Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesEarnWeb3SquareMore
Trade
Spot
Buy and sell crypto with ease
Margin
Amplify your capital and maximize fund efficiency
Onchain
Going Onchain, without going Onchain!
Convert & block trade
Convert crypto with one click and zero fees
Explore
Launchhub
Gain the edge early and start winning
Copy
Copy elite trader with one click
Bots
Simple, fast, and reliable AI trading bot
Trade
USDT-M Futures
Futures settled in USDT
USDC-M Futures
Futures settled in USDC
Coin-M Futures
Futures settled in cryptocurrencies
Explore
Futures guide
A beginner-to-advanced journey in futures trading
Futures promotions
Generous rewards await
Overview
A variety of products to grow your assets
Simple Earn
Deposit and withdraw anytime to earn flexible returns with zero risk
On-chain Earn
Earn profits daily without risking principal
Structured Earn
Robust financial innovation to navigate market swings
VIP and Wealth Management
Premium services for smart wealth management
Loans
Flexible borrowing with high fund security
Bitcoin News Today: Is Bitcoin’s Recent Sell-Off Driven by Corporate Debt Reduction or Market Manipulation?

Bitcoin News Today: Is Bitcoin’s Recent Sell-Off Driven by Corporate Debt Reduction or Market Manipulation?

Bitget-RWA2025/11/08 04:22
By:Bitget-RWA

- Bitcoin fell below $100,000 on Nov. 4, 2025, with $1.3B in liquidations as whales and firms like Sequans sold BTC to reduce debt. - Analysts argue sellers may amplify bearish narratives via social media to profit from lower prices, while corporate treasury strategies face risks amid falling prices. - On-chain data shows moderate unrealized losses (3.1% stress level), suggesting potential stabilization, though some warn a $56,000 cascade could follow a $100,000 break. - Diverging strategies emerge: Americ

Recent swings in Bitcoin’s price have sparked renewed debate among analysts about whether negative market sentiment is being intentionally magnified by sellers aiming to push prices down. On November 4, 2025, Bitcoin dropped below $100,000 for the first time in three months, resulting in over $1.3 billion in liquidations, with

making up $445 million of those losses, . The decline happened alongside increased selling from major holders, known as "whales," as well as companies like , which sold 970 BTC—valued at $94.5 million—to pay down debt, .

On the Mr. M Podcast, Bitcoin analyst PlanC suggested that some traders who have exited their positions may be deliberately spreading bearish sentiment to profit from falling prices. "When you sell, it’s because you expect a bear market," PlanC explained, adding that these individuals often use social media to promote negative outlooks,

. This trend fits into a broader context of market stress, including a slowdown in corporate Bitcoin treasury strategies, where companies that borrowed to buy now face greater risk as prices decline, according to CryptoNews.

The latest drop comes amid a wider correction in the crypto sector, with Bitcoin shedding 20% from its October peak near $124,500.

Bitcoin News Today: Is Bitcoin’s Recent Sell-Off Driven by Corporate Debt Reduction or Market Manipulation? image 0
Contributing factors include global economic worries, such as U.S. Supreme Court discussions on tariff enforcement that have reignited trade war concerns, as noted by Yahoo Finance, and a decrease in institutional investment. U.S. spot Bitcoin ETFs saw $187 million in outflows on November 3, indicating that institutions are taking profits amid uncertainty, the same Yahoo Finance report noted.

Corporate Bitcoin reserves, once viewed as a stabilizing influence, are now under the microscope. Sequans’ move to reduce leverage and American Bitcoin Corp.’s recent acquisition of 139 BTC—bringing its total to 4,004 BTC—showcase contrasting strategies, according to CryptoNews. While firms like American Bitcoin see price dips as buying opportunities, others, such as

, are focusing on cutting debt as liquidity tightens.

