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Bitcoin Struggles to Hold $80,000 as ETF Buying Cuts Available Supply

Concentrated spot‑ETF inflows have removed large amounts of Bitcoin from exchanges, leaving price vulnerable to shifts in US economic data.

Overview

  • Friday’s US jobs report showing 162,000 payrolls strengthened near‑term Fed hike odds and pushed Bitcoin back below $80,000 after an intraday run toward $82,000–$83,000.
  • United States spot Bitcoin ETFs have injected roughly $986.9 million in the most recent week and about $3.8 billion over three weeks, lifting combined ETF assets to about $101.3 billion.
  • Technical attempts to clear the $81,000–$83,000 resistance zone have repeatedly failed and analysts note a potential golden cross around September 11 that could signal momentum if price holds.
  • On‑chain data show continued institutional accumulation and tightened float, including sizeable exchange net withdrawals, Morgan Stanley’s MSBT transfers from Coinbase Prime, and seven early miner wallets moving about 350 BTC.
  • The rally’s durability now hinges on upcoming US CPI and the Fed meeting in mid‑September because a stronger inflation print or a hawkish Fed reaction could reverse flows and trigger leveraged liquidations.