Bitcoin Reclaims $90k as Liquidity, ETF Flows and Rate Bets Shift Market Sentiment

A tentative recovery in crypto reveals how institutional flows and macro signals now shape Bitcoin's trajectory.

Bitcoin has climbed back above US$90,000, ending a month-long selloff that wiped more than US$1 trillion from digital asset valuations and triggered the first meaningful stress test of the ETF era. While the recovery so far is modest, the move signals a potential shift in sentiment as traders reassess whether the drawdown has run its course.

Unlike earlier crypto rebounds, this one isn't being led by retail speculation or sudden liquidity injections, it's being shaped by macro expectations, ETF flows and institutional positioning.

The question now is whether Bitcoin's resilience reflects improving fundamentals. . .

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