Bitcoin, Ether Steady as AI Fears Send Oracle Tumbling Down, Traders Eye Next Wave of Rate Cuts

Bitcoin and Ethereum are holding relatively steady despite a shaky week in broader markets, as investor anxiety shifts from inflation to an unexpected new catalyst — fear that an AI slowdown may hit major tech earnings. Oracle’s sharp decline sent a ripple across global equities, but crypto showed surprising resilience, with Bitcoin hovering near the $90,000 range and Ethereum maintaining stability above $3,200.

What’s keeping crypto calm while stocks wobble? For one, traders are now positioning ahead of the next expected wave of Federal Reserve rate cuts. Even with macro uncertainty, lower interest rates historically boost demand for risk assets — including BTC, ETH, and high-beta altcoins. That expectation appears to be cushioning downside pressure.

Another factor: institutional accumulation continues quietly. Despite muted price action, long-term on-chain flows show steady inflows into Bitcoin ETFs and rising staking participation on Ethereum. This suggests professional investors are treating the dips as accumulation opportunities rather than signals of a deeper downturn.

Still, caution remains. If AI-sector earnings disappoint further, risk-off sentiment could spill into crypto. But for now, BTC and ETH are proving unusually stable — a sign that the market may be transitioning from panic-driven cycles to more mature, fundamentals-driven behavior.