Bitcoin has climbed back above $93,000 after enduring days of intense selling pressure, heightened volatility, and widespread market uncertainty. The recovery marks a significant shift in sentiment, but according to a new report from CryptoQuant, one signal stands out as the primary driver behind the rebound: institutional capital is quietly flowing back into the market.

The analysis highlights a key metric— the Coinbase Premium Index, long regarded as a reliable proxy for US institutional demand. Throughout November’s steep correction, the premium plunged deep into negative territory, revealing a stark imbalance: US spot buyers were far weaker than their offshore counterparts.

During this phase, as Bitcoin slid below $90,000, the sharp drop in the premium reflected clear risk-off positioning among US-regulated investors, many of whom stepped back or took profits amid rising macro uncertainty.

Now, with Bitcoin recovering key levels, the data shows early signs of renewed accumulation from US-based institutions. This subtle but meaningful shift suggests that the most conservative segment of the market—professional and regulated capital—may be positioning again after the correction. If this trend continues, the rebound above $93K could evolve into a much broader shift in market structure.

Institutional Catalysts Drive Bitcoin Coinbase Premium Higher

According to the CryptoQuant report, the narrative has shifted decisively. The Coinbase Premium Index has climbed back into positive territory, signaling renewed accumulation from US-based institutional and regulated investors. This shift coincides with a wave of major developments reshaping the global investment landscape.

Most notably, Charles Schwab, a $12 trillion asset manager, announced plans to offer Bitcoin and Ethereum trading in early 2026. This follows Vanguard’s market-moving reversal that opened access to spot crypto ETFs for more than 50 million conservative investors. These firms are not speculative players—they are the backbone of American retirement wealth.

At the same time, a powerful but less publicized catalyst is emerging overseas: Japan is moving toward formal approval of Bitcoin ETFs. Given the size of Japanese investment trusts, pension-linked products, and retail participation, early adoption could inject $3–10 billion of fresh demand. While no single region drives Bitcoin’s valuation alone, combined flows from the US, Europe, and Japan could easily deliver a mid-single-digit percentage uplift to BTC in the early phases of this expansion.

The broader takeaway is unmistakable: Bitcoin is transitioning from a niche risk asset into a globally standardized investment product. The return of a positive Coinbase Premium may be the market’s earliest confirmation that institutions—especially the most conservative ones—are positioning ahead of 2026.

Weekly Structure Shows Early Signs of Recovery

Bitcoin’s weekly chart shows a decisive rebound, with price pushing back above $93,000 after weeks of aggressive selling pressure. The recent wick down toward the green 100-week moving average (100W MA) marked a key moment: buyers stepped in precisely at long-term dynamic support, preventing a deeper breakdown toward the $80,000–$82,000 region.

This reaction confirms that long-term holders and institutional buyers are protecting this level, aligning with the recent return of positive signals from the Coinbase Premium Index.

Despite the rebound, the chart still shows Bitcoin facing overhead resistance. The 50-week MA sits just above the price, creating a supply zone between $97,000 and $102,000. This has historically acted as a trend-determining range; reclaiming it would shift momentum decisively back to the bulls. Until then, the market remains in a mid-cycle consolidation.

Volume behavior also supports the recovery narrative. The huge sell-volume spikes seen in November marked capitulation-like behavior, which often precedes trend reversals. The recent green weekly candle forming on rising buy volume suggests that demand is returning, aligning with improving liquidity conditions on major US and global exchanges.

Featured image from ChatGPT, chart from TradingView.com

Bitcoin Magazine

These New Shareholder Tools Make Bitcoin Activism Easy to Launch and Hard to Ignore

For most of my life, the limiting factor in bringing my ideas to life has been code. I’ve always had a clear vision for the tools I wanted to build, but the execution gap was real. The ideas stayed on whiteboards, in notebooks, or in half-finished PhotoShop mockups.

That barrier no longer exists.
AI has collapsed it.

In just 9 days, I built two fully functioning consumer applications designed to equip shareholders with the leverage they’ve never had: the ability to advocate—cleanly, credibly, and at scale, for Bitcoin on the corporate balance sheet.

These tools weren’t commissioned. No one told me to build them. They are not fancy, intricate, or technically complicated. They came from a simple observation: 1) corporations control the majority of global capital, and 2) shareholders deserve a frictionless way to push those corporations toward strategic, long-term Bitcoin adoption.

