Bitcoin Week: AI Stock Crash and Hot CPI Drag BTC to Its Lowest Since August

By India Crypto Research|3 mins read

Last Updated on: Nov 11, 2026|Published On: Nov 11, 2026

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Key Takeaways

BTC closed at about $75,333 on 10 November, down about 2.8% from about $77,488 on 3 November.
BTC hit $81,004 on 4 November, then lost 5.54% on 5 November in an AI and chip stock sell-off. That was the worst day of the window.
Hot jobs and inflation data pushed December rate-hike odds to about 85%. BTC touched about $72,787, its lowest since August.
US spot BTC ETFs lost about $1.06B, with four straight days of outflows. IBIT has seen seven straight days of redemptions.
Strategy bought 1,036 BTC and now holds 850,364 BTC. MARA sold 13,597 BTC over six weeks.

Part of a series

weekly coin updates

Bitcoin's Week. A $387M Hack Gets Resolved, ETFs Snap a 9-Day Streak, and Bitcoin Knocks on $87K Again

1. Monday, Sept 28: Recovery starts for Bitget hack
2. Tuesday, Sept 29: Ethereum Withdrawals Resume, ETF Streak Continues
3. Wednesday, Sept 30: The Streak Breaks, USDT Withdrawals Resume
4. Thursday, 1 October: Q4 opens with a rebound
5. Friday, 2 October: whipsaw price action from the jobs report

Ethereum's Week. A Record Quarter Closes, $2,800 Holds Firm Again, and a MetaMask Scare Jams the Staking Queue

Solana's Week. A Phantom Alpenglow Date, ETFs Hit the Brakes, and SOL Ends a Huge Quarter Near $120

1. Monday, 28 September: Alpenglow date passes
2. Tuesday, 29 September: the floor for the week
3. Wednesday, 30 September: the quarter closes, and the ETF run pauses
4. Thursday, 1 October: a bank stablecoin launches, along with the start of Q4
5. Friday, 2 October: a September jobs report sparks a spike that fades
6. Saturday, 3 October: a quiet climb
7. Where the Treasury Buyer Stands
8. Where Alpenglow Actually Stands
9. Just after the window: Solana DvP (announced 5 October)
10. What it means

BNB's Week. A Failed Run at $810, a Tokenised-Stock First, and a Fed-Minutes Wobble on 7 October

1. Monday, 28 September: A soft start
2. Tuesday, 29 September: The low of the week
3. Wednesday, 30 September: The quarter closed up
4. Thursday, 1 October: Quiet start to Q4
5. Friday, 2 October: Jobs report and a tokenised stock milestone
6. Saturday, 3 October: Best day of the week
7. Sunday, 4 October: Just under $800
8. Monday, 5 October: The $800 test
9. The burn and the ETF
10. What it means

XRP Week: ETF Streak Hits 12, Evernorth’s XRPN Nears Nasdaq

1. Monday 28 September
2. Tuesday 29 September
3. Wednesday 30 September
4. Thursday 1 October: Q4 opens, escrow unlocks
5. Friday 2 October: Jobs report whipsaw
6. Saturday 3 October: The quiet day
7. Sunday 4 October: The best day of the week
8. ETF flows: slower, but the streak continues
9. Evernorth heads to Nasdaq
10. XRP Ledger upgrades
11. Extended window: 5 to 7 October
12. What it means

Bitcoin Week: $80K Defended, ETFs Turn Green and Strategy Hits 848,000 BTC

1. Monday 5 October: Week opens near the highs
2. Tuesday 6 October: Inflows return
3. Wednesday 7 October: Fed minutes push to the downside
4. Thursday 8 October: The low for the week
5. Friday 9 October: Buying returns
6. Saturday 10 October: Quiet
7. Sunday 11 October: Back above $83,500
8. ETF flows (Farside)
9. Top five Bitcoin ETFs (by Bitcoin held)
10. Top five public treasury companies (by BTC held)
11. Bitcoin Core update
12. What’s in 32.0?
13. What it means

