Bitcoin Battles Headwinds as U.S. Investors Continue Selling Pressure

Bitcoin faces sustained selling pressure from U.S. investors, creating a challenging technical environment for the flagship cryptocurrency.

The American Exodus

U.S.-based funds and retail traders are leading the outflow—dumping positions while traditional markets flirt with record highs. It's a classic case of 'sell the digital, buy the analog,' as Wall Street shuffles paper profits from crypto back into legacy equities. The divergence highlights a lingering institutional skepticism, even as blockchain adoption accelerates globally.

Technical Tug-of-War

Each sell-off meets stubborn accumulation elsewhere. Asian and Middle Eastern wallets are absorbing the supply, turning resistance zones into consolidation platforms. The network hash rate keeps climbing—miners aren't selling the rumor, they're mining the fact. This creates a bizarre dynamic: weakening stateside demand against strengthening network fundamentals.

Macro Mismatch

While traditional finance celebrates another quarter of manufactured earnings beats, crypto markets digest real technological progress. Layer-2 solutions are processing transactions at bank-like speeds, decentralized exchanges are capturing genuine market share, and Bitcoin's security budget could fund small nations. Yet price action remains hostage to a few over-leveraged funds in Connecticut.

The irony? The very investors fleeing today will likely overpay to re-enter tomorrow—after the 'smart money' has already repositioned. Welcome to finance, where herd mentality often outperforms actual analysis.

U.S. Continues Cryptocurrency Sell-Off

has long indicated weakening risk appetite. Each attempt to rise has ended in failure, linked to U.S.-based investors consistently pressuring the price. Bitcoin has made several attempts to surpass $90,000, but U.S. sales have turned the direction back downwards.

On-chain analyst, anlcnc1, suggests that if this trend persists, we might witness a deeper correction, extending to $81,000.

“As we see from the Coinbase Premium Index in, U.S. continues to sell and pressure any rise to the 89-90K range. After the attempt to reach 90K overnight, the same pressure was applied again. Bart pattern continues, and this is unpleasant as it may force a retest of the 81-82K level if this pressure persists with every rise. For healthy, sustainable price movements, Coinbase Premium needs to turn positive and show strong momentum.”

Long-Term Investors’ Sales

One of the primary challenges unsettling cryptocurrency markets in recent months has been the sales from long-term investors. On-chain analyst Anıl notes that the supply from long-term Bitcoin holders has shown signs of recovery over the past 15 days, which is a positive development. If the selling motivation on the U.S. front diminishes with the year’s end, the increasing accumulation by long-term investors could pave the way for a recovery in cryptocurrencies. The Graph below appears positive for cryptocurrency investors in the medium term.

Derivative Markets and Bitcoin

The movement that started earlier today caused theprice to increase by $3,000 within a few hours. This activity is largely driven by interest in derivative markets. Open positions suddenly increased by $2 billion. However, CryptoQuant analyst Darkfost cautions investors.

“In this case, the movement is typically short-lived. Leveraged positions tend to be temporary, which generally hinders the market from establishing a healthy basis for a sustainable upward trend.”