Crypto DeFi Macro Trading

BTC Market Structure Update — Macro Events Set the Short-Term Direction

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@dorazombiiee
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BTC Market Structure Update — Macro Events Set the Short-Term Direction

Quick Briefing

  • Here's the scoop: BTC's recent choppy price action, full of wicks and mixed signals, isn't a sign of a breakdown. It's actually a "leverage reset" and a liquidity-driven phase, where the market is clearing out positions before a clearer direction sets in. The big picture, looking at the weekly chart, is still bullish.
  • Why this matters: This confusing phase is setting the stage for the next short-term move, which will likely be triggered by upcoming macro events like jobs data and especially CPI. The analysis leans towards an upside resolution, meaning a potential move higher, once the market sweeps out the existing liquidity – but only if inflation news doesn't come in hotter than expected.
  • The key thing to watch: Keep a close eye on the upcoming CPI report (December 18th) – if inflation comes in significantly hotter than expected, it could flip the script. For upside continuation, we need to see BTC accept price levels above $95k–$96k with follow-through. A clean break and acceptance below $84.5k would invalidate this whole bullish setup.

Over the last few days $BTC price action looked confusing on purpose. Volatility, wicks, and mixed signals made it hard to force a clean bias. That phase is normal. What matters now is how short-term structure, trading data, and higher‑timeframe trend align.


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Short-term structure (2h)

Research Image
Source: https://in.tradingview.com/chart/peOjf9dh/?symbol=BITSTAMP%3ABTCUSD

On the 2h chart, BTC is trading inside a tight range with repeated long wicks on both sides. This is not organic trend movement. It is macro-driven and liquidation-driven. Liquidity is clearly stacked below $84.5k–$86k, where most long liquidations sit, and above $95k–$96k, where short liquidations begin. Until one side is fully cleared and accepted, price action will continue to expand with wicks rather than direction.


Trading Data Confirmation

Research Image
Source: https://coinglass.com

Derivatives data supports this view. Open interest has cooled roughly 3–5% from the recent local peak, which shows leverage is being reduced, not added. Funding rates remain near flat, meaning neither longs nor shorts are aggressively positioned. Liquidations are controlled, mostly hitting weak longs without any sign of panic or capitulation. The long/short ratio stays around 65–70% long, indicating a bullish bias but no stress. This environment reflects a leverage reset, not distribution and not a confirmed breakout.


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RESEARCH · Saturday, December 13, 2025 · 7:22 AM CoinBelieve Intelligence Vol. 2026 · res_693d5a7788cbc3.78863506
Research

CoinBelieve

Crypto · DeFi · Macro · Trading  |  Est. Read: min  |  18 Reads

BTC Market Structure Update — Macro Events Set the Short-Term Direction

⚡ Quick Briefing
  • Here's the scoop: BTC's recent choppy price action, full of wicks and mixed signals, isn't a sign of a breakdown. It's actually a "leverage reset" and a liquidity-driven phase, where the market is clearing out positions before a clearer direction sets in. The big picture, looking at the weekly chart, is still bullish.
  • Why this matters: This confusing phase is setting the stage for the next short-term move, which will likely be triggered by upcoming macro events like jobs data and especially CPI. The analysis leans towards an upside resolution, meaning a potential move higher, once the market sweeps out the existing liquidity – but only if inflation news doesn't come in hotter than expected.
  • The key thing to watch: Keep a close eye on the upcoming CPI report (December 18th) – if inflation comes in significantly hotter than expected, it could flip the script. For upside continuation, we need to see BTC accept price levels above $95k–$96k with follow-through. A clean break and acceptance below $84.5k would invalidate this whole bullish setup.

Over the last few days $BTC price action looked confusing on purpose. Volatility, wicks, and mixed signals made it hard to force a clean bias. That phase is normal. What matters now is how short-term structure, trading data, and higher‑timeframe trend align.


Short-term structure (2h)

Research Image
Source: https://in.tradingview.com/chart/peOjf9dh/?symbol=BITSTAMP%3ABTCUSD

On the 2h chart, BTC is trading inside a tight range with repeated long wicks on both sides. This is not organic trend movement. It is macro-driven and liquidation-driven. Liquidity is clearly stacked below $84.5k–$86k, where most long liquidations sit, and above $95k–$96k, where short liquidations begin. Until one side is fully cleared and accepted, price action will continue to expand with wicks rather than direction.


Trading Data Confirmation

Research Image
Source: https://coinglass.com

Derivatives data supports this view. Open interest has cooled roughly 3–5% from the recent local peak, which shows leverage is being reduced, not added. Funding rates remain near flat, meaning neither longs nor shorts are aggressively positioned. Liquidations are controlled, mostly hitting weak longs without any sign of panic or capitulation. The long/short ratio stays around 65–70% long, indicating a bullish bias but no stress. This environment reflects a leverage reset, not distribution and not a confirmed breakout.


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