Bitcoin Breaks Below $100K: Is It Over? | REKT Vision (November 14, 2025)

Nov 14, 2025

This week, Gmoney, a savvy crypto investor and on-chain analysis expert, joins Mando to tackle the complicated state of cryptocurrencies. They dive into Bitcoin's recent drop below key levels and explore the bearish market sentiment. The duo connects recent crypto weaknesses to AI trends and discusses how macro headlines influence market psychology. Gmoney also shares insights on institutional interest versus retail sentiment and evaluates the potential impacts of regulatory changes on the sector.

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INSIGHT

Macro And AI, Not Crypto, Drove The Drop

Crypto's recent drop is driven more by macro risk-on/off and AI trade wobble than by crypto-native fundamentals.
ETF outflows and MNav dips amplified selling but didn't originate the weakness.

ADVICE

Wait For 103K To Prove Strength

Respect technical levels: wait for Bitcoin to reclaim 103k before resuming aggressive dip-buying.
De-risk positions when key 50-week moving averages fail and trade bounces look like 'buying the bounce' only.

ANECDOTE

Cantor Fitzgerald: Institutions Are Doing The Work

At Cantor Fitzgerald, institutional attendees were 'crypto curious' and doing real work on the space.
GMONEY saw more serious institutional engagement than five years ago, not outright buying yet.

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🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Gmoney. They discuss the biggest narratives and themes driving cryptocurrencies right now, including the bearish sentiment, price action, ETF inflows, Fed expectations, and much more. 🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWF 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing 📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.

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