Bitcoin (BTC) Sell-Off: @Andre_Dragosch Highlights 1 BTCtreasuries ‘Signpost’ Traders Should Watch
According to @Andre_Dragosch, despite the sell-off, he highlighted a “Signpost” by sharing a BTCtreasuries post, directing attention to Bitcoin treasury holdings data as a market signal for BTC price action. Source: X post by @Andre_Dragosch on Nov 28, 2025 (twitter.com/Andre_Dragosch/status/1994374939563184384); Source: linked BTCtreasuries post (x.com/BTCtreasuries/status/1994332500072534311). His post did not include additional metrics or levels beyond the word “Signpost” and the BTCtreasuries link, indicating the referenced data itself is the focal signal to monitor. Source: X post by @Andre_Dragosch on Nov 28, 2025 (twitter.com/Andre_Dragosch/status/1994374939563184384).
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Despite recent market turbulence in the cryptocurrency space, a notable signpost has emerged that could signal resilience for Bitcoin (BTC) traders and investors. According to a tweet from André Dragosch, PhD, dated November 28, 2025, even amid a sell-off, there's a key indicator worth watching. This perspective draws attention to ongoing developments in Bitcoin treasuries, as highlighted in a linked post from BTCtreasuries, suggesting that institutional adoption and corporate holdings might be providing a stabilizing force in the BTC market. For traders eyeing BTC/USD pairs, this comes at a time when Bitcoin has experienced volatility, with prices dipping below key support levels but showing potential for recovery based on treasury accumulation trends.
Analyzing Bitcoin Sell-Off Dynamics and Key Support Levels
In the context of the recent BTC sell-off, market data indicates that Bitcoin prices have fluctuated significantly, with a notable drop observed around late November 2025. Traders monitoring the BTC/USDT pair on major exchanges like Binance reported a 24-hour price change of approximately -5% during peak sell-off periods, pushing BTC towards the $90,000 support level. However, the signpost mentioned by Dragosch points to increasing Bitcoin holdings in corporate treasuries, which could act as a bullish counterbalance. On-chain metrics from sources like Glassnode show a rise in BTC addresses holding over 1,000 BTC, correlating with institutional inflows. This trend suggests that despite short-term selling pressure, long-term holders are accumulating, potentially setting up for a rebound. For day traders, resistance at $95,000 remains critical, with trading volumes spiking to over $50 billion in the last 24 hours, indicating heightened interest amid the dip.
Trading Opportunities in BTC Pairs Amid Treasury Signals
Delving deeper into trading strategies, the signpost of treasury adoption offers intriguing opportunities across multiple pairs. For instance, BTC/ETH has shown relative strength, with Ethereum lagging behind Bitcoin's recovery attempts, creating arbitrage plays for savvy traders. Historical data from November 2025 reveals that during similar sell-offs, BTC dominance rose to 55%, as per TradingView indicators. Investors should watch for RSI levels dipping below 30 on the daily chart, signaling oversold conditions that often precede rallies. Moreover, correlations with stock markets, such as the S&P 500, highlight how BTC's performance ties into broader risk assets; a positive treasury update could boost sentiment, driving BTC towards $100,000 if macroeconomic conditions improve. Institutional flows, tracked via ETF inflows, have added over 10,000 BTC to holdings in the past week, reinforcing the narrative of underlying strength despite surface-level sell-offs.
From a risk management perspective, traders are advised to set stop-losses below $85,000 to mitigate downside risks, while targeting take-profit levels at $98,000 based on Fibonacci retracement analysis. The signpost emphasized by Dragosch aligns with reports of companies like MicroStrategy continuing to bolster their BTC reserves, which historically correlates with price floors during corrections. Market sentiment, gauged through fear and greed indexes, has shifted from extreme fear to neutral, suggesting a potential pivot. For those exploring leveraged positions, options trading volumes on Deribit have surged, with implied volatility at 60%, offering premiums for covered calls in a ranging market.
Broader Market Implications and Cross-Asset Correlations
Looking beyond Bitcoin, this sell-off signpost has ripple effects on the wider crypto ecosystem and stock markets. AI-related tokens, such as those tied to blockchain AI projects, have seen correlated dips, but treasury signals could enhance overall sentiment, potentially lifting altcoins like SOL and LINK. In stock trading, correlations with tech-heavy indices like Nasdaq show BTC influencing AI stocks, with firms announcing crypto integrations experiencing share price boosts. Traders should monitor on-chain transaction volumes, which hit 500,000 daily during the sell-off, as a leading indicator of recovery. Ultimately, despite the immediate pressures, this treasury-focused signpost underscores Bitcoin's maturing role as a store of value, presenting long-term trading opportunities for those positioned accordingly.
André Dragosch, PhD | Bitcoin & Macro
@Andre_DragoschEuropean Head of Research @ Bitwise - #Bitcoin - Macro - PhD in Financial History - Not investment advice - Views strictly mine - Beware of impersonators.