BTC retreats to $92K as $395M ETF outflows, gold soars anew.

Bitcoin slips 3.4% as $215M leveraged longs liquidate and $395M ETF outflows signal cooling derivatives demand and weaker on‑chain activity amid geopolitical tensions and China slowdown

  • Bitcoin fell 3.4% over the weekend as investors cut risk amid geopolitical tensions and slower Chinese growth.
  • Leveraged long liquidations totaled about $215 million after a retest of the $92,000 level.
  • BTC futures annualized premium held near 5%, showing leverage demand remained despite the failed $98,000 breakout.
  • Spot Bitcoin ETFs saw $395 million in outflows while Gold reached new highs, weakening BTC’s hedge appeal.
  • Options market skew and falling network activity signaled diminished bullish confidence and reduced blockchain demand.

Bitcoin dropped 3.4% over the weekend as traders reduced risk amid rising geopolitical tensions and reports that China posted 4.5% GDP growth in Q4 2025. Markets reacted after a failed push toward $98,000 and a forced liquidation of roughly $215 million in leveraged BTC futures longs during a retest of the $92,000 level. Charts and price data referenced from TradingView show the move occurred alongside weaker Nasdaq futures.

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Derivatives metrics and flows signaled cooling interest from professional traders. The annualized BTC futures premium stayed near a neutral-to-bearish 5%, according to data from laevitas.ch, suggesting leverage demand did not collapse after the breakout attempt. Meanwhile, spot Bitcoin ETFs experienced about $395 million in net outflows on Friday.

Options markets priced more downside protection as the 30-day delta skew at Deribit jumped to 8%, with put options trading at a premium per laevitas.ch data. Traders demanded higher premiums for downside hedges, and sentiment among large holders weakened after the price dip below $98,000 and brief touch of $92,000.

Macro shifts also influenced risk appetite. Europe/trumps-europe-tariff-threat-over-greenland-revives-talk-sell-america-trade-2026-01-19/”>George Saravelos of Deutsche Bank noted that European holdings of U.S. assets total about $8 trillion, and he warned this could affect support for the dollar if alliances fray. Separate reporting reported China’s growth slowdown and potential policy shifts.

On-chain activity fell as daily active Bitcoin addresses dropped to about 370,800, down 13% from two weeks earlier per Nansen, raising concerns for miner revenue that depends on transaction fees plus the fixed block reward.

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