The Bitcoin Layer INSIDE THE SELLOFF: Bitcoin, Sanctions, & The Liquidity Drain
22 snips
Nov 17, 2025 Dive into the sharp decline of Bitcoin and the liquidity crisis gripping markets. Nik examines how volatility in stocks and bonds, along with Lukoil's asset sales, is draining capital. Key support levels for Bitcoin are highlighted, with a focus on the critical $87,000 to $88,000 range. The discussion extends to comparing Bitcoin's performance against gold and anticipates future income-driven liquidity shifts expected in 2026. Don't miss insights into market correlations and the implications of a strengthening dollar.
AI Snips
Chapters
Transcript
Episode notes
Critical $87k–$88k Bitcoin Support
- Bitcoin recently erased all 2025 gains and fell over 30% from its all-time highs.
- The $87k–$88k trendline is critical support that will define whether the bull trend stays intact.
Deleting A Misleading Trendline
- Nik removed a previously watched orange trend line after price failed to respect it.
- He emphasized avoiding confirmation bias and deleting irrelevant chart lines.
Lukoil Sales Drain Market Liquidity
- The Lukoil divestiture and related U.S. Treasury sanctions are forcing asset sales and drawing capital from risk markets.
- Buyers may need to fund purchases from existing capital, triggering liquidations in stocks and other assets.