$BTC What’s Going Wrong: Headwinds on $BTC

• November 2025 was rough: BTC dropped over 20% in the month — one of its worst monthly performances since 2022 — largely driven by forced liquidations and a broader shift away from speculative assets. 

• According to Bitwise Asset Management, BTC is currently “pricing in a worse macro outlook” than that during the 2020 COVID-19 shock or the 2022 meltdown involving another crypto crash. 

• Technical pressure: recent resistance at ≈ USD 92,000–93,000 forced a sell-off, sending price toward the ≈ USD 86,000–88,000 zone, with risk of revisiting levels as low as USD 78,000 if support fails. 

🔎 What Could Support a Rebound: Bullish Catalysts & Structural Strengths

• The supply-demand dynamics remain supportive: the effect of the 2024 “halving” — which cut new Bitcoin supply — continues to ripple through 2025 and early 2026, potentially tightening supply further. 

• Institutional adoption remains strong: more funds, institutions and large investors are reportedly eyeing or increasing BTC allocations — which tends to smooth volatility and adds capital stability. 

• Some analysts see technical setups: oversold indicators (e.g. RSI, support zones) suggest possible bounce zones, making a short-to-medium-term rebound toward USD 95,000–98,000 plausible — though upside beyond that remains uncertain. 

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BTC
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92,917
+2.26%