Bitcoin News Today: Institutional ETF Push Tests Bitcoin's $112k Hurdle

Bitcoin bulls are eyeing a critical $112,500 price level and renewed ETF inflows as potential catalysts for a market rebound, despite a recent slump that pushed the asset below $100,000 for the first time in three months. Institutional demand, once a pillar of Bitcoin's rally, has cooled sharply, with BlackRock's spot BTC ETF inflows plummeting 90% from peaks above 10,000 BTC per week to below 1,000 BTC recently, according to a Coinotag report. Meanwhile, BlackRock's expansion into Australia with its iShares Bitcoin ETF (IBIT) in mid-November 2025, as Coinpedia reported, highlights ongoing institutional interest in regulated crypto exposure, even as broader market jitters persist.

The recent selloff has wiped over $1 trillion from the crypto market, with Bitcoin tumbling 6% to $101,290 on Nov. 4, 2025, according to Yahoo Finance. Over 339,448 traders were liquidated in 24 hours, totaling $1.3 billion in losses. BlackRock's transfer of 2,042 BTC ($213 million) and 22,681 ETH ($80 million) to Coinbase, as BeInCrypto reported, intensified fears of further declines, as large institutional movements often precede profit-taking or strategic rebalancing. Analysts warn that Bitcoin's thin support near $100,000 could collapse, sending prices lower.

Yet, amid the turmoil, ETFs remain a bright spot. BlackRock's U.S. iShares Bitcoin Trust, which attracted $205 billion in net inflows during Q3 2025, continues to draw institutional capital, as Cryptonews reported. JPMorgan's latest 13F filing revealed a 64% quarter-over-quarter increase in its IBIT holdings, now valued at $343.5 million, according to TS2 Tech, underscoring the bank's bullish stance. Grayscale's Bitcoin Mini Trust ETF also reported a 15% rise in net assets to $5.46 billion as of Sept. 30, 2025, based on a TradingView report, driven by price appreciation and share creations.

Market dynamics, however, remain volatile. U.S.-China trade tensions and the prolonged government shutdown have dampened risk appetite, according to a Mitrade analysis, while on-chain metrics show negative apparent demand aligning with historical local bottoms, as noted by Coinotag. CryptoQuant's Julio Moreno observed that current supply pressures exceed absorption capacity, but long-term demand growth remains intact, per Coinotag's coverage.

Bitcoin's path to recovery hinges on renewed institutional buying and resolution of macroeconomic headwinds. If the $112,500 resistance level is breached, analysts like Shawn Young of MEXC Research suggest a retest of the all-time high of $126,000 could follow, as The Economic Times reported. For now, bulls are pinning hopes on ETF inflows and a stabilization in institutional sentiment to reignite the rally.