Bitcoin has gained approximately 12% since December 1, 2025, when the Federal Reserve officially ended its Quantitative Tightening program. The advance coincides with inflation data from Truflation showing a year-over-year rate of 2.45%, down from 2.7% in November. Markets are pricing in an 87.2% probability of a 25 basis point rate cut at the upcoming Federal Open Market Committee meeting, according to CME FedWatch.

Strive, a Nasdaq-listed structured-finance firm holding over 7,500 BTC, has formally opposed MSCI's proposed rule to exclude companies with Bitcoin holdings exceeding 50% of total assets from global equity benchmarks. The company argues the threshold violates index neutrality principles and unfairly targets Bitcoin-treasury operators. MSCI is scheduled to announce its decision on January 15.

Two early Bitcoin wallets transferred a combined 2,000 BTC worth over $178 million on December 5. The wallets had been inactive since 2011 and 2012 before executing full-balance transfers. Data show the movements appear to be consolidation activity rather than immediate exchange deposits, occurring as Bitcoin traded near $89,300.

Bitcoin trades near $92,536 after rebounding from $82,000, with miner reserves climbing to 1.8 million BTC between November 26 and December 5. On-chain data shows reduced selling pressure from mining operations. The asset faces resistance between $93,000 and $95,000, where a significant concentration of sell orders has formed.

Cryptocurrency analyst Miles Deutscher stated on December 4 that he assigns a 91.5% probability to Bitcoin having already reached its cycle low. His assessment draws on four factors: the market's resilient response to negative headlines, historical patterns during clusters of fear-driven news, a shift in capital flows from aggressive selling to stabilization, and improving global liquidity conditions.

Wallets holding between 10 and 10,000 BTC accumulated 47,584 BTC in early December, reversing a two-month selloff of 113,070 BTC between October 12 and November 30, data show. The accumulation has stabilized price action. However, continued retail buying may limit upside momentum compared to previous accumulation-driven rallies when retail sold while whales accumulated.

Bitcoin dropped below $90,000 after more than $200 million in leveraged positions were liquidated over a four-hour period. The decline coincided with the expiry of $3.357 billion in BTC options at a max pain point of $91,000. Analysts indicate that failure to hold support at $84,000 could extend losses toward $76,000.

Bitcoin is testing the $100,000 level amid structural market pressure. The Growth Rate Difference metric has turned negative at -0.00095, showing market capitalization is declining faster than realized value, data show. The cryptocurrency traded near $92,000 at the time of analysis, with support zones identified between $85,000 and $87,000.