Bitcoin (BTC) has rebounded to trade above $115,000 after a selloff that saw over $1B in liquidations.
\nThe recent correction was driven by weak US jobs data and a new wave of US tariffs.
\nQCP Capital views the selloff as a \u201cleverage flush,\u201d noting that the broader structural setup for BTC remains intact.<\/p>\n
Bitcoin (BTC) is staging a modest rebound as the East Asian trading day gets underway, changing hands at just over the $115,000 mark. <\/span><\/p>\n This recovery comes after a punishing selloff last week that saw over $1 billion in leveraged long positions liquidated and the leading cryptocurrency briefly test the $113,000 level. <\/span><\/p>\n While the bounce is a welcome sign for bulls, the market remains on edge, with investors carefully weighing signs of institutional stabilization against persistent macroeconomic fears.<\/span><\/p>\n The latest market correction, which marked Bitcoin\u2019s third consecutive Friday selloff, was fueled by a hawkish macroeconomic cocktail. <\/span><\/p>\n Weaker-than-expected US jobs data, combined with a fresh wave of tariffs announced by Washington, triggered a broader \u201crisk-off\u201d mood that hit both equities and crypto. <\/span><\/p>\n Altcoins bore the brunt of this downward move, with Solana (SOL) falling nearly 20% on the week and Ethereum (ETH) losing close to 10%.<\/span><\/p>\n Despite this sharp drop, some market observers, like trading firm QCP Capital, remain cautiously optimistic. \u201cThe broader structural setup remains intact,\u201d the firm wrote in a Monday note, pointing to the fact that Bitcoin had achieved its highest-ever monthly close in July. <\/span><\/p>\n QCP views the recent selloff not as a fundamental trend reversal, but rather as a necessary \u201cleverage flush\u201d\u2014a painful but healthy shakeout of over-leveraged positions that has historically cleared the path for renewed accumulation and the next leg higher.<\/span><\/p>\n That said, market hedging behavior suggests that investors are not yet ruling out the possibility of deeper downside. <\/span><\/p>\n On the prediction market Polymarket, traders are currently assigning a 49% probability that Bitcoin will dip below the $100,000 mark before the end of 2025. <\/span><\/p>\n This represents a 2 percentage point increase from the day prior, indicating that near-term anxiety is still very much present.<\/span><\/p>\n This pricing reflects a market that is still on a knife\u2019s edge. <\/span><\/p>\n Downside tail risk is clearly being priced in, despite a host of supportive long-term fundamentals, which include increasing regulatory clarity, growing stablecoin adoption, and a wave of real-world asset tokenization initiatives.<\/span><\/p>\n The next major catalyst for the market could come during the Asia trading day, as US issuers report their latest ETF flow data, which typically happens by mid-day Hong Kong time. <\/span><\/p>\n The market\u2019s stabilization appears to be supported by some early positive signs on this front, with Bitwise reporting $18.74 million in net inflows, a potential reversal after one of the largest ETF outflow days on record last Friday. <\/span><\/p>\n If these ETF inflows continue to show strength and implied volatility begins to compress, it may provide the confirmation that the market needs to fully embrace the \u201cbuy-the-dip\u201d narrative and shake off the macro jitters that have kept it stuck in neutral.<\/span><\/p>\n BTC:<\/span><\/strong>\u00a0Bitcoin is trading back above $115,000, signaling early signs of market stabilization after a volatile week.<\/span><\/p>\n ETH:<\/span><\/strong>\u00a0Ether is holding steady around $3,700, with Polymarket traders showing confidence that it will break above the $4,000 mark sometime in August.<\/span><\/p>\n Gold:<\/span><\/strong> Gold extended its rally for a third consecutive session on Monday, rising to a two-week high. <\/span>The move was driven by soft US economic data, which has boosted expectations of a September Federal Reserve rate cut. CME traders are now pricing in an 86% chance of that happening.<\/span><\/p>\n Nikkei 225:<\/span><\/strong> Asia-Pacific markets opened higher after US President Donald Trump unveiled plans to sharply increase tariffs on Indian exports. Japan\u2019s Nikkei 225 rose 0.54% at the open.<\/span><\/p>\n S&P 500:<\/span><\/strong> US stocks rebounded sharply on Monday, with the S&P 500 rising 1.47% to 6,329.94. The move snapped a four-day losing streak and marked the index\u2019s best single session since May.<\/span><\/p>\n The post Bitcoin rebounds to $115K after weekend selloff; Institutional ETF flows in focus<\/a> appeared first on CoinJournal<\/a>.<\/p>","protected":false},"excerpt":{"rendered":" Bitcoin (BTC) has rebounded to trade above $115,000 after a selloff that saw over $1B in liquidations. The recent correction was driven by weak US jobs data and a new wave of US tariffs. QCP Capital views the selloff as a \u201cleverage flush,\u201d noting that the broader structural setup for BTC remains intact. Bitcoin (BTC) […]<\/p>\n","protected":false},"author":0,"featured_media":4462,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"tdm_status":"","tdm_grid_status":"","footnotes":""},"categories":[1],"tags":[],"class_list":{"0":"post-4461","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bitcoin"},"acf":[],"_links":{"self":[{"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/posts\/4461","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/comments?post=4461"}],"version-history":[{"count":0,"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/posts\/4461\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/media\/4462"}],"wp:attachment":[{"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/media?parent=4461"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/categories?post=4461"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/tags?post=4461"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}The aftermath of a \u2018leverage flush\u2019: a cautious optimism<\/span><\/h2>\n
Hedging and headwinds: investors still price in downside risk<\/span><\/h2>\n
Broader market snapshot<\/span><\/h2>\n