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VanEck analysts attribute Bitcoin selloff to tightening US liquidity
11/24/2025, 22:36
AI SUMMARY
●• VanEck identifies Bitcoin's selloff as a US-session specific phenomenon
●• Tightening liquidity and widening credit spreads cited as primary drivers
●• Fragile funding markets and AI capex fears are exacerbating the trend
Analysts at VanEck have characterized the recent Bitcoin selloff as overwhelmingly a US-session phenomenon. They identify the primary drivers as tightening US liquidity and widening credit spreads.
According to the analysis, these financial conditions are colliding with fears surrounding AI capital expenditures and a more fragile funding market, creating headwinds for risk assets like Bitcoin during US trading hours.