A similar setup emerged in mid 2021 amid China’s mining ban, when prices dropped to $30,000. Funding rates were also at their most extreme during the FTX collapse in November 2022, when bitcoin bottomed near $15,000.

The trend continued into 2023, when funding rates flipped negative during the Silicon Valley Bank crisis, coinciding with bitcoin briefly dipping below $20,000 before recovering. More recently, episodes such as the yen carry trade unwind in August 2024 and the April 2025 “Liberation Day” selloff also saw negative funding align with local lows.

The persistence of negative funding rates suggests that bearish positioning remains elevated, even as price action trends higher. This divergence may indicate that the market is climbing a wall of worry, with short positioning potentially acting as fuel for further upside.

AI Disclaimer: Parts of this article were generated with the assistance from AI tools and reviewed by our editorial team to ensure accuracy and adherence to our standards. For more information, see CoinDesk’s full AI Policy.

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Bitcoin (modified by CoinDesk)

Bitcoin is hovering near $75,000 as steady institutional demand meets a wall of supply, while the options market is biased toward downside hedges.

What to know:

  • Bitcoin is hovering near $75,000 as steady institutional demand meets a wall of supply.
  • Derivatives data show rising open interest and subdued liquidations alongside low implied volatility, suggesting traders are quietly adding exposure while remaining cautious, with options markets still biased toward downside hedges.
  • Decentralized exchange aggregator CoW Swap suffered…

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