Bitcoin Price Analysis: BTC Eyes $93k as ETF Inflows Rise

Highlights:

• Bitcoin ETFs record inflows for 4-straight days
• Surge in inflows indicative of rising bullish momentum 
• Possible rate cuts by the Fed could accelerate Bitcoin momentum

Bitcoin (BTC), like the rest of the market, is flat today. At press time, Bitcoin was trading at $86,637.89, with 0.00% in movement. However, trading volumes have shot up intraday. When writing, Bitcoin trading volumes were up by 13.94% to stand at $71.54 billion.

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Given that the price is flat, a surge in trading volumes could be indicative of either new buyers coming in or holders exiting the market. Of these two scenarios, the odds are higher that its buyers are coming in and that the price could be headed higher. There are several factors that support the potential surge of new investors into Bitcoin. 

Bitcoin ETFs Recording Strong Inflows for 4 Consecutive Days

One of them is the fact that Bitcoin ETFs are sending positive signals. While altcoin ETFs such as those of Ethereum are losing capital, Bitcoin ETFs are starting to record inflows. For the last 4 days, Bitcoin ETFs have recorded inflows and have added $8.4 million.

This points to growing investor confidence in Bitcoin despite a multi-week price weakness for the number one cryptocurrency. It means that the average investor in Bitcoin believes the bottom is in, and the price can only go up from this point onwards. BTC eyes $93k as rising confidence may spark FOMO and drive prices higher.

#ETF Update🔔🔔🔔
US #Bitcoin spot ETFs recorded a net inflow of $8.5 million yesterday.

According to #FarsideInvestors, US #Bitcoin Spot ETFs recorded a net inflow of $8.5 million yesterday, marking the fourth consecutive trading day of net inflows.⚡️⚡️⚡️#BlackRock (#IBIT)… pic.twitter.com/b35snEvU0c

— Lee 🧙 (@Lee_Jucom) December 2, 2025

End of QT Could Trigger More Upside for Bitcoin

Aside from the rising Bitcoin ETF inflows, Quantitative Tightening came to an end yesterday, December 1. This is a big deal as it means the Federal Reserve has officially stopped reducing the balance sheet. Historically, the end of QT and the start of quantitative easing are usually followed by a rise in risk-on asset prices. That’s because there is typically an increase in liquidity, and this flows into risk assets that offer the highest possible return.

The Federal Reserve has officially terminated its quantitative tightening (QT) policy. pic.twitter.com/ts8pMUF5ln

— @NodeNavigator (@arixworld01) December 2, 2025

Bitcoin falls under this category and could attract investors looking for assets correlated to the stock indices, but with a higher return potential. As such, now that QT has ended, Bitcoin could be headed for a rally. The fact that Bitcoin ETFs are also starting to record strong inflows hints at a possible rally going into the future. 

Possible Rate Cut Within December Could Add to Bitcoin Momentum

Still related to the Federal Reserve is the expectation that they will cut interest rates in the upcoming FOMC. The odds of a rate cut have shot up to over 89%, from 39% a few days ago. A rate cut coming shortly after the end of QT could mean a massive injection of liquidity into the financial markets. It has the potential to send risk-on assets such as Bitcoin into a parabolic bull rally. This may explain the ETF inflows, as it could mean that smart money is accumulating Bitcoin ahead of a rate cut.

Markets are now pricing an almost certain December rate cut with odds sitting near 87% 👀 pic.twitter.com/ec4mDUmf4J

— Polymarket Money (@PolymarketMoney) November 28, 2025

Once the rate cut is confirmed, FOMO from retail money could send Bitcoin to new all-time highs. The flatlining price after the Yearn Finance hack that triggered a minor selloff is an indicator that buyers are establishing a price floor. As such, new volumes coming in are likely buy-side volumes and could trigger an upside from this point going into the foreseeable future. 

BTC Eyes $93k After Rebounding From Key Support and Liquidity Sweep

Bitcoin is trading at the $87,905 – $86,636 support level. This is after a brief breach of this level on December 1. Such a rebound back into a demand zone is an indicator that the brief drop through it was a hunt for liquidity.

If demand continues to rise and Bitcoin breaks out of its current demand zone, then a rally to the November 28 high of $93,101 could follow. The rising ETF inflows despite a lack of momentum across the cryptocurrency market point to the possibility of such a rally.

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