Shift from Bearish to Bullish: Major Investments in Bitcoin Signal Market Recovery

Bitcoin (BTC) has rebounded to over $93,000 following a sharp decline, drawing attention to a crucial change in market dynamics, particularly among significant U.S. investors.

Important Indicator Turns Positive

Research from XWIN Research Japan reveals that the Coinbase Premium Index has returned to a positive value after spending much of November in negative territory. During that time, Bitcoin’s price had fallen below $90,000, indicating reduced buying pressure from U.S. investors. However, offshore interest remained steady. Historically, a negative premium suggests a conservative stance among regulated U.S. investors.

This week marks a shift, with major developments, including Charles Schwab’s announcement to commence Bitcoin and Ethereum trading in early 2026. This follows Vanguard’s unexpected policy change concerning digital assets.

Additionally, XWIN disclosed that Japan is on the verge of approving Bitcoin ETFs, potentially inviting $3–10 billion into the market during the early adoption phase. These significant inflows, along with U.S. and European ETF interests, could exert considerable upward pressure on Bitcoin’s price.

Recent reports from Coinbase Institutional suggest that December could bring much-needed relief to the market after Bitcoin’s dismal November. The firm noted that Bitcoin’s price dropped significantly relative to its 90-day average, while the S&P 500 experienced only a slight decline.

Strengthening Market Structure

In addition to increased conventional investments, the current price rise is remarkable for its consistency. Data from Binance indicates that Bitcoin’s price surge to the $93,000 level coincided with a decrease in the Estimated Leverage Ratio (ELR) to its lowest level in a month, implying a reduction in risky trading practices. This shift suggests a more stable foundation for price growth, reducing the risk of drastic downturns caused by mass liquidations.

Analyst COINDREAM emphasized that a rapid recovery in the Coinbase Premium Gap has often correlated with market stabilization patterns. The surge can be attributed to substantial buyers emerging at potentially lower price points.

Conclusion

The convergence of traditional investment flows and a reduction in speculative trading indicates a promising outlook for Bitcoin as large investors reinstate their buying strategies.