The Bitcoin options expiration with a volume of $21.5 bn – the largest in Q3 2025 – combines $17 bn of BTC and $5.3 bn of ETH

L’expiration d’options Bitcoin d’un volume de 21,5 Md $ – le plus grand du Q3 2025 – combine 17 Md $ de BTC et 5,3 Md $ d’ETH.

❶ Le « max pain » est estimé autour de 1xx  500–1xx 500 $, exactement le niveau où le prix stagne.

❷ Les MM cherchent à pousser le cours vers ce point pour minimiser leurs pertes d’options et forcer la liquidation des positions retail, créant ainsi un short‑squeeze de plus de 10,7 Md $ à 1×9‑1×0 k.

❸ Une fois l’expiration passée (08 h UTC), le besoin de manipulation disparait, les liquidations de 3,7 Md $ sont purgées et le levier parasite s’éteint.

❹ Les institutions ont déjà injecté 57 Md $ via des ETF, prêtes à absorber toute vente.

❺ Ainsi, si BTC clôture au‑delà de 1×0 800 $ dans les 24 h, il n’y a plus de résistance significative jusqu’à 1×0 k +. L’objectif à court terme (0‑72 h) est donc: cible xx5 k (zone de liquidité short).

Oleg Turceac

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