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“Bitcoin Slips Below $110K as Investor Caution Deepens and Treasury Demand Slows“ 🚨🚨🚨

Bitcoin (BTC $109,986.58 ▼1.28%) tumbled below $110,000 early Thursday, extending a weeklong slide that has wiped out much of its recent momentum. The world’s largest cryptocurrency is now down about 10% over the past week and 11.5% below its October 6 record high of just over $126,000. The decline comes amid growing macroeconomic uncertainty, tariff tensions, and geopolitical risks, all of which have dented investor confidence following last week’s $19 billion market wipeout.

Analysts at Glassnode described the current environment as a “reset phase,” marked by flushed leverage, low liquidity, and heightened caution. They warned that without a clear bullish catalyst to push prices back above $117,100, the market risks a “deeper contraction” toward the lower end of its trading range.

Meanwhile, Bitcoin ETFs are showing clear signs of stress, with $104.1 million in outflows on Wednesday alone. Similarly, digital asset treasuries (DATs) — corporate and institutional holders of bitcoin — are slowing their accumulation pace. According to CoinDesk, the seven-day moving average of net inflows into DATs dropped to just 140 BTC, its lowest level since mid-June and a dramatic fall from the 8,249 BTC peak seen in July.

Even Strategy (MSTR $295.97 ▼0.27%), the largest corporate bitcoin holder with 640,250 BTC, has scaled back its purchases. Its two most recent acquisitions — 220 and 196 BTC — are among the smallest since it began building its massive crypto reserve.

DATs collectively hold over 1 million BTC, representing nearly 5% of Bitcoin’s total supply, with 91% of holdings concentrated in U.S. companies. However, experts warn that the sector’s health may be deteriorating. In an August report titled “How DATs Die,” NYDIG cautioned that these treasuries risk collapse if they fail to maintain a premium to net asset value (NAV) — a situation already playing out for some, including Metaplanet, whose enterprise value has fallen below its bitcoin holdings.

As the market recalibrates, traders and institutions alike are watching for the next major catalyst — whether it’s a macroeconomic shift, ETF turnaround, or renewed retail inflow — that could determine Bitcoin’s next big move.