#美国人工智能行动方案 On Monday morning, Bitcoin quietly fell below $93,600. This number means - all the gains since the beginning of 2025 have been completely wiped out.



**Where did the money go?**

In 41 days, $1.1 trillion has disappeared from the global crypto market. What does that mean? It's roughly equivalent to the market capitalization of two tech giants going to zero at the same time.

The words of the Chief Investment Officer of Bitwise are more straightforward: ETF players and institutional debt funds are withdrawing in large numbers. Without these big buyers supporting the market, the coin price is like a kite with its string cut.

**Bitcoin has changed**

The more serious issue is the identity crisis. Data shows that Bitcoin's correlation with the Nasdaq 100 Index has surged to 0.80—this is the highest point since 2022.

In plain language, it means: It is no longer "the digital gold that resists inflation," but has become "an enhanced technology stock." When the US stock market fluctuates, it goes haywire along with it, and the fluctuations are even more intense.

**The big shots are arguing**

Arete Capital predicts a further fall of 31%, with a key level at $86,000. However, the chairman of BitMine refuted this, stating that we are still in a super cycle and that we could see $200,000 before Trump's term ends.

With neither side able to provide solid evidence, the market is repeatedly pulled back and forth in this divergence.

**Undercurrent**

On the surface, it's tragic, but beneath the water, there are other stories. In October, 137 new ETFs were launched globally, and the number of crypto-related products doubled compared to the previous month.

When retail investors panic and sell at a loss, what are institutional funds doing? Picking up bargains. This script is being replayed in every cycle.

**To be honest in the end**

Bitcoin has historically risen from every "crash." But this time you need to think clearly: is this a cyclical pullback providing a buying opportunity, or is it a pit dug by a trend reversal?

The market does not care about anyone's emotions.

(Risk Warning: The content is for reference only and does not constitute investment advice) $BTC $ETH
BTC-0.08%
TRUMP3.17%
ETH-0.01%
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MainnetDelayedAgain
· 2025-11-19 06:40
41 days, 1.1 trillion disappeared, this pullback database needs to be well remembered.

While institutions pick up bargains, retail investors are still crying; the art of time never goes out of style.

How long has it been since the last "Supercycle" promise? It should be listed in the Guinness Records.

0.80 correlation... translated means Bitcoin has already become an enhanced tech stock; how many times has this identification crisis been postponed?

Where did the money really go? But the question is, are you entering a position or jumping into a pit? These two outcomes can't be seen in the data.
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SleepyArbCat
· 2025-11-17 20:12
Here we go again? Institutions cut losses after retail investors, and after retail investors cut losses, institutions enter the market again.

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When 93600 broke, I was still sleeping; when I woke up, the money was gone.

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Is 1.1 trillion just gone like that? I don't even want to spend on Gas fees.

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Oh, it's just a subsidiary of tech stocks now; is this still called digital gold?

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200,000 dollars? 86,000 dollars? Both sides are singing contradictory tunes; I’ll just lie down and wait for the outcome.

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When the ETF doubled, retail investors had already cut losses; this trick has been played three times.

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Awake time is limited; I can't watch this market trend, so I’ll continue my afternoon nap.

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While institutions are picking up cheap deals, I'm calculating how many more Gas fees I will lose in this wave.

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It’s real; the market never shows any sympathy to anyone, including this struggling cat of mine.
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RugpullTherapist
· 2025-11-17 19:16
Be Played for Suckers again, the institutions really know how to pick the right timing.
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AirdropF5Bro
· 2025-11-17 08:12
Here we go again, institutions play people for suckers after retail investors, and after retail investors are played, they continue to wait for the next round...
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LootboxPhobia
· 2025-11-17 08:12
1.1 trillion is gone, this time it's really a bit scary... should retail investors buy the dip or run away?

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Institutions are playing us for suckers while picking up bargains, I'm tired of this routine.

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From digital gold to tech stocks, when did Bitcoin backstab us?

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86,000 or 200,000, anyway I can't understand it, just waiting for the whipsaw to end.

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1.1 trillion less in a month, luckily I had withdrawn my money early.

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Stop talking about the Supercycle, let's survive this pullback first.

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Every time they say it will come back to life, will it really be doomed this time?

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When Bitwise says to withdraw, they really withdraw, large investors' words are much more reliable than predictions.

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I just want to know if buying the dip now will make me a dumb buyer.

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0.80 correlation, what kind of safe-haven asset is this?
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PanicSeller
· 2025-11-17 08:10
Institutions are buying the dip, retail investors are losing money, this is the truth of the crypto market.
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WhaleWatcher
· 2025-11-17 08:03
It's the old routine of institutions picking up bargains at the bottom while retail investors catch a falling knife at the peak.
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ServantOfSatoshi
· 2025-11-17 08:00
It's fallen again, should I cry or laugh?

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Big funds cut the retail investors' suckers and run, this script really has no new ideas at all.

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0.80 correlation? Then I might as well just buy the Nasdaq directly.

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1.1 trillion evaporated in two months, sounds ridiculous, is it true or not?

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200,000 dollars? Unless Trump gives Bitcoin a salary.

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Institutions are picking up bargains at the bottom, while we small retail investors are catching a falling knife at the top, this is the ecology.

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Every time they say this is an opportunity, every time it's a trap, I've learned not to believe it.

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When the Nasdaq sneezes, Bitcoin gets pneumonia, it's really absurd.
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