Bitcoin Rebounds After Leverage Shakeout, ETF Inflows May Drive Toward $100K

• Open interest plunged to $28 billion, resetting trader leverage and paving the way for recovery.

• Taker Buy/Sell Ratio at 1.06 indicates persistent buying pressure post-washout.

• U.S. spot Bitcoin ETFs recorded $151 million inflows since November 21, 2025, reversing prior $3.09 billion outflows and supporting price stability.

Discover why Bitcoin’s rebound after the open interest shakeout signals bullish momentum. Explore ETF inflows and retail trends driving BTC toward $100K. Stay informed on crypto market recovery now.

What triggered Bitcoin’s rebound after the open interest shakeout?

Bitcoin’s rebound was primarily triggered by a significant reduction in open interest, which fell from $45 billion to $28 billion, clearing excess leverage and liquidating overstretched positions. This shakeout, one of the largest in the current cycle, reset market dynamics and improved key indicators like the Taker Buy/Sell Ratio to 1.06, favoring buyers. As a result, BTC reclaimed the $90,000 level after dipping to its lowest since April on November 20, 2025.

How are renewed ETF inflows influencing Bitcoin’s price recovery?

U.S. spot Bitcoin exchange-traded funds shifted to positive territory with $151 million in inflows starting November 21, 2025, following $3.09 billion in net outflows between November 12 and 20. This reversal mirrors September 2024 patterns when similar inflows preceded a rally from $53,900 to a historic $106,000 by December. Farzam Ehsani, CEO of VALR, stated, “The broad-based inflows into U.S. spot ETFs may represent an early signal that institutional liquidity is re-entering the digital asset market after weeks of aggressive de-risking.” Macro factors, including pro-crypto political developments like the U.S. election outcome, further bolster demand. Sovereign entities, such as the Czech National Bank and Luxembourg’s sovereign wealth fund, have disclosed Bitcoin ETF exposures, potentially amplifying institutional interest. Data from CoinGlass highlights this momentum, suggesting sustained inflows could propel Bitcoin higher.

Source: CryptoQuant

The liquidation event not only balanced the market but also aligned with historical patterns where such resets precede upward trends. Bitcoin’s Fear and Greed Index hit 12 during the dip, a level tied to panic selling, yet the quick recovery underscores underlying strength.

Frequently Asked Questions

What caused the recent drop in Bitcoin’s open interest to $28 billion?

The drop in Bitcoin’s open interest to $28 billion stemmed from a major shakeout that liquidated positions amid over-leveraging. Traders exited en masse, reducing outstanding contracts from $45 billion and clearing excess longs, as reported by CryptoQuant. This reset improved market health and contributed to the subsequent rebound above $90,000.

Will Bitcoin reach $100,000 soon based on current ETF trends?

Bitcoin could approach $100,000 if ETF inflows continue at the current pace of $151 million since November 21, 2025, and retail selling eases. Historical data from CoinGlass shows similar reversals led to significant rallies, like the 2024 surge to $106,000. Institutional re-entry and macro support make this a plausible near-term target when spoken aloud for voice searches.

Source: CoinGlass

Key Takeaways

• Open Interest Reset: The plunge to $28 billion eliminated excess leverage, creating a healthier market foundation for Bitcoin’s rebound.
• ETF Inflow Momentum: $151 million in fresh capital since November 21, 2025, signals institutional confidence, echoing past rallies.
• Retail Selling Pressure: Despite $373.6 million in spot outflows, positive STH-SOPR at 1.066 indicates profitable exits that could ease and support upward moves.

Source: CoinGlass

Short-term holders continue to realize profits, with the STH-SOPR metric at 1.066 reflecting bullish undertones even amid outflows. As retail participation stabilizes, combined with institutional buying, Bitcoin’s path to $100,000 appears viable. At the time of this analysis, BTC hovered around $91,450, demonstrating resilience post-shakeout.

Conclusion

Bitcoin’s rebound after the open interest shakeout highlights a market poised for recovery, driven by leverage resets and renewed ETF inflows totaling $151 million since late November 2025. While retail selling persists at $373.6 million in spot outflows, positive indicators like the Taker Buy/Sell Ratio and STH-SOPR suggest diminishing headwinds. As institutional demand grows, supported by macro tailwinds, Bitcoin could target $100,000—monitor these trends for investment opportunities in the evolving crypto landscape.