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- 😭 Why Bitcoin's Drop Is Orderly Destruction
😭 Why Bitcoin's Drop Is Orderly Destruction
Plus, Tom Lee predicts more trouble ahead.
Ivan
November 06, 2025
Happy Thursday!
Bitcoin has dripped to $100,000 in a matter of weeks — but it’s not a panic move, rather an orderly distribution by whales.
Tom Lee said Bitcoin remains highly sensitive to liquidity conditions — here’s why that means a drop to $94,000 could be next.
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TOP STORY
Bitcoin's drop to the $100,000 mark signals fading demand and steady long-term holder (LTH) selling, according to a new report.
The market remains oversold but not capitulated, with defensive risk sentiment across spot, ETF and derivatives markets, Glassnode reports.
Bitcoin has failed to reclaim the Short-Term Holders’ (STH) cost basis (~$112,500) — a sign that bullish momentum has weakened.
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QUICK N DIRTY
Bitcoin, Ethereum, Dogecoin, XRP are consolidating and trying to hold on to key levels after the recent downswing: here’s what’s driving the market today.
Robinhood CEO Vlad Tenev may make a Michael Saylor-like move on Bitcoin; however, he is still ‘thinking about it.’
Zcash has outperformed BTC, ETH and every other cryptocurrency by a lot over the past three months: what’s driving the rally?
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FINTECH FOCUS
Fundstrat’s Tom Lee has warned that tightening market liquidity and risk headwinds continue to weigh on Bitcoin and other cryptocurrencies.
Speaking on CNBC on Wednesday, Lee said Bitcoin remains "highly sensitive to liquidity conditions" and broader market risk sentiment.
He pointed to a mix of macro headwinds — from the U.S. government shutdown to a hawkish Federal Reserve stance — as elements weighing on digital assets.
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