Bitcoin Drops Below $84K as Analysts Signal a Crucial Week for the 2025 Price Trend

Bitcoin extended its decline early in the week, slipping beneath $84,000 as pressure from U.S. markets intensified and global macro conditions added fuel to the downturn. Data from major market trackers showed daily losses exceeding 7 percent, with BTC reaching lows near $83,800 on Bitstamp following the reopening of Wall Street after Thanksgiving.

The latest weekly and monthly closes tipped momentum in favor of sellers, and the return of U.S. traders did little to slow the slide. According to trading firm QCP Capital, a wave of negative developments across Asia contributed to the weakness. Their market update pointed to Japan’s rate hikes, exceptionally thin liquidity, and the perceived risk of Strategy selling Bitcoin from its corporate reserves as immediate challenges for the asset.

Despite the negative pressure from Asia, the U.S. recorded a key monetary shift. Monday marked the official end of the Federal Reserve’s quantitative tightening cycle, theoretically improving liquidity conditions for risk assets. But whether Bitcoin can take advantage remains uncertain.

QCP noted that the coming days carry outsized importance, writing that Bitcoin’s ability to hold its previous lows will depend heavily on liquidity flows and any corporate treasury-related movements. The rapid decline, they said, highlights Bitcoin’s sensitivity to global liquidity swings.

Traders were quick to voice caution. Some pointed to the Coinbase Premium turning negative, a common signal of weakening U.S. spot demand. Others highlighted specific price levels that must hold to avoid a deeper correction. One trader argued that Bitcoin must remain above $85,200 to prevent the market from sliding deeper into bearish structure, with a reclaim of $86,800–$87,000 needed to reestablish stability.

Still, not all sentiment was bleak. Some analysts suggested the market is in the early stages of forming a long-term bottom. Market commentator Michaël van de Poppe said that while sentiment feels heavy, the structure appears to be stabilizing. He added that Bitcoin trading below $90,000 represents a major accumulation opportunity, and once the base forms, he expects Ethereum to outperform.

As Bitcoin navigates shifting liquidity, mixed macro signals, and increasingly anxious sentiment, traders agree on at least one thing — this week may play a defining role in how Bitcoin closes out 2025.