Ethereum Week: Glamsterdam Goes Live on Sepolia as ETH Buyers Defend $2,400

1. Monday 5 October
2. Tuesday 6 October
3. Wednesday 7 October
4. Thursday 8 October
5. Friday 9 October
6. Saturday 10 October
7. Sunday 11 October
8. ETF flows (Farside)
9. Top five Ethereum ETFs by ETH held (as of 9 October)
10. Top five public treasury companies by ETH held
11. Updates to the Ethereum software: Glamsterdam on testnets
12. Staking and the MetaMask validator exit
13. What it means

Solana Week: 200ms Slots Arrive and Alpenglow Gets a Date

1. Monday 5th October: SOL starts down
2. Tuesday 6th October: flat
3. Wednesday 7th October: starts to slide
4. Thursday 8th October: big drop
5. Friday 9th October: 200ms slots go live
6. Saturday 10th October: small bounce
7. Sunday 11th October: weekly close
8. Monday 12th October: SkyAI sells
9. Tuesday 13th October: new low, Alpenglow date
10. ETF flows (Farside)
11. The five largest SOL ETFs by size (US spot funds, ranked by assets)
12. The five largest Solana treasury companies by SOL held
13. Software and network updates
14. What it means

XRP Week: Batch Goes Live, Evernorth Lists, ETFs Keep Buying

1. Thursday 8 October: $1.3798 (-2.93%)
2. Friday 9 October: $1.3956 (+1.14%)
3. Saturday 10 October: $1.4020 (+0.46%)
4. Sunday 11 October: $1.4102 (+0.59%)
5. Monday 12 October: $1.3413 (-4.89%)
6. Tuesday 13 October: $1.3658 (+1.83%)
7. Wednesday 14 October: $1.3315 (-2.52%)
8. Thursday 15 October
9. XRP ETFs: Flows and Statistics (as of Oct. 14)
10. Top Five XRP ETFs by Amount of XRP Held (as of Oct. 14, closing prices)
11. Top XRP Treasury Companies
12. Software Releases
13. What it means

BNB Week: Buyers Defend $718 as the 37th Burn Nears

1. Thursday 8 October: The Flush
2. Friday 9 October: Steadier
3. Saturday 10 October: Small Gains
4. Sunday 11 October: Weekly Close
5. Monday 12 October: Further Losses
6. Tuesday 13 October: Dip Bought
7. Wednesday 14 October: Softer Again
8. US Spot BNB ETFs
9. Top BNB Treasury Companies
10. Updates on BNB Chain
11. What’s next: The 37th burn
12. What it means

BTC Week: $550M ETF Inflows, Strategy Keeps Buying, BTC Holds Range

1. Monday 12 October: $81,842.3 (-2.29%)
2. Tuesday 13 October: $83,156.8 (+1.61%)
3. Wednesday 14 October: $81,657.0 (-1.80%)
4. Thursday 15 October: $82,227.5 (+0.70%)
5. Friday 16 October: $81,587.4 (-0.78%)
6. Saturday 17 October: $81,477.7 (-0.13%)
7. Sunday 18 October: $82,111.0 (+0.78%)
8. Monday 19 October: $81,923.9 (-0.23%)
9. Tuesday 20 October: $83,012.4 (+1.33%)
10. Wednesday 21 October: approx. $83.5K (provisional)
11. US spot BTC ETF flows (Farside, cross-checked against SoSoValue-based reports)
12. Top 5 BTC ETFs by BTC held (BitcoinTreasuries.net, 21 Oct)
13. Top BTC Treasury Companies
14. Software updates
15. Bitcoin Supply and Holdings
16. What it means

