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- Bitcoin stuck below 94K while liquidity thins and smart money shifts
Bitcoin stuck below 94K while liquidity thins and smart money shifts
Bitcoin lags other risk assets as liquidity contracts and large players move coins to exchanges. You watch flows, key levels, and ETF data to time entries, not headlines.
Joe G & Money Talks
December 11, 2025 • Estimated Reading Time: 6 minutes
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What we will talk about today...
Liquidity squeeze caps Bitcoin below 94,000 dollars
Ether ETF flows return while ETH holds near 3,200 dollars
SpaceX and BlackRock move 296 million dollars in Bitcoin to Coinbase Prime
Fidelity calls Bitcoin a “lone loser” as stocks surge
Bitcoin trades near 90,000 dollars after repeated failures at 93,000 to 94,000 dollars, even after a Fed rate cut.
[Stablecoin drain]: ERC-20 stablecoin inflows dropped from 158 billion dollars in August to 76 billion dollars, cutting fresh buying power on exchanges.
[Key levels]: Liquidity sits near 94,000 to 98,000 dollars, while a break below 88,000 dollars would expose 84,000 to 80,600 dollars as downside targets.
“Stablecoin inflows keep shrinking, so bids struggle to absorb sell pressure,” said analyst Darkfost.
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Ether ETF flows return while ETH holds near 3,200 dollars
Ether trades around 3,200 dollars after rejection at the 200 day EMA, with ETF demand starting to recover.
[ETF demand]: Spot ETH ETF assets climbed from 16.8 billion to 21.5 billion dollars since Nov. 21, a 28 percent rise.
[Taker shift]: Net taker volume improved from about minus 500 million dollars to minus 138 million dollars, showing weaker aggressive selling and early buyer interest.
Glassnode noted “the first signs of life” in spot ETH ETFs after weeks of outflows.
SpaceX and BlackRock move 296 million dollars in Bitcoin to Coinbase Prime
Two major holders sent large BTC transfers to Coinbase Prime hours before the Fed rate cut, raising questions about future supply.
[SpaceX flows]: SpaceX moved 1,021 BTC worth around 94 million dollars after a 1,083 BTC transfer five days earlier, continuing a series of weekly moves.
[BlackRock flows]: BlackRock sent 2,196 BTC worth about 203 million dollars, while a related ETF bought roughly 191 million dollars in BTC and 55 million dollars in ETH in the same window.
“These flows blur the line between simple custody moves and preparation for liquidity events,” one analyst said.
Fidelity calls Bitcoin a “lone loser” as stocks surge
Fidelity’s Jurrien Timmer says Bitcoin underperforms stocks despite easier Fed policy and strong earnings.
[Weaker trend]: Bitcoin trades below a key upward trend line, with each cycle since 2010 showing smaller gains and longer durations.
[Treasury pressure]: Bitcoin treasury products once seen as a yield tailwind now add downside risk as those holders consider selling.
“Bitcoin has been the lone loser this year in terms of performance,” Timmer said, pointing to stronger equity markets and firm risk appetite elsewhere.
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This article is not financial advice. Market conditions can change rapidly, and past performance does not guarantee future results