Bitcoin: Why the current crash is a relative buying opportunity according to K33
Bitcoin is going through a brutal correction phase, down 36% since October 2025. However, according to K33 Research, this drop creates a relative buying opportunity, with selling nearing saturation. Here’s why this could be a great time for investors.
In short
- Bitcoin has fallen 36% since October 2025 and bottomed out at $80,500, signaling the capitulation of sellers.
- K33 Research views the current bitcoin correction as a relative buying opportunity.
- Bitcoin predictions for 2026 range between $90,000 and $200,000, supported by ETFs and growing adoption.
The Impact of Bitcoin’s Sudden Fall
Bitcoin is currently experiencing a dizzying fall, even hitting a low of $82,000 to $80,500 on November 21, 2025! A level not seen since the beginning of 2024. This decline is accompanied by record transaction volumes exceeding $14.3 billion in a single day and massive ETP outflows, peaking at 13,302 BTC in 24 hours. These indicators reflect the capitulation of sellers, which is often synonymous with the end of a bear cycle.
K33 Research points out that open interest on perpetual contracts reached an annual high of 325,000 BTC before falling back to 300,000 BTC, signaling a reduction in long positions and a market clearing. Further, the correlation between Bitcoin and the stock markets has strengthened, but Bitcoin is experiencing more pronounced declines. This is a sign of continued selling pressure in a risk-off environment.
According to Vetle Lunde, head of research at K33, this intensive sales phase is approaching saturation. Panic signals such as high volumes and massive outflows indicate that the market may find a bottom soon, paving the way for Bitcoin to stabilize or gradually recover.
Why is Bitcoin a Strong Relative Buy Despite Volatility?
Bitcoin’s recent crash has created a mismatch between its price and fundamentals. This underperformance, especially compared to the Nasdaq, where Bitcoin is now 30% weaker than in October, makes it a relative buying opportunity for long-term investors. Several structural factors support this thesis:
- Bitcoin’s growing adoption by financial institutions, facilitated by regulations such as the Clarity Act, which reinforces its legitimacy as a safe-haven asset;
- Further, upcoming political catalysts such as the integration of Bitcoin into the portfolios of leading banks. Which could expand access and stimulate demand;
- Finally, derivatives data shows a reduction in leverage and a decline in open interest. This limits the risks of cascading liquidation.
K33 Research believes this combination of factors makes Bitcoin a strong relative buy, despite current volatility. Therefore, institutional investors and long-term holders could take advantage of this phase to accumulate BTC at attractive levels.
What price for BTC in 2026?
Predictions for Bitcoin in 2026 vary among analysts, but most agree on a medium-term bullish trend. Some predict a price range between $88,403 and $98,000 for 2026 with a potential upside of 11.45% if BTC reaches its lofty goal.
However, others predict a wider range between $150,000 and $230,000, due to institutional adoption. These optimistic forecasts are based on two pillars:
- Continued inflow of capital through ETFs;
- Increasing adoption by institutions.
Bitcoin’s recent fall, albeit brutal, offers a relative buying opportunity, according to K33 Research. With up to $200,000 predicted in 2026, are the conditions already set for a future BTC bullrun?
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The world is evolving and adaptation is the best weapon to survive in this wavy universe. Essentially a crypto community manager, I am interested in anything directly or indirectly related to blockchain and its derivatives. To share my experiences and raise awareness of a field that fascinates me, there is nothing better than writing articles that are both informative and relaxing.
DISCLAIMER OF LIABILITY
The comments and opinions expressed in this article are solely those of the author and should not be considered investment advice. Before making any investment decision, do your own research.