ETH Week: ETFs Shed $449.5M, but BitMine Tops 6M ETH

1. Monday 12 Oct: $2,447 (-3.55%)
2. Tuesday 13 Oct: $2,498 (+2.09%)
3. Wednesday 14 Oct: $2,422 (-3.06%)
4. Thursday 15 Oct: $2,443 (+0.87%)
5. Friday 16 Oct: $2,423 (-0.79%)
6. Saturday 17 Oct: $2,403 (-0.84%)
7. Sunday 18 Oct: $2,411 (+0.32%)
8. Monday 19 Oct: $2,408 (-0.10%)
9. Tuesday 20 Oct: approx. $2,446 (+1.60%)
10. Wednesday 21 Oct: provisional
11. ETF flows (Farside, cross-checked with SoSoValue-based reports)
12. The top 5 Ethereum ETFs by ETH held (derived from net assets at the 20 Oct price)
13. Top 5 public treasury companies by ETH Holdings
14. Ethereum Software Updates: Glamsterdam
15. Ethereum Supply and Holdings
16. What it means

SOL Week: Alpenglow Arrives on Mainnet as SOL Holds Its Range

1. 14th Oct Wed - $104.25 (-2.39%)
2. 15th Oct Thurs - $105.42 (+1.13%)
3. 16th Oct Fri - $104.40 (-0.97%)
4. 17th Oct Sat - $103.44 (-0.92%)
5. 19th Oct Mon - $105.05 (+0.89%)
6. 20th Oct Tues - $106.51 (+1.40%)
7. 21st Oct Wed - Provisional close $107.8
8. ETF flows (Farside matched with TokenPost)
9. Top 5 SOL ETFs by assets (The Block, undated)
10. Top Solana treasury companies by SOL held
11. SkyAI
12. Updates on Solana
13. Supply of Solana
14. What it means

XRP Week: Price Holds the $1.29 Floor as ETF Inflows Return

1. Friday 16 Oct: $1.3110 (-1.77%)
2. Saturday 17 Oct: $1.2934 (-1.34%)
3. Sunday 18 Oct: $1.3070 (+1.05%)
4. Monday 19 Oct: $1.3036 (-0.26%)
5. Tuesday 20 Oct: $1.3355 (+2.44%)
6. Wednesday 21 Oct: about $1.365 (+2%)
7. Thursday 22 Oct: about $1.31 (-4%)
8. ETF flows (SoSoValue-based reports)
9. Top 5 US spot XRP ETFs by XRP held (xrp-insights, 21 Oct close)
10. Top XRP treasury companies
11. Recent updates to the XRP Ledger and XRP services
12. Supply and Holdings
13. Implications

Bitcoin Week: $80K Support Holds Through the Biggest ETF Outflow Since June

1. Thursday, October 22: $81,409.3 (-3.17%)
2. Friday, October 23: $81,168.0 (-0.30%)
3. Saturday 24 Oct: $80,870.5 (-0.37%)
4. Sunday 25 Oct: $80,405.1 (-0.58%)
5. ETF flows (Farside, US Spot BTC ETFs)
6. Top 5 BTC ETFs by BTC held (Bitbo, 21 Oct, before the 22-23 Oct outflows)
7. Top BTC treasury companies (latest filed or reported holdings)
8. Software updates
9. Bitcoin supply and holdings
10. What it means

Solana Week: SOL Holds $100 as Alpenglow Goes Live and SkyAI Exits

1. Whale Movement
2. ETF flows (SoSoValue matched with TokenPost, KuCoin, ChainCatcher and Coinboss)
3. Largest Solana ETF
4. Top Solana treasury companies by SOL held
5. SkyAI
6. Updates on Solana
7. Supply of Solana

