Monday Market Brief - 10 November 2025

Bitcoin holds $106K as $100K support survives weekend test, but CPI replaces missing jobs data

📊 Data Verified: 08:25 UK | ETF flows: Farside Nov 7, 16:00 ET | Fear & Greed: CMC 08:20 | OI: CoinGlass 08:15 | Price/Vol: CoinGecko 08:20

DESK TILE

Regime: Bitcoin Season (BTC.D 59.3%)
Range: $100–110K (2–4W consolidation likely)
Catalyst: CPI Thursday 8:30 AM ET
Triggers: BTC.D <58% AND ETH/BTC >0.035 for ≥2 consecutive daily closes, confirmed on weekly → alt rotation begins

Bitcoin rebounded 5% over the weekend to $106,246, holding the critical $100K psychological support that looked vulnerable Friday. Yet the anticipated jobs report never came—the government shutdown that began October 1st has now delayed two consecutive employment reports, leaving markets operating blind. Fear improved to 30 from last week's 21 (near-yearly low), but the path forward hinges on Thursday's CPI print. Meanwhile, patient capital continues positioning: MicroStrategy added 1,175 BTC over 30 days despite every purchase underwater, and the U.S. government's historic 127,271 BTC seizure removed $13.5B from circulation. One group positions for 2026. The other can't predict next week.

Monday, November 10, 2025