Federal Reserve expectations shifted sharply. Rate-cut odds for December rose from 40% to almost 70% within one week. This change supported part of Bitcoin’s weekend recovery. Yet analysts monitored ongoing risks linked to inflation concerns and slower transitions into quantitative easing.
Digital asset treasuries traded below their net asset value. This limited their ability to accumulate during the downturn. Spot Bitcoin and Ethereum ETFs also traded in negative territory, adding pressure.
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Options data pointed to a cautious stance. Traders added large put positions for December 2025, mostly in the $80,000 to $85,000 range. This build-up suggested active downside protection across the market.
Analysts tracked the possibility of a temporary move into the mid-$70,000 range before a rebound toward $90,000 by year-end, depending on Federal Reserve signals. Market sentiment stayed in extreme fear territory although it improved after the weekend bounce. Could rising dip-buying interest offset heavy long liquidations?