Ethereum Week: Exchange Outflows Hit a 4-Month High as BitMine Keeps Buying

1. Thursday 22 Oct: $2,389.41 (-3.39%)
2. Friday 23 Oct: $2,387.41 (-0.08%)
3. Saturday 24 Oct: $2,359.25 (-1.18%)
4. Sunday 25 Oct: $2,329.41 (-1.26%)
5. Monday 26 Oct: $2,317.89 (-0.49%)
6. ETF flows (Farside for 22-23 Oct, SoSoValue for 26 Oct)
7. Top 5 ETH ETFs by ETH held (derived from net assets ÷ ETH price, 22-26 Oct)
8. Top 5 public treasury companies by ETH held.
9. Ethereum software updates: Glamsterdam
10. Ethereum supply and holdings
11. What it means

BNB Week: Jenner Fork Hits Testnet as BNB Holds Above $730

1. 22nd Oct Wed: $731.28 (-2.02%)
2. 24th Oct Fri: about $739.6 (about flat)
3. 26th Oct Sun: about $742.7 (+0.56%)
4. 27th Oct Mon: about $745.1 (about +0.3%)
5. 28th Oct Tues: close not confirmed
6. Network activity (Q3)
7. US spot BNB ETFs
8. Top BNB Treasury Companies
9. BNB Chain
10. BNB Supply and Holdings

Bitcoin Week: $6.3B Binance Hack and $717M ETF Outflows Drag BTC Down 3.4%

1. Monday 26 Oct: $80,126 (flat)
2. Tuesday 27 Oct: $80,907 (+0.97%)
3. Wednesday 28 Oct: $81,338 (+0.53%)
4. Thursday 29 Oct: $77,972 (-4.14%)
5. Friday 30 Oct: $77,321 (-0.83%)
6. Saturday 31 Oct: $77,550 (+0.30%)
7. Sunday 1 Nov: $78,337 (+1.01%)
8. Monday 2 Nov: about $76,820 (about -1.9%)
9. Tuesday 3 Nov: about $77,370 (about +0.7%)
10. ETF flows
11. What it means

Ethereum Week: ETH Holds $2,200 Despite the Binance Hack and $568M of ETF Outflows

1. Tuesday 27 Oct: $2,350.86 (+1.18%)
2. Wednesday 28 Oct: $2,359.59 (+0.37%)
3. Thursday 29 Oct: $2,252.89 (-4.52%)
4. Friday 30 Oct: $2,244.49 (-0.37%)
5. Saturday 31 Oct: $2,255.47 (+0.49%)
6. Sunday 1 Nov: $2,275.96 (+0.91%)
7. Monday 2 Nov: about $2,250 (about -1.1%)
8. Tuesday 3 Nov: about $2,280 (about +1.3%)
9. ETF flows
10. What it means

Solana Week: Record ETF Outflows and the Binance Hack Drag SOL Down 8.4%

1. Wednesday 28 Oct: $102.44 (+1.08%)
2. Thursday 29 Oct: $95.64 (-6.64%)
3. Friday 30 Oct: $96.38 (+0.77%)
4. Saturday 31 Oct: $95.54 (-0.87%)
5. Sunday 1 Nov: $94.53 (-1.06%)
6. Monday 2 Nov: $91.98 (-2.70%)
7. Tuesday 3 Nov: $92.83 (+0.92%)
8. ETF Flows
9. Treasury Companies
10. What It Means

BNB Week: BNB Takes the Hardest Hit From the $6.3B Binance Hack, Then Rebounds

1. Thursday 29 Oct: $698.65 (-8.02%)
2. Friday 30 Oct: $704.39 (+0.82%)
3. Saturday 31 Oct: $703.60 (-0.11%)
4. Sunday 1 Nov: $712.69 (+1.29%)
5. Monday 2 Nov: $699.24 (-1.89%)
6. Tuesday 3 Nov: $698.69 (-0.08%)
7. Wednesday 4 Nov: $720.06 (+3.06%)
8. US spot BNB ETF
9. Top BNB Treasury companies
10. BNB Chain
11. What it means

