BTC Holding Key Support…For Now

Bitcoin prices on watch today into key US data as the futures market attempts to stabilise following a fresh plunge lower yesterday. BTC traded down to test the June lows around the $100k level, falling as low as $99,250 before bouncing. The $100k level is a major psychological level for the market and bulls risk a much deeper and longer-run correction if this level goes. While it holds as support, however, an eventual rebound higher remains the focus.

US Data on Watch

Today, the US ADP print will be the main driver for markets. Given the sizable reaction we’ve seen in risk assets on the back of the Fed re-evaluation following the FOMC, there is plenty of volatility risk today. Rate cut expectations for December have dropped sharply, reflected in the plunge we’ve seen in BTC. If today’s data shows a fresh rise in jobs, particularly if above forecasts, this should see easing expectations dropping further, leading USD higher and BTC lower accordingly.

Huge ETF Outflows

Institutional outflows have been a key factor in the sell off this week. On Tuesday, ETFs recorded net outflows of $579 million, the largest one-day exodus of capital since August 1st. Over the last 5 days, just under $2 billion worth of longs have exited the BTC ETF space with BTC down around 10% this week as a result. While this dynamic continues, BTC looks vulnerable to further weakness near-term though yesterday’s outflows could also mark a capitulation point for now, setting up a recovery move.

Technical Views

BTC

For now, BTC is sitting on support at the $100k mark, within the lower part of the bull channel. Bulls need to get back above $108,855 to alleviate bearish risks and put focus back on a return to YTD highs. If we slip below $100k, however, the bull channel lows and $91,750 mark will be the next support to watch.