1. The Bitcoin Treasury Simulator

The Bitcoin Treasury Simulator answers a question that should be trivial but wasn’t:
How would a company have performed if it had allocated even a portion of its treasury to Bitcoin?

Retail investors can now enter a ticker, choose a time frame, and instantly see the opportunity cost of holding cash instead of Bitcoin—expressed in clear, defensible terms that anyone can understand.

For the first time, shareholders have a factual, data-driven tool they can bring to boards, IR teams, and fellow investors to show exactly what’s at stake.

Try the simulator: simulator.bitcoinforcorporations.com

2. The Bitcoin Treasury Shareholder Activism Kit

Shareholder activism has always been powerful, but it’s been inaccessible to most investors. The rules are complex. The legalese is intimidating. The entire process feels like a wall you only get past if you’re a lawyer or a billion-dollar fund.

So I built a generator that removes all of that friction.

The Bitcoin Treasury Shareholder Activism Kit walks any verified shareholder—step by step—through generating a legitimate, SEC-compliant proposal asking a company to evaluate or adopt a Bitcoin treasury strategy. It produces the documentation, the language, the filing structure, and the instructions needed to get the proposal included in the company’s proxy.

Something that once felt like it required attorneys and institutional resources can now be completed in 2 minutes.

Create your kit: kit.bitcoinforcorporations.com

Why These Tools Exist

Corporate Bitcoin adoption does not happen by accident. It happens because someone—inside or outside the company—pushes for it with clarity, precision, and persistence.

These tools are built for the people willing to make that push.

They give shareholders:

• Clear data.
• A credible filing pathway.
• A structured way to change corporate behavior.
• And the confidence to take action without needing permission.

If you understand the value of compute, you should understand #Bitcoin.

Yet @Nvidia sits on ~$43B in cash.#Bitcoin outpaced cash reserves by ~41x over the last 3 years—That's nearly $216B in opportunity cost. pic.twitter.com/AftSN7LHpm

— Nick Ward (@nckbtc) November 11, 2025

What Comes Next

This is just the beginning. Both tools will evolve, expand, and integrate more deeply into the broader Bitcoin For Corporations ecosystem. But the important part is this: AI has made technical hurdles of these projects much easier to overcome.

And if enough people decide to build the future they want—one tool at a time—we accelerate corporate Bitcoin adoption far faster than anyone expects.

Disclaimer: This content was written on behalf of Bitcoin For Corporations. This article is intended solely for informational purposes and should not be interpreted as an invitation or solicitation to acquire, purchase or subscribe for securities.

This post These New Shareholder Tools Make Bitcoin Activism Easy to Launch and Hard to Ignore first appeared on Bitcoin Magazine and is written by Nick Ward.

Bitcoin Magazine

Institutions Stay Bullish on Bitcoin as Retail Capitulates: Bitwise CIO Sees Crypto Rally Ahead

Bitwise CIO Matt Hougan says the crypto market may be nearing a turning point as retail exhaustion deepens and institutional demand quietly builds.

Appearing on CNBC, Hougan — who oversees $12 billion in assets at Bitwise — said retail sentiment is at “maximum desperation” following months of liquidations, leverage blowouts, and yield protocol failures.

“It’s hard to find a crypto native investor who still has much enthusiasm,” he said. “That market is close to a bottom.”

JUST IN: $12 billion Bitwise CIO Matt Hougan on CNBC: “I am optimistic that we are going to rally at the end of the year.” pic.twitter.com/QsEOKaeKBS

— Bitcoin Magazine (@BitcoinMagazine) November 5, 2025

In contrast, Hougan noted that institutional investors remain upbeat. 

“When I speak to financial advisors, they’re still excited to allocate to an asset class that’s delivered strong long-term returns,” he said, adding that he expects a year-end rally as institutional capital begins to take the lead. 

“So I’m optimistic, but we do have to finish this wash out of retail sentiment,” Hougan said.

Meanwhile, on Capitol Hill, Senator Cynthia Lummis reaffirmed her support for digital asset integration within the U.S. banking system. 

Addressing tensions over stablecoin regulation, Lummis said she wants community banks to be able to custody and manage both fiat and digital assets.

“This is the 21st-century economy,” Lummis said on X. “Digital assets are the future, and we need to make sure community banks embrace the opportunity.”