XRP Week: Whales Buy, XRPL Fix Goes Live, Then a Tech Crash Drags XRP to $1.21

1. Friday 30 Oct: about $1.26 (about +1.6%)
2. Saturday 31 Oct: about $1.25 (about -0.4%)
3. Sunday 1 Nov: about $1.25 (about flat)
4. Monday 2 Nov: about $1.25 (about flat)
5. Tuesday 3 Nov: about $1.28 (about +2.2%)
6. Wednesday 4 Nov: about $1.30 (about +2.2%)
7. Thursday 5 Nov: about $1.21 (about -7%)
8. ETF flows
9. Treasury companies
10. What it means

Current Article

Bitcoin Week: AI Stock Crash and Hot CPI Drag BTC to Its Lowest Since August

1. Wednesday 4 Nov: $80,504 (+3.89%)
2. Thursday 5 Nov: $76,044 (-5.54%)
3. Friday 6 Nov: $75,874 (-0.22%)
4. Saturday 7 Nov: $75,974 (+0.13%)
5. Sunday 8 Nov: $74,728 (-1.64%)
6. Monday 9 Nov: $75,333 (+0.81%)
7. Tuesday 10 Nov: about $73,600 (about -2.3%)
8. ETF flows
9. What it means

Ethereum Week: ETH Breaks Its 200-Day Average as Glamsterdam Stalls

1. Wednesday 4 Nov: $2,425.00 (+6.47%)
2. Thursday 5 Nov: $2,236.83 (-7.76%)
3. Friday 6 Nov: $2,238.94 (+0.09%)
4. Saturday 7 Nov: $2,239.78 (+0.04%)
5. Sunday 8 Nov: $2,126.39 (-5.06%)
6. Monday 9 Nov: $2,134.26 (+0.37%)
7. Tuesday 10 Nov: $2,052.65 (-3.82%)
8. ETF flows
9. What it means

Solana Week: ETFs Sell, Treasuries Buy, and SOL Breaks Its 200-Day Average

1. Wednesday 4 Nov: $95.59 (+2.92%)
2. Thursday 5 Nov: $89.26 (-6.62%)
3. Friday 6 Nov: $90.14 (+0.99%)
4. Saturday 7 Nov: $89.79 (-0.39%)
5. Sunday 8 Nov: $86.43 (-3.74%)
6. Monday 9 Nov: $86.69 (+0.30%)
7. Tuesday 10 Nov: $83.34 (-3.86%)
8. ETF flows
9. Treasury companies
10. What it means

Bitcoin hit $81,004 on 4 November. Six days later it was trading under $73,000.

BTC closed at about $77,488 on 3 November and ended 10 November at about $73,600, down about 5.0%. The post-election rally lasted ONE day. An AI and chip stock sell-off on 5 November took it all back, and BTC dropped 5.54%, its worst day of the window. Then came a hot jobs report on 6 November and hot inflation data on 10 November. Both pushed up bets on a December Fed rate hike. BTC fell to about $72,787 on 10 November, its lowest since August, and closed just above $73,500. US spot BTC ETFs lost about $1.06B, with four straight days of outflows. Strategy bought 1,036 BTC. Miner MARA said it had sold 13,597.

Prices are UTC day closes from Coinranking. The 10 November close is approximate. The 3 November close, approximate in the last recap at $77,370, is now confirmed at $77,488.

Wednesday 4 Nov: $80,504 (+3.89%)

The best day of the window. BTC broke above $80,000 the day after the US midterm elections and hit $81,004 (CoinGecko). Shorts got squeezed hard: about $378M of short positions were liquidated in one hour (CryptoTicker).

ETFs: +$74.57M, ending three days of outflows. FBTC took in $236.72M, ARKB $19.90M, BITB $15.21M and BTCO $3.98M. IBIT was the only fund losing money, at -$201.24M.

Thursday 5 Nov: $76,044 (-5.54%)

The worst day of the window. And it started in the stock market. Investors dumped AI and chip names. The Nasdaq 100 fell 6.4%, its worst session since March 2020, and the Philadelphia Semiconductor Index dropped 12%. BTC went from about $80,882 to below $76,000. More than $1B of crypto positions were liquidated in 24 hours, mostly longs (CoinGlass via CoinDesk).

Trump Media also moved 4,259 BTC to Crypto.com (CryptoTicker).

ETFs: -$430.2M (SoSoValue via KuCoin).

Friday 6 Nov: $75,874 (-0.22%)

The October jobs report came in HOT. 165,000 new jobs, nearly 3 TIMES the 59,000 expected. Unemployment fell to 4.1%. CME FedWatch odds of a December rate hike jumped to about 79%, from about 70% (Bitcoin Magazine). BTC stayed stuck between about $75,240 and $76,280.

ETFs: -$411.92M. IBIT lost $403M on its own. BITB -$20.55M, ARKB -$20.09M, GBTC -$11.11M. FBTC was the only inflow at +$42.82M.

Saturday 7 Nov: $75,974 (+0.13%)

The Crypto Fear and Greed Index dropped to 25. Extreme fear (CryptoTicker).

No ETF flows over the weekend.

Sunday 8 Nov: $74,728 (-1.64%)

BTC slipped under $75,000.

Monday 9 Nov: $75,333 (+0.81%)

Strategy kept buying. It added 1,036 BTC for $81.9M at an average of $79,012 between 2 and 8 November, and now holds 850,364 BTC at an average cost of $75,456. That means BTC closed the day BELOW Strategy’s average cost. It also bought back $188.3M of STRC, paid for by selling MSTR shares (SEC 8-K).

Stocks jumped. The S&P 500 had its best day since April. BTC didn’t follow (CoinDesk).

ETFs: -$201.08M (IBIT -$213.23M, ARKB -$9.91M, MSBT +$22.06M). That’s seven straight days of redemptions for IBIT.

Tuesday 10 Nov: about $73,600 (about -2.3%)

October CPI rose 0.4% against 0.3% expected. Core rose 0.3% against 0.2%. Prediction-market odds of a December hike climbed to about 85% (Bitcoin.com News). BTC fell to about $72,787 on Bitstamp, its lowest since August (Forbes), and finished the day near $73,600.

MARA said it had sold 13,597 BTC for about $1.1B over six weeks. And it plans to sell more (CoinDesk).

About $632M of crypto positions were liquidated in 24 hours, $169M of that in BTC (CoinGlass via Bitcoin.com News).

ETFs: -$95.00M (IBIT -$78.24M, MSBT +$20.03M). Fourth straight day of outflows (SoSoValue via PANews).

ETF flows

4 to 10 November: about -$1.06B. Cumulative net inflows are down to about $55.40B. Net assets sit at about $92.82B, or 6.26% of BTC’s market cap (SoSoValue, 10 Nov). And spot BTC ETFs are now NEGATIVE for 2026 (CoinDesk). Each of the last two years brought in more than $20B.

What it means

So what broke BTC this week? Macro. AI stocks cracked, jobs and inflation both ran hot, and markets now price in a Fed HIKE in December. ETF money kept leaving the whole time. BTC still held $73,000 on a closing basis.

Support is $73,000 to $73,200, where the 200-day average sits, then about $69,000. Resistance is about $78,000, then $80,000 to $81,000 (21Shares, Bitget via The Block).

Watch the MSCI index review on 11 November, where Strategy is a candidate for removal. Then the Fed minutes on 18 November, PCE inflation on 25 November and the Fed decision on 9 December. If ETF outflows keep running at this pace, expect another test of $73,000 before the Fed meets.

Data and sources: Prices from Coinranking and CoinGecko; ETF flows from SoSoValue via TokenPost, KuCoin and PANews, plus Farside via CoinDesk; Strategy from its SEC 8-K; macro data from Bitcoin Magazine, The Block and Bitcoin.com News; market news from CoinDesk, Forbes and CryptoTicker; liquidations from CoinGlass.

Disclaimer

India Crypto Research operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from an impartial financial advisor.