The Breakdown Scott Besson Walks Into a Bitcoin Bar
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Nov 25, 2025 Bitcoin's recent struggles prompt discussions about potential bottom signals and the macro factors at play. Analysts highlight the impact of retail ETF flows on the market correction, while long-term investors cautiously re-enter. Scott Besson's media appearances stir debate on fiscal stimulus against a backdrop of tightening liquidity. The dual narratives of institutional buying and economic risk shape the ongoing discourse. As uncertainties linger, the implications for crypto and traditional markets are explored in depth.
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Early Signs Of A Bitcoin Bottom
- Bitcoin showed signs of stabilizing after a brutal drawdown with funding rates turning negative and weekend price recovery to ~$86k.
- Analysts see early bottom signals but caution it's too soon to call a sustained reversal.
Retail ETF Sellers Drove The Drawdown
- JP Morgan identified non-crypto investors, mainly retail ETF holders, as the primary sellers during November's correction.
- This suggests the sell-off reflected tactical rebalancing and unwind of October exuberance, not a wholesale retail capitulation.
Two-Speed Market: Shorts Versus Longs
- Short-term traders reacted to global risk-off while long-term investors began nibbling during the dip.
- ETF flows flipped late in the week with a meaningful net inflow despite large outflows earlier, hinting at tactical rebalancing.