Bitcoin and Ethereum stabilize at $92K/$3,260, Oracle's 11% plunge ignites concerns over the AI bubble! Oracle's stock price saw its largest drop of the year following earnings, with capital expenditures soaring to $50 billion (+$15 billion), but cloud revenue fell short of expectations, leading to market skepticism about the return on AI investments. Tech stocks are collectively under pressure, with the Nasdaq 100 declining. The crypto market is relatively resilient: Bitcoin holds at $92,000, rising 2.6% for the day, with the $90K support being tested; Ethereum rises to $3,260; Solana leads with a 6% increase, while XRP and BNB fluctuate slightly, and Dogecoin shows a small gain. Analyst views: After the Fed's 'hawkish rate cut', internal disagreements over next year's path have increased, and the probability of another rate cut in March is in doubt. Traders are more focused on trend structures rather than chasing highs, with funds leaning towards large-cap assets. AI spending frenzy vs cash flow delays, the market is beginning to demand 'real money'. Short-term risk appetite is under pressure, but the BTC structure remains intact, and if it holds at $92K, there could be opportunities. What do you think? #btc #eth