$BTC 📉 Why fears about the AI bubble are putting pressure on Bitcoin and the crypto market

On December 11, financial markets received an alarm signal: Oracle's shares plummeted after weaker-than-expected results and statements about rising expenses for AI infrastructure. The company plans to increase