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You are at:Home » Bitcoin 65% Crash Risk Returns As Fed Liquidity Evaporates: Not Just ‘Paper Hands’ – Grayscale Bitcoin Mini Trust (BTC) Common units of fractional undivided beneficial interest (ARCA:BTC)
Markets

Bitcoin 65% Crash Risk Returns As Fed Liquidity Evaporates: Not Just ‘Paper Hands’ – Grayscale Bitcoin Mini Trust (BTC) Common units of fractional undivided beneficial interest (ARCA:BTC)

News RoomNews RoomAug 26, 2025 12:35 am EDT0 ViewsNo Comments2 Mins Read
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GLJ Research Study expert Gordon Johnson released an alerting about Bitcoin BTC/USD dealing with a possible 65% crash as Federal Reserve money reserves reach seriously low levels.

Fed Money Reserves Struck Vital Low

The over night reverse bought contract (O/N RRP) center has actually been “totally drained pipes” for the very first time given that 2021, according to Johnson’s analysis.

” This isn’t a concern of ‘paper hands.’ The O/N RRP is now totally drained pipes– something we have not seen given that it rose in 2021,” Johnson mentioned in reaction to current Bitcoin volatility.

Liquidity Crunch Mirrors 2022 Conditions

Johnson’s research study reveals overall U.S. liquidity tracking at a 79.4% connection with S&P 500 efficiency. His analysis shows that unless the Fed “quickly deserts QT [quantitative tightening] & & goes back to QE [quantitative easing], United States liquidity is going to agreement for the first time given that 2022.”

The expert’s charts expose that over night RRP use dropped roughly $1 trillion from peak levels around $2.5 trillion in early 2023 to existing levels near $500 billion. Bitcoin last crashed by 65% throughout comparable liquidity contractions in 2022.

See Likewise: Anthony Scaramucci Estimates Romeo And Juliet In Applauding Bitcoin, Responds To Tim Draper’s ‘Gravitational Pull’ Towards BTC Remark

Market Sell-Off Speeds Up

Bitcoin toppled listed below $109,000 on Monday after a whale offered $2.7 billion worth of BTC. The cryptocurrency traded at $109,851.06, below current highs, with market supremacy being up to 57.9%.

Crypto liquidations exceeded $900 million in 24 hr, with $818 million in long positions removed. Over 203,687 traders dealt with liquidations as Ethereum ETH/USD, Solana SOL/USD and Dogecoin DOGE/USD dropped 7-8% each.

ETF Outflows Indicate Institutional Retreat

Bitcoin exchange-traded funds taped their longest outflow streak in 6 days given that April, according to Santiment analytics. The company kept in mind these circulations appear significantly “retail-driven” instead of institutional-driven.

In spite of the bearish outlook, CryptoQuant determined considerable Ethereum build-up by Binance whales, forecasting prospective motion towards $5,000 levels.

Read Next:

Disclaimer: This material was partly produced with the aid of AI tools and was examined and released by Benzinga editors.

Picture courtesy: Shutterstock

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Jim Cramer Refuses To Chase Rally—Says ‘We Sure Aren’t Buying’ Unless It’s Discounted – American Woodmark (NASDAQ:AMWD), SPDR Dow Jones Industrial Average ETF (ARCA:DIA)

Aug 26, 2025 6:32 am EDT

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Aug 26, 2025 5:42 am EDT

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Aug 26, 2025 5:40 am EDT

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