x
"Bitcoin crashed below $100K, over $1B in liquidations hit, and the Fear & Greed Index plunged into Extreme Fear, all while headlines stay bullish. In this video, Guy breaks down who’s selling, why the market dropped so fast, and what it means for the rest of 2025.
From ETF outflows to miner selling and shifting Fed policy, this episode reveals the truth behind crypto’s “two-faced” market, retail fear versus institutional opportunity and whether this crash is the start of a bear market or a setup for a comeback."
~ Coin Bureau
The video discusses the brutal correction in the Bitcoin market, where the price dropped below $100,000 following an all-time high of over $126,000 in October 2025. This sell-off was a perfect storm of pressure, including institutions taking profits, long-term holders distributing coins to exchanges, miners selling off assets due to rising operational costs, and even corporate treasuries selling Bitcoin to service debt. The final blow was a catastrophic liquidation cascade that wiped out over $1.27 billion in leveraged long positions. This selling pressure occurred despite positive headlines such as the Federal Reserve cutting rates, major crypto legislation being signed into law, and a wave of altcoin ETFs waiting for approval, leading to a market defined by a divergence between retail fear and institutional opportunity.
While crypto markets bled, traditional markets like the S&P 500 and gold held strong, a divergence attributed to factors like capital rotation into sectors such as AI and semiconductors, market exhaustion in crypto, and macro headwinds like a strengthening US dollar following the Fed's "higher for longer" narrative. Although Bitcoin technically entered a bear market after a 20% drop and breaking below its 200-day exponential moving average, the video suggests powerful catalysts could lead to a recovery. These include the crash being a necessary purge of excess leverage without systemic failure, a shifting macro environment with the Fed pivoting to rate cuts, and the official end of quantitative tightening. Furthermore, the ongoing US government shutdown is holding up a wave of anticipated spot altcoin ETF approvals, which is expected to unlock a flood of institutional capital into the ecosystem upon resolution.
0:00 – Intro
1:40 – Hidden Leverage & The $126K Peak
2:35 – Who’s Selling?
5:10 – Why Crypto’s Bleeding While Stocks Boom
7:20 – Bear Market or Healthy Reset?
9:45 – Recovery Catalysts Ahead
Source - Coin Bureau YouTube: https://www.youtube.com/watch?v=0BQkVDE8V5U
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
