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The Recession > Blog > Uncategorized > Bitcoin Breaks Below $100k
Uncategorized

Bitcoin Breaks Below $100k

Last updated: November 4, 2025 7:29 pm
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**SEO_TITLE:** Bitcoin Dips Below $100,000: Key Insights for Investors

**META_DESC:** Bitcoin has fallen below $100,000 for the first time since June. Discover the causes behind this drop and actionable insights for investors navigating the crypto landscape.

**TAGS:** Bitcoin, cryptocurrency, market analysis, investment strategy, financial news

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### Bitcoin Dips Below $100,000: Understanding the Causes and Implications

Bitcoin has recently experienced a significant downturn, falling below the $100,000 mark for the first time since June. This decline comes on the heels of a historically poor October, marked by a massive liquidation event that has left traders unsettled. In this article, we will break down the factors contributing to this price drop, its potential effects, and actionable insights for investors.

### Recent Market Performance and Sentiment

Bitcoin’s price has plummeted to approximately $101,800, marking one of its worst trading days of the year. This decline follows a historic liquidation event that occurred in mid-October, which wiped out over $1.2 billion in long positions—where traders bet on the price rising. The Crypto Fear & Greed Index has also slipped to ‘Extreme Fear’ territory, currently sitting at 21, indicating pervasive anxiety among investors.

### Factors Influencing Bitcoin’s Price Drop

1. **Macroeconomic Conditions:** Recent comments from Federal Reserve Chair Jerome Powell have dampened expectations for an interest rate cut in December, reinforcing a narrative of “higher for longer” interest rates. When interest rates rise, non-yielding assets like Bitcoin often suffer as investors seek better returns elsewhere.

2. **Investor Withdrawals:** Over the past four trading days, ETF investors have withdrawn more than $1.8 billion from Bitcoin and Ether products. This outflow suggests a loss of confidence in the crypto market, further contributing to the downward pressure on prices.

3. **Falling Open Interest:** Open interest in Bitcoin perpetual futures has decreased by about 30% from its October peak, indicating a significant reduction in leveraged exposure. This can lead to increased volatility as traders exit their positions.

### Potential Downside and Support Levels

Market analyst Damian Chmiel has highlighted that if Bitcoin sustains its position below $100,000, it could trigger a more severe sell-off, potentially dropping to lows near $74,000—a 30% decline from current levels. Traders are now closely monitoring the $96,000 support zone, which may act as a crucial level to watch in the near term.

### Bullish Signals and Liquidity Insights

Despite the bearish sentiment, some market analysts maintain a long-term bullish outlook. Fundstrat’s Tom Lee predicts that Bitcoin could surge to between $150,000 and $200,000 by the end of 2025. Meanwhile, Strategy, a notable investment firm, has recently intensified its Bitcoin accumulation strategy, purchasing 397 BTC for approximately $45.6 million.

Additionally, data from CryptoQuant indicates that the Stablecoin Supply Ratio (SSR) has dropped back to a range historically associated with liquidity turning points. This suggests that while the current market is under pressure, there may be increasing buying power on the sidelines, potentially setting the stage for a relief rally.

### Actionable Takeaways for Investors

1. **Assess Risk Tolerance:** Given the current market volatility and bearish sentiment, investors should reassess their risk tolerance and consider whether they are comfortable holding or increasing their positions in Bitcoin.

2. **Monitor Key Support Levels:** Keep an eye on the $96,000 support level. A sustained drop below this point could signal a more significant downturn.

3. **Consider Dollar-Cost Averaging:** For long-term investors, dollar-cost averaging—investing a fixed amount regularly—may be a prudent strategy to mitigate the effects of volatility.

4. **Stay Informed:** Keep abreast of macroeconomic developments, especially those related to interest rates, as these can significantly impact Bitcoin and other cryptocurrencies.

### Conclusion

Bitcoin’s recent drop below $100,000 reflects a complex interplay of market sentiment, macroeconomic factors, and investor behavior. While the current landscape appears challenging, there are signs of potential support and liquidity building that could set the stage for future rallies. Investors should remain vigilant and consider their strategies carefully as they navigate this turbulent market.

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