Bitcoin News Today: Institutions Double Down on Bitcoin Amid $1.3B Liquidations

Bitcoin's price has retreated below the $100,000 threshold, marking a 20% decline from its October peak near $124,500, as market volatility and macroeconomic pressures intensify, according to a Yahoo Finance report. The selloff, which has liquidated over $1.3 billion in crypto assets, reflects a broader risk-off sentiment driven by geopolitical uncertainties and shifting capital flows, the report adds. Analysts, however, suggest that while a path to new highs may take 2–6 months, structural factors and strategic buying by institutional players indicate the bull market remains intact.

The recent downturn has been exacerbated by large-scale sell-offs from Bitcoin whale investors and a surge in Treasury General Account (TGA) liquidity siphoning, which has drained $700 billion from markets during the U.S. government shutdown, according to a Yahoo Finance analysis. Bitcoin ETFs have also seen $187 million in outflows over four consecutive days, signaling institutional profit-taking amid global uncertainty, the earlier Yahoo report noted. Meanwhile, Bitcoin miners are pivoting to AI infrastructure, securing multi-billion-dollar contracts with tech giants like Microsoft and Amazon, leveraging their existing power capacity to meet surging computational demands in a Yahoo Finance feature.

Despite the near-term turbulence, strategic buying by institutional actors suggests underlying confidence. A dormant Bitcoin whale has re-entered the market, purchasing 800 BTC ($84.87 million) at an average price of $106,060, while The Smarter Web Company added 4 BTC to its treasury holdings, bringing its total to 2,664 BTC ($272 million), according to another Yahoo Finance report. Tether also joined the buying spree — acquiring $97 million in Bitcoin to stabilize its reserves. Such activity underscores a maturing market where institutional absorption and long-term treasury strategies are gaining prominence, as highlighted by a BeInCrypto analysis.

Technical indicators paint a mixed picture. Bitcoin's price currently hovers near $101,290, testing the $103,321 support level on the Keltner Channel, with bearish momentum reflected in the MACD histogram, the Yahoo Finance report notes. However, analysts at Swissblock note that holding above $100,000 creates a "critical confluence zone" for a potential rebound. JPMorgan's bullish $170,000 forecast for 2026 hinges on the market completing its deleveraging phase, while industry research firm Thorn has trimmed its 2025 target to $120,000, citing challenges like whale-driven ETF inflows and capital rotation into AI and gold.

The SEC's recent approval of in-kind redemptions for all spot Bitcoin and Ethereum ETFs, reported by CoinDesk, adds another layer of complexity, potentially easing liquidity constraints. Meanwhile, companies like Bit Digital continue to expand their Ethereum holdings, staking 86.3% of their 153,546.9 ETH to generate yields, according to a Morningstar release. Robinhood, too, is exploring Bitcoin treasury strategies, with its crypto-linked revenue surging 300% in Q3 2025, per a Yahoo Finance report.

Long-term optimism persists despite the correction. On-chain data reveals that 70% of Bitcoin remains in wallets untouched for months, signaling accumulated conviction, the Yahoo Finance Tether report noted. BitMEX analysts predict a "liquidity snap-back" once the government shutdown ends, aligning with Bitcoin's historical end-of-year strength, as covered in the earlier Yahoo Finance analysis. While short-term risks—such as geopolitical tensions and U.S. Supreme Court rulings on tariff powers—loom, the structural shift toward institutional-grade infrastructure and treasury strategies suggests the market is evolving beyond speculative retail dynamics, according to the BeInCrypto analysis.