly trigger risk-off sentiment.

• Recovery potential: Some analysts believe this type of leveraged wipeout can be healthy in the long term. It clears excess risk and resets the market for future growth. The key is whether prices stabilize soon.

 

Final Thoughts

The current correction may not mark the end of the cycle, but it underscores how volatile and interconnected the crypto markets have become.

For anyone trading or investing in this space, success is not only about picking the right asset. It also depends on understanding how the broader system reacts when momentum reverses.

History has already shown how over-leverage can turn optimism into collapse. During the 2021–2022 downturn, major players like Three Arrows Capital (3AC) and Celsius Network imploded after taking on excessive risk through leveraged positions and unsustainable yield strategies. Their collapses erased billions in value, triggered contagion across lenders and exchanges, and shook investor confidence for years.

These events serve as reminders that leverage amplifies both gains and losses. In bull markets, it fuels parabolic rallies and rapid expansion. In downturns, it becomes a chain reaction that accelerates the fall.

The lesson is simple but critical: leverage without risk management always ends badly. The healthiest market growth comes from measured exposure, transparent liquidity, and long-term discipline...not from borrowing against optimism.

 

In crypto, big moves are not exceptions. They are the rule. The priority now is managing risk carefully, staying alert to signals, and avoiding the assumption that prices will always move higher.

 

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The Crypto Market Continues October Slump, Will November See Reversal?

 

The global cryptocurrency market has taken a sharp downturn, erasing optimism that had been building earlier this month. Total market capitalization dropped to around 3.54 trillion dollars, falling more than four percent in a single day.

Bitcoin fell roughly 3.5 percent, dipping just above 106,000 dollars, while Ethereum declined nearly six percent. Altcoins like Solana and XRP recorded losses of around seven percent, and crypto-linked equities followed the same trend, with companies such as MicroStrategy sliding about five percent ahead of its earnings call.

The downturn caps off what has been one of the weakest Octobers for crypto in recent years, undermining hopes of the so-called “Uptober” rally that traders had been anticipating. More than 300 million dollars in leveraged positions were liquidated as Bitcoin briefly slipped below 108,000 dollars, wiping out many short-term speculative positions.

 

Why It Happened

Macro headwinds
Even though the Federal Reserve cut interest rates by 25 basis points, investor sentiment remains cautious. The market had already priced in the cut, and comments suggesting that further easing may not come as quickly as hoped left traders disappointed. Meanwhile, the U.S. dollar remains strong, and concerns over inflation and geopolitical tension continue to push investors toward safer assets.

Leverage and liquidations
As often happens in crypto, the decline accelerated once leveraged positions began to unwind. When Bitcoin’s price started to drop, automatic liquidations triggered across exchanges, deepening the fall and pulling other assets down with it.

Shifting sentiment
The broader crypto sentiment has turned noticeably bearish. The industry’s “fear index” has dropped to levels not seen in months. Many investors are adopting a wait-and-see approach, as new catalysts for growth are lacking and market narratives have cooled after a summer of strong gains.

 

What It Means for the Market

Bitcoin is testing crucial support levels around the 108,000 to 105,000 dollar range. A sustained break below could invite further downside, while a bounce could stabilize the market and prevent additional panic selling.

Some analysts see this dip as a healthy correction after months of optimism. Others warn that it could mark the start of a longer consolidation phase, where prices drift sideways as markets absorb the impact of macroeconomic uncertainty and waning risk appetite.

Institutional interest also appears to be cooling slightly. Outflows from crypto-focused funds and ETFs have increased, suggesting that large investors are scaling back exposure until clearer signals emerge from global markets.

 

A Moment of Reflection

This decline may not mark the end of the current crypto cycle, but it does highlight how fragile sentiment remains. Despite impressive technological progress across the industry, price action continues to be driven largely by macroeconomic factors and trader psychology.

October’s performance serves as a reminder that crypto’s volatility cuts both ways. Periods of rapid growth often give way to equally sharp corrections. While long-term believers view these downturns as opportunities to accumulate, traders chasing short-term gains are often the first to get washed out.

 

In the end, volatility is still the rule in crypto. The best way to navigate it is to stay informed, understand the underlying market drivers, and resist reacting to every swing. Whether this downturn becomes a lasting trend or a temporary reset will depend on how quickly confidence and liquidity return in the weeks ahead.

 

Stay Connected

You can stay up to date on all News, Events, and Marketing of Rare Network, including Rare Evo: America’s Premier Blockchain Conference, happening  July 28th-31st, 2026 at The ARIA Resort & Casino, by following our socials on X, LinkedIn, and YouTube.