Despite the prevailing pessimism, some market observers believe the current pullback could represent a period of accumulation rather than the onset of a new bear market. On-chain analytics from platforms like Glassnode reveal that unrealized losses remain moderate compared to previous bear cycles, with Bitcoin’s stress level at 3.1%—well below the 10% mark that typically signals capitulation,

. PlanC suggested that $98,000 might act as a significant support level, and there’s a “good probability” that the recent low could be the bottom, as TradingView reported.

However, not all analysts are convinced. Bloomberg’s Mike McGlone cautioned that if Bitcoin falls below $100,000, it could trigger a further slide to $56,000, citing its strong correlation with the S&P 500 and broader market risks, as Yahoo Finance reported. Meanwhile, Michael Saylor’s company, Strategy (formerly MicroStrategy), continued to aggressively accumulate Bitcoin, raising $715 million through preferred shares to buy more BTC even as its own stock price declined,

.

The complex interplay between corporate decisions, macroeconomic developments, and self-interested market narratives highlights the multifaceted nature of Bitcoin’s current market phase. While some sellers may be amplifying negative sentiment, both institutional activity and on-chain data suggest the market could find stability before any extended downturn takes hold.

0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

PoolX: Earn new token airdrops
Lock your assets and earn 10%+ APR
Lock now!

You may also like

Canada Strikes a Balance Between Stablecoin Advancements and a $10M Risk Management Framework

- Canada’s 2025 budget introduces a $10M stablecoin framework, requiring reserve transparency and consumer safeguards to balance innovation with financial stability. - The Bank of Canada will oversee compliance, aligning with global efforts as stablecoin transactions surpass $4 trillion annually, driven by adoption in hyperinflationary economies. - Critics warn of regulatory overlaps disadvantaging Canadian firms, while institutions flag risks like $1 trillion in emerging market deposits shifting to stable

Bitget-RWA2025/11/08 09:08
Canada Strikes a Balance Between Stablecoin Advancements and a $10M Risk Management Framework

ICP Caffeine AI: Revolutionizing Blockchain with Advanced AI Technology

- ICP Caffeine AI, developed by Dfinity, merges AI and blockchain to enable no-code app development via natural language prompts and Motoko's secure programming framework. - The platform's integration with ICP's decentralized infrastructure and orthogonal persistence attracted 2025 hackathon participants, showcasing its developer accessibility. - ICP's token surged 45% to $5.20 in November 2025, driven by expanded prompt capabilities and Hong Kong's institutional push for AI-tokenized infrastructure adopti

Bitget-RWA2025/11/08 09:08
ICP Caffeine AI: Revolutionizing Blockchain with Advanced AI Technology

Ethereum Updates: Meme Coins Thrive Amid Crypto Downturn – Breakthrough Innovation or Speculative Craze?

- Crypto investors turn to high-risk meme coins amid market volatility, with Solana outpacing Ethereum in app revenue despite ETH's 4.47% drop. - Noomez, a Solana-based meme coin, introduces a deflationary burn mechanism and structured roadmap to differentiate from hype-driven projects. - MoonBull surges 7,244% in presale, drawing comparisons to SPX6900, but faces skepticism over sustainability and regulatory risks. - Analysts warn meme coins lack fundamentals, relying on social media momentum as tradition

Bitget-RWA2025/11/08 08:54

Solana's Abrupt Price Swings: Causes Behind the Drop and Implications for Cryptocurrency Investors

- Solana's on-chain metrics show strong transaction volume (543M/week) and DEX activity ($29B), but prices fluctuated between $140-$160 recently. - Liquidity risks emerge as TVL declines 11% from Q3 peak to $10.2B, while stablecoin market cap drops 8.16% to $13.8B, exacerbating volatility. - Validator activity reveals mixed signals: retail futures OI rises 2.73% to $7.64B, but institutional inflows remain inconsistent with $9.7M net ETF inflows. - Developer initiatives like Circle's 7.5B USDC mint and BPC

Bitget-RWA2025/11/08 08:52
Solana's Abrupt Price Swings: Causes Behind the Drop and Implications for Cryptocurrency Investors