AI hype cooling down, cracks appearing between Bitcoin and Nvidia! Amazon's $50 billion AI infrastructure boost just ignited the market, but Nvidia plummeted 6% on Tuesday, directly extinguishing the 'AI → Miners → BTC' fantasy chain. Institutions are calling out: Before AI stocks stabilize, Bitcoin's upward space is firmly blocked! Current situation: BTC hovers around $87,000, high-level fluctuations fail to attract safe-haven funds, and dominance rate drops instead of rising; funds quietly rotate to Solana, Ethereum, DePIN, GPU, and other 'true AI + certainty' tracks; gold breaks through $4,100, with December rate cut expectations fermenting, the king of non-interest-bearing assets returns; Nikkei 225 opens up 0.9%, and Asia-Pacific risk sentiment temporarily stabilizes. Market makers warn: From 2025 onwards, crypto mainly relies on 'AI growth premium' for drive, and now with Nvidia's tremor, the whole market has to shake along. If the AI sector continues to be weak, Bitcoin can only look for catalysts on its own, facing considerable short-term pressure! Will the AI narrative flip? Or is it just a short adjustment? Today's US stock market opening will reveal the truth!
