• BitcoinZella
  • Posts
  • Bitcoin tests key support as ETFs, whales, and corporates drive fast shifts in supply and sentiment.

Bitcoin tests key support as ETFs, whales, and corporates drive fast shifts in supply and sentiment.

Price pressure is building near 90,000. Flows, whale behavior, and corporate moves now decide whether the next leg is a rebound or a deeper reset.

AuthorAuthor

Joe G & Money Talks
November 15, 2025 • Estimated Reading Time: 6 minutes

In partnership with

What we will talk about today...

Bitcoin loses 365-day trend, risks sub 90,000

Strategy moves 58,915 BTC, NAV drops below 1

Ki Young Ju flags three rebound triggers

BTC hits six-month low as AI jitters spread

Bitcoin loses 365-day trend, risks sub 90,000

BTC slipped under its 365-day moving average and tagged the mid 90,000s. Recent buyers are under stress, which raises the risk of a deeper pullback.

  • [365-day MA near 102,000]: Staying below for several weeks often leads to larger retracements.

  • [Cost basis pressure at 94,600]: Many 6 to 12 month holders flipped to unrealized losses.

  • [Support map]: First zone 92,000 to 95,000. Next 85,000 to 90,000. Bear case 75,000 to 82,000.

“Remaining below this line for several weekly closes triggers deeper retracements.”

“Bitcoin’s ability to reclaim the 365-day moving average will determine the depth of the correction.”

Strategy moves 58,915 BTC, NAV drops below 1

A 5.77 billion dollar wallet transfer sparked sell rumors. Analysts read the move as custody reshuffling, not distribution, while MSTR’s NAV multiple dipped below 1.

  • [Wallet transfer scope]: 58,915 BTC moved, bots and algos sold into headlines.

  • [NAV multiple under 1]: Market priced MSTR below the value of its BTC minus liabilities.

  • [Liquidation risk view]: Analyst base case sees no forced selling if shares hold near 183 by 2027.

The Smartest Free Crypto Event You’ll Join This Year

Curious about crypto but still feeling stuck scrolling endless threads? People who get in early aren’t just lucky—they understand the why, when, and how of crypto.

Join our free 3‑day virtual summit and meet the crypto experts who can help you build out your portfolio. You’ll walk away with smart, actionable insights from analysts, developers, and seasoned crypto investors who’ve created fortunes using smart strategies and deep research.

No hype. No FOMO. Just the clear steps you need to move from intrigued to informed about crypto.

“Arkham AI supposes this is wallet rebalancing rather than distribution. The market is reacting, and the bots are selling.”

Ki Young Ju flags three rebound triggers

The CryptoQuant founder points to rising realized cap, easing old-coin selling, and a softer macro bite as the setup for a bounce.

  • [Realized cap 1.12 trillion dollars]: New buyers keep lifting cost basis, with 2.6 to 3.1 billion dollars of weekly inflows.

  • [OG whale cooldown]: Long-term holder spending slowed after a sharp early-month spike.

  • [Macro relief]: A pause in dollar strength and real yields could unlock a quick recovery.

“Capital is still flowing into the asset.”

“If macro sentiment stops tightening, inflows and reduced whale selling give Bitcoin enough fuel for a recovery.”

BTC hits six-month low as AI jitters spread

Tech weakness and ETF outflows pulled BTC to 94,590. Derivatives show cautious positioning, not capitulation.

  • [ETF outflows 1.15 billion dollars in two days]: Less than 1 percent of AUM, but sentiment took a hit.

  • [Leverage reset 900 million dollars]: Long liquidations were under 2 percent of open interest.

  • [Pro trader stance]: Binance whales added on the dip, OKX whales cut risk after 98,000 failed.

“Recession risks have increased as the lower ends of the income distribution for households struggles with the affordability crunch.”

“Contagion could spread through the broader economy.”

CAN YOU PREDICT THE PRICE?

Bitcoin Price Prediction for Tomorrow?🤔

Login or Subscribe to participate in polls.

HOW DID WE DO? 🤷

We read every comment submitted in this poll and love to hear what you guys have to say. 😁 (bonus points for suggestions 🍪) What did you think of today's Newsletter? Don't worry, you won't hurt our feelings... 🥲

Login or Subscribe to participate in polls.

🚀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