• BitcoinZella
  • Posts
  • Bitcoin holds near 96K while capital rotates into majors

Bitcoin holds near 96K while capital rotates into majors

Price is stuck below 100K, but macro risk is mostly priced. Big flows favor Bitcoin and Ether over altcoins.

What we will talk about today...

Bitcoin cools at 96K, traders watch 100K breakout

ETF demand sets up long term Bitcoin squeeze

Retail hides in Bitcoin and Ether after October crash

Bitcoin cools at 96K, traders watch 100K breakout

BTC pauses after a run to two month highs. Traders focus on liquidity and resistance.

  • [Key level]: Price holds above 95,000 after a strong daily close over the 2025 open near 93,500.

  • [Resistance zone]: Traders watch 97,650 and 100,000 as levels that decide trend strength.

  • [Macro risk]: Geopolitics and a US tariff ruling sit in the background, but desks still treat dips as entries.

“Daily close over the yearly open gives good odds of trend toward 108,000,” said Charles Edwards.

ETF demand sets up long term Bitcoin squeeze

Bitwise CIO Matt Hougan sees spot ETF buying driving a sharp move once sellers step back.

  • [ETF flows]: Since January 2024, spot ETFs have taken in about 56.5 billion dollars and buy more than new BTC supply.

  • [Gold playbook]: Hougan points to gold, where years of steady central bank demand preceded a 65 percent jump in 2025.

“When ETF demand holds and seller supply thins, price moves much faster than most expect,” Hougan said.

What investment is rudimentary for billionaires but ‘revolutionary’ for 70,571+ investors entering 2026?

Imagine this. You open your phone to an alert. It says, “you spent $236,000,000 more this month than you did last month.”

If you were the top bidder at Sotheby’s fall auctions, it could be reality.

Sounds crazy, right? But when the ultra-wealthy spend staggering amounts on blue-chip art, it’s not just for decoration.

The scarcity of these treasured artworks has helped drive their prices, in exceptional cases, to thin-air heights, without moving in lockstep with other asset classes.

The contemporary and post war segments have even outpaced the S&P 500 overall since 1995.*

Now, over 70,000 people have invested $1.2 billion+ across 500 iconic artworks featuring Banksy, Basquiat, Picasso, and more.

How? You don’t need Medici money to invest in multimillion dollar artworks with Masterworks.

Thousands of members have gotten annualized net returns like 14.6%, 17.6%, and 17.8% from 26 sales to date.

*Based on Masterworks data. Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd

Retail hides in Bitcoin and Ether after October crash

Small traders left altcoins after the October 10 wipeout and moved back into majors.

  • [Rotation]: Wintermute reports retail, once net sellers of BTC and ETH, now lines up with institutions in favoring large caps.

  • [Altcoin fatigue]: Average altcoin rallies dropped to about 20 days in 2025, from 45 to 60 days in prior years, showing weaker conviction.

Retail now “prioritizes liquidity and resilience over peripheral risk,” Wintermute wrote.

CAN YOU PREDICT THE PRICE?

HOW DID WE DO? 🤷

🚀Stay sharp. The path to $150K won't be linear🚀

This article is not financial advice. Market conditions can change rapidly, and past performance does not guarantee future results