She noted that Louisiana, Virginia, and Wyoming already allow banks to custody crypto — and expects more states to follow as new legislation advances.

Bitcoin price rebound

Bitcoin and the broader crypto market has seen a turbulent month, dipping below $100,000 on Tuesday — its lowest level since June — before rebounding above $103,000 today. 

The slide was driven by heavy selling pressure, nearly $1.8 billion in ETF outflows, and a stronger U.S. dollar following Federal Reserve Chair Jerome Powell’s hawkish tone, signaling that interest rates could stay higher for longer.

The sell-off traces back to October 10, when President Trump announced 100% tariffs and export controls on China, sparking a broad crypto liquidation. Bitcoin fell roughly 20–25% from early October highs, while altcoins like Ethereum and Solana dropped as much as 40%. Crypto-linked stocks, including MicroStrategy, Coinbase, and Robinhood, also slid. 

Open interest in Bitcoin futures fell around 30%, reflecting a pullback from leveraged traders, and the crypto fear and greed index reached “extreme fear.”

But, as retail investors capitulate, Matt Hougan’s comments suggest institutional demand could soon take the lead in crypto accumulation.

This post Institutions Stay Bullish on Bitcoin as Retail Capitulates: Bitwise CIO Sees Crypto Rally Ahead first appeared on Bitcoin Magazine and is written by Micah Zimmerman.

Bitcoin Magazine

Bitcoin Price Rebounds to $109,000 After ‘Uptober’ Disappointment, Traders Eye November Bounce

Bitcoin price has rebounded slightly to $109,600 after yesterday’s dip to $106,000, ending what has been a tumultuous October for bitcoin.

Traders are now cautiously optimistic as the market transitions from the failed “Uptober” rally to the historically stronger month of November.

Yesterday, Bitcoin tumbled over 3% amid renewed risk-off sentiment sparked by Federal Reserve Chair Jerome Powell’s hawkish comments on future rate cuts and renewed U.S.–China trade tensions. 

The dip extended a week-long decline that began after the Fed delivered a modest 25 basis point cut but signaled uncertainty for December’s meeting.

Bitcoin price had a disappointing October

Bitcoin entered October with high hopes for “Uptober,” a seasonal trend historically associated with double-digit gains. 

Early in the month, Bitcoin briefly touched $125,000, only to give back much of those gains amid macroeconomic jitters and slow institutional activity. On October 10, the bitcoin price dropped sharply to the $108,000 range from $117,000 as the U.S.-China trade tensions and new tariffs triggered a market-wide sell-off. 

At its lowest, Bitcoin fell about 10% on that day and other cryptocurrencies dropped 20–40%, though it later rebounded to around $113,000 amid high volatility.

Strategy (MSTR), one of the largest Bitcoin accumulators, bought just 778 BTC in October — down 78% from September — bringing its total holdings to over 640,000 BTC.

JUST IN: #Bitcoin is about to enter into it's highest performing month on average

Bullish on November pic.twitter.com/GTDUSGIhQd

— Bitcoin Magazine (@BitcoinMagazine) October 31, 2025

Altcoins mirrored Bitcoin’s struggle this month. At times, Ethereum fell below $3,790, while Solana dipped under $187. Despite the weakness, Bitcoin dominance remains steady at roughly 57%, suggesting the market is consolidating rather than capitulating.

Bitcoin price rebound in ‘Moonvember?’

Looking ahead, traders are turning their attention to next month, November — sometimes nicknamed “Moonvember” — which historically follows strong October performances. 

Despite macroeconomic pressures, some analysts see potential for Bitcoin to retest all-time highs going into 2026, assuming stable Fed guidance, renewed inflows, and no new shocks.

That being said, bitcoin has traded in an unusually tight range between $106,000 and $123,000 for over four months, pushing volatility to record lows, a pattern that historically precedes major trending moves. 

If past fractals repeat, Bitcoin could see significant gains toward $170,000–$180,000 by and through  2026, though sideways trading may persist until macro catalysts like Fed rate cuts or capital rotation spur renewed volatility.

This post Bitcoin Price Rebounds to $109,000 After ‘Uptober’ Disappointment, Traders Eye November Bounce first appeared on Bitcoin Magazine and is written by Micah Zimmerman.