{"id":68134,"date":"2026-02-13T14:54:58","date_gmt":"2026-02-13T14:54:58","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/bitcoin-is-seeing-selling-pressure-from-this-unexpected-source\/"},"modified":"2026-02-13T14:54:58","modified_gmt":"2026-02-13T14:54:58","slug":"bitcoin-is-seeing-selling-pressure-from-this-unexpected-source","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/bitcoin-is-seeing-selling-pressure-from-this-unexpected-source\/","title":{"rendered":"Bitcoin is seeing selling pressure from this unexpected source"},"content":{"rendered":"

(Originally posted on : Bitcoin News, Latest Stories & Analysis | Invezz )<\/b>
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Bitcoin\u2019s latest bout of selling has a different feel.<\/p>\n

Instead of the usual crypto stress signals, panic from small investors, a wave of forced liquidations, or miners dumping coins to pay bills, this time the pressure looks more like portfolio housekeeping by institutions.<\/p>\n

As US rate expectations swing and cross\u2011asset volatility climbs, professional allocators are cutting risk broadly.<\/p>\n

In this scenario, Bitcoin is being treated less like a stand\u2011alone \u201ccrypto story\u201d and more like a macro trade that gets trimmed when markets turn defensive.<\/p>\n

Institutional de-risking, not retail panic<\/h2>\n


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Several analysts argue that the \u201cunexpected source\u201d of selling is institutional de\u2011risking.<\/p>\n

Markus Thielen of 10x Research<\/a> has repeatedly pointed to the same setup: higher real yields and sticky inflation reduce the appeal of non\u2011yielding assets like Bitcoin.<\/p>\n

He added that when funds need to lower risk, they sell what they can sell quickly.<\/p>\n

In that framework, Bitcoin isn\u2019t being rejected, it\u2019s being managed: cut as part of a broader risk budget when bonds suddenly look more attractive or when equities wobble.<\/p>\n

You can see echoes of that in flows data.<\/p>\n

CoinShares\u2019 weekly report for Feb. 2 showed digital asset products suffered $1.7 billion of outflows, with sentiment \u201cbroadly negative\u201d and outflows led by Bitcoin and Ethereum<\/a>.<\/p>\n

CoinShares\u2019 report described the move as a deterioration in investor sentiment that flipped year-to-date flows negative and reduced assets under management sharply from prior highs.<\/p>\n

That matters because the selling from ETFs and institutional vehicles can be mechanical: redemptions force a fund to sell, regardless of whether \u201ccrypto Twitter\u201d feels bullish or bearish that day.\u200b<\/p>\n

This is also why the pressure can feel persistent.<\/p>\n

Retail capitulation often burns hot and fast. Institutional risk-control selling tends to come in waves as managers rebalance, reduce leverage, and meet internal limits.<\/p>\n

Read More: Bitcoin stuck near $66K, XRP below $1.40: analysts expect more pain ahead<\/a><\/em><\/strong><\/p>\n

Why macro signals now matter more than Bitcoin headlines<\/h2>\n


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Standard Chartered\u2019s Geoff Kendrick has been explicit that Bitcoin\u2019s macro sensitivity is back.<\/p>\n

In a note cited by multiple outlets, Kendrick warned Bitcoin could test $50,000 before stabilizing, and the bank cut its year\u2011end 2026 forecast to $100,000 from $150,000.<\/p>\n

The bank linked the downgrade to worsening macro conditions, weaker risk appetite, ETF outflows, and fading hopes for near\u2011term Fed cuts.<\/p>\n

Bloomberg<\/a> also framed the move as an \u201corderly\u201d decline that looks more like cross\u2011asset repositioning than a disorderly leverage blow\u2011up.<\/p>\n

CoinShares\u2019 James Butterfill has likewise tied outflows to macro expectations.<\/p>\n

In a widely cited CoinShares-based write\u2011up, Butterfill described large weekly redemptions as being fueled by diminishing hopes for interest rate reductions, adverse price trends, and frustration that digital assets have not benefited from the broader \u201cdebasement trade.\u201d<\/p>\n

That\u2019s the macro feedback loop in plain terms: if investors think rates stay higher for longer, they cut exposure to assets that rely on liquidity and risk appetite, which include Bitcoin.<\/p>\n<\/p><\/div>\n

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(Originally posted on : Bitcoin News, Latest Stories & Analysis | Invezz ) Bitcoin\u2019s latest bout of selling has a different feel. Instead of the usual crypto stress signals, panic from small investors, a wave of forced liquidations, or miners dumping coins to pay bills, this time the pressure looks more like portfolio housekeeping by […]<\/p>\n","protected":false},"author":3947362395,"featured_media":68135,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[37],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/68134"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/3947362395"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=68134"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/68134\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/68135"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=68134"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=68134"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=68134"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}