Bitcoin News Today: Bitcoin Falls Below $95K as ETFs Drain $3.2B, Institutional Demand Fades

Bitcoin fell to a six-month low below $95,000 on Nov. 17, 2025, as a confluence of ETF outflows, waning institutional demand, and a breakdown of key technical support levels intensified selling pressure. The world's largest cryptocurrency by market capitalization has lost nearly 25% from its October 6 peak of $126,000, marking one of its most volatile periods in recent history. According to analysts, the decline is attributed to a combination of macroeconomic uncertainty, reduced Federal Reserve rate-cut expectations, and a shift in investor sentiment toward more stable assets.

Digital asset products have seen $3.2 billion in outflows over three weeks, with U.S. spot Bitcoin ETFs alone losing $1.1 billion in the latest week—a record fourth-largest weekly outflow according to reports. The exodus coincided with Bitcoin's nearly 10% drop to $95,740, raising concerns about the slowing momentum of institutional demand. Matrixport, a crypto analytics firm, described the selloff as the start of a "mini bear market," citing fading ETF inflows and reduced exposure from long-term holders. Meanwhile, Solana ETFs continued to attract capital, though the broader crypto market saw widespread weakness, with Ether and Solana falling over 11% and 15%, respectively.

Bitcoin's price collapse below the 50-week simple moving average (SMA) of $102,868 has invalidated a key bullish pattern that had supported multiple rallies since early 2023. The breakdown mirrors a similar erosion in MicroStrategy's (MSTR) stock price, where a breach of the 50-week SMA historically signaled extended sell-offs. Traders are now viewing the $94,000 level as a critical short-term floor, with analysts warning that any bounce near $102,868 could face renewed selling pressure.

Despite the broad selloff, institutional demand for Bitcoin has not disappeared entirely. MicroStrategy disclosed a $835.6 million purchase of 8,178 BTC at an average price of $102,171, marking its largest accumulation since July. CEO Michael Saylor reiterated the firm's commitment to Bitcoin as a treasury asset, dismissing rumors of liquidation and emphasizing a "multi-year horizon" for digital capital accumulation. Saylor also outlined ambitions to build a $1 trillion Bitcoin-backed balance sheet, leveraging the asset's long-term appreciation to issue over-collateralized credit products.

As volatility spurs demand, JEXAI, an AI-powered blockchain platform, has launched smart contracts designed to optimize crypto yields through dynamic energy allocation and multi-currency configuration. The platform claims to reduce electricity costs by over 60% while dynamically adjusting computing power for BTC, DOGE, and ETH. JEXAI's user-friendly interface aims to democratize access to passive income, targeting both novice and experienced investors seeking to hedge against market swings.

While the immediate outlook remains bearish, some analysts see potential for a rebound as liquidity conditions improve. According to Caladan Research 's Derek Lim, the U.S. government's resumption of normal operations and Japan's proposed $110 billion stimulus package could reflate global liquidity. Additionally, the Federal Reserve's anticipated end to quantitative tightening in December may provide a tailwind. Technical indicators, however, remain mixed: Bitcoin must hold above $88,000 to avoid further declines, with a weekly close below the 50-week SMA of $103,000 seen as a critical bearish signal.

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