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Coinwy > Blog > Crypto > Bitcoin > Bitcoin Decline: PlanB’s S2F Model Suggests Recovery Path
Bitcoin

Bitcoin Decline: PlanB’s S2F Model Suggests Recovery Path

Thiago Alvarez
Last updated: December 7, 2025 1:49 pm
Thiago Alvarez
Published: December 7, 2025
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Bitcoin Decline: PlanB's S2F Model Suggests Recovery Path
Bitcoin Decline: PlanB's S2F Model Suggests Recovery Path
Key Points:
  • Bitcoin experienced a 30% decline from its all-time high.
  • PlanB predicts potential recovery with institutional involvement.
  • Regulatory impacts could shape Bitcoin’s future trends.

PlanB, a key Bitcoin analyst, reported a significant dip in Bitcoin’s value, closing November at $90,000, which marks a 30% decrease from the all-time high.

This decline is tied to institutional investor behavior and portfolio rebalancing dynamics, impacting the broader cryptocurrency market and potentially altering future trading patterns.

Bitcoin recently declined by 30% from its all-time high of approximately $126,000, raising scrutiny among analysts and investors. Analysts like PlanB offer insights into potential recovery scenarios.

Bitcoin analysis prominently involves PlanB, known for his stock-to-flow model. His analysis suggests Bitcoin has not yet entered a confirmed bear market. He predicts a “new normal range” and states:

“In my opinion, there are three scenarios from here… a bear market like 2014 or 2018, or a new normal range of the RSI… I lean towards scenario three.” – PlanB, Bitcoin Analyst (Stock-to-Flow)

The recent price drop has significant implications for broader cryptocurrency markets and investors. Institutional movements have influenced Bitcoin’s price trajectory, indicating a shift towards more stable assets.

Financial analysis shows institutions rotating from risky assets like Bitcoin to safer alternatives such as gold. This movement contributes to ongoing volatility.

Potential regulatory changes in global markets influence Bitcoin’s market behavior. Institutions retreat amid monetary policy uncertainties, which affects market dynamics and risk appetite.

Potential outcomes involve Bitcoin’s stabilization at mid-range levels. Analysts emphasize the importance of institutional investor behavior in determining future trends alongside regulatory influences.

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