Binance Market Update | Bitcoin Breaks Below Its 200-Week Average at $67,652 as Dollar Tops 103 and ETFs Swing to $1.56B in 2026 Outflows

Bitcoin fell as low as $67,652, below its 200-week moving average near $68,000, and under $70,000 for the first time since August 19. The Dollar Index rose above 103, its highest since April 2025, and the US 10-year yield hit 5.125%. More than $1.3B in crypto futures was liquidated in 24 hours, $677M of it bitcoin. US spot bitcoin ETFs are now down $1.56B for 2026 after losing about $2.57B since October 30. October PPI rose 6.5% year over year, just below the 6.6% forecast. Strategy reported a $19.53B quarterly profit, almost all from bitcoin book gains, and faces removal from the MSCI USA Index after November 30.Bitcoin Breaks Below 200-Week Moving Average as Dollar Tops 103 and US 10-Year Yield Hits 5.125%Bitcoin fell as low as $67,652 on Friday, below its 200-week average of around $68,000, after breaking $70,000 for the first time since August 19. It is down more than 3.5% over 24 hours, 16% over the month and 17% this quarter. Ether fell below $2,000 for the first time since August, XRP traded close to $1, SOL fell below $80, and GT, STX and XMR dropped 7% or more. The DXY rose above 103, its highest since April 2025, up nearly 2% since early October. The 10-year yield reached 5.125% and the 30-year 5.459%, with yields also rising in the UK, France, Germany and Japan. More than $1.3B was liquidated over 24 hours per CoinGlass, bitcoin $677M, with nearly $500M wiped out as price broke $70,000. The largest single liquidation was a bitcoin long above $31M on Hyperliquid. Gold traded just below $3,900, WTI at $89 and Brent above $96. Microsoft is working to restore Outlook, Teams and Copilot after a global outage, with no sign of a cyberattack.Bitcoin ETFs Swing to $1.56 Billion in 2026 Outflows After Losing $2.6 Billion in Two WeeksUS spot bitcoin ETFs are down $1.56B for 2026 per SoSoValue, from up about $1.01B on October 29. A $643.3M outflow on October 30 cut the total to $368M. Weekly flows: -$202.6M (week to Oct 30), -$1.28B (week to Nov 6), -$643.6M (Nov 9-12). From October 30 to Thursday the funds lost about $2.57B (calculated). This is the 12th week of 2026 with outflows above $500M, against 15 in all of 2025 and four in 2024; four more in the last six weeks would make 2026 a record. The funds took in $21.37B in 2025 and $35.24B in 2024. CoinDesk said the redemptions help explain the latest drop.Retail Investors Buy $1.6 Billion of Nvidia in Three Days, the Most in Over a Year, as Analysts Turn CautiousRetail investors bought a net $1.6B of Nvidia over three days, the most in any three-day stretch in at least 12 months: about $590M on November 9, $730M on November 10 (the most in a single day since March, when shares fell 5.5%) and $300M on November 11. In the first 30 minutes on November 12, net buying was about $111M, a record for the opening half hour. NVDL took in about $401M this week and NVDU about $64M. Citi cut its target to $285 from $315 and Morgan Stanley removed Nvidia from its top picks while keeping overweight. Nvidia’s board is investigating reports about CEO Jensen Huang.Strategy Reports $19.53 Billion Quarterly Profit, Nearly All From Bitcoin Book GainsStrategy reported net profit of $19.53B on operating revenue of $20.91B, nearly all from bitcoin’s increase in book value under accounting rules adopted in 2025. Software revenue was $125.4M, down 3% year over year. MSCI will remove Strategy from the MSCI USA Index after the close on November 30, also affecting the MSCI World and ACWI US components. Strategy estimates tracking funds hold about 13M MSTR shares (3.1% of common stock) and calls the amount manageable. The removal does not take it off Nasdaq or force bitcoin sales. MSCI approved rules in October excluding vehicles that primarily hold financial assets; Strategy called them “discriminatory, arbitrary and misleading.” A lower share price could reduce what it raises, but that does not necessarily mean fewer bitcoin purchases.US PPI Rises 6.5% a Year in October, Slightly Below 6.6% ForecastProducer prices rose 6.5% year over year in October, below the 6.6% expected but up from 6.3% in September. It is the last major inflation report before the Fed’s December 8-9 meeting, where markets expect a hike, and follows the hotter-than-expected CPI.