In mid-November, Bitcoin markets are mired in FUD— fear, uncertainty, and doubt.
That’s because Bitcoin’s price— the all-important bellwether to the health of the entire cryptocurrency ecosystem— is taking a dive.
BTC Futures and ETFs Wipeout
Perpetual futures open interest on Bitcoin’s price, with 5x to 10x to 100x to even 200x leverage on the craziest exchanges, is looking very limp on BTC for the time being.
While these markets are so insane, even their own users call themselves “degenerates,” it can also sometimes be pretty indicative. Losses with 100x leverage are devastating. So futures traders can’t afford to be wrong for long.
Meanwhile, the regulated Bitcoin ETF traders on Wall Street are stampeding in November to sell their fund shares.
The resulting tsunami has bolstered stocks, but left Bitcoin holders high and dry, with a price below $95,000. That’s painful for some cryptocurrency investors, right after BTC traded for around $125,000 just 40 days ago on Oct. 6.
A New Paradigm for Bitcoin
But the steep course correction in BTC price and Wall Street ETF funds may be the growing pains of a significant paradigm shift.
Bitcoin’s price has fallen by much worse percentages than this before and still come back to deliver investors world-class returns within 18 to 24 months every time.
These steep corrections are also not only a feature of cryptocurrencies. They happen in U.S. stocks too. Although they occur with less frequency, they can be just as steep.
From 1985 to 2025, 1/3rd of all U.S. stocks collapsed by 95% or more. Most of that was in the high-flying Nasdaq tech stocks.A big price correction in Bitcoin— followed by an even bigger rally up to new record levels— is so normal in BTC markets, that “Bitcoin obituaries” have become a bit of a running joke. But dances on Bitcoin’s grave are becoming less frequent.
Here are the four signs in Q4 2025 that Bitcoin is just on the brink of better times.
1. It’s Not Capitulation, It’s Institutionalization
A Nov. report from Forbes Digital explains it all. According to expert analysts cited in the article:
Bitcoin is in a big transition in 2025, from early stage tech startup, to regulated, risk-managed, long-term owners with deep pockets.
It’s like Bitcoin’s IPO, not officially, but economically and practically, When that happens in the world of corporate capitalism, there’s often some market turmoil and depressed prices for a period until the new paradigm has taken form.JP Morgan’s CEO used to say Bitcoin was trash.Now the investment bank is forecasting a $170,000 Bitcoin price in 2026.Analysts for JP Morgan have also called a price bottom around $94,000.
2. Why Satoshi Era BTC Whales Selling Is Bullish
Some of the original Bitcoin whales from 2009 — 2015 are supposedly making an exit.
During this transition from shadowy Bitcoin Internet “whales” to big Wall Street banks like BlackRock and Fidelity, Bitcoin’s price is taking a dive because deep-sea monster-sized whales are selling.
But that’s not because something’s wrong or they’ve lost faith in Bitcoin.It’s because this is the first time in Bitcoin’s 17-year history that the early investors can make an exit with their well-deserved profits and not blow up the entire crypto sector.
A sell-off from them would have scared the pants off paper hands in 2017 or 2021. But today, with Wall Street’s even bigger investors showing an endless appetite for BTC, these OG whales can finally take their profits. Internet history salutes them!
3. Dec Fed Rate Cut Still On For Now
The Fed cut rates by 0.25% in October.Wall Street analysts expect another rate cut in December.
On Nov. 10, the CME’s Fed Watch tool priced in a 63% chance of a Fed rate cut next month.
One Fed governor is even calling for a 0.50% cut.
With job numbers potentially plunging after the six-week U.S. shutdown, the Fed may be even more likely to give markets another shot in the arm.
Although the rate cuts have had a less-than-desired effect on Bitcoin’s price so far, fundamentally, they remain positive. It may take some time for it to tick in, but it’s still considered a bullish factor.
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