Blockchain analytics firm Santiment cautions that widespread declarations of a Bitcoin bottom following its drop below $95,000 may signal a temporary relief rally rather than a genuine market reversal. The firm notes that authentic market lows typically form during peak pessimism, not when traders publicly announce the worst has passed. Social sentiment has rapidly shifted from fear to optimism across platforms including X, Telegram, Reddit, and Discord.

Strategy transferred 43,415 BTC worth approximately $4.26 billion across more than 100 addresses on November 14. Blockchain analytics firm Arkham determined the movements were part of a two-week custodial migration between Coinbase Custody and a new provider, not market liquidation.

Harvard University increased its stake in BlackRock's IBIT Bitcoin ETF from 1.9 million shares to 6.81 million shares by the end of September, bringing the position's value to approximately $442.8 million, according to regulatory filings. The institution also nearly doubled its gold ETF holdings to about $235 million during the same period. The expansion came as Bitcoin ETFs faced substantial outflows, with nearly $870 million exiting in a single session on Thursday, followed by another $492 million the next day.

Bitcoin has fallen below $100,000, trading as low as $94,700 amid an extended correction. Market analyst Ali Martinez highlights a recurring 1,064-day bull cycle pattern that suggests the current rally may have already peaked. The pattern has appeared in previous cycles, raising concerns about a potential market downturn.

Bitcoin dropped to its lowest level in six months as concerns mounted over U.S. monetary policy and market liquidity conditions. The New York Federal Reserve held a meeting with major Wall Street banks to discuss tightening money-market conditions and increased usage of emergency lending facilities. Technical indicators show Bitcoin has reached its most oversold level since 2023, according to market data.

BlackRock's IBIT ETF recorded $463.10 million in net outflows during a single trading session, marking the firm's largest Bitcoin exit since launching its cryptocurrency product. Combined with withdrawals from Fidelity and Grayscale, total outflows approached $500 million, according to Farside Investors data. Analysts attribute the redemptions to institutional liquidity needs rather than weakening confidence in Bitcoin.

Harvard University has increased its position in BlackRock's iShares Bitcoin Trust ETF to more than $442 million, making it the institution's largest portfolio holding. The university added $326 million in IBIT shares during the third quarter, surpassing its positions in Microsoft and Amazon stocks.

Russian authorities have reimposed a cryptocurrency mining ban in the Republic of Buryatia and Zabaykalsky Krai from November 15, 2025, through March 15, 2026. The seasonal restriction targets electricity shortages during peak winter consumption in these Siberian regions. The measure follows a government decree issued in December 2024, according to RIA Novosti.