Bitcoin fell 5.54% on November 5 despite a $67.5 billion increase in bank reserves between October 28 and November 4. DefiLlama recorded a decline of more than 5.7 billion units, or 1.91%, in dollar-pegged stablecoin circulation over the reserve comparison period. Coinbase's BTC-USD daily candle closed at $75,969.06, placing the price decline outside that comparison window. Higher reserves still need to produce financing and purchases to support a Bitcoin recovery. Neither supply measure establishes the cause of the subsequent selloff, and liquidity could still have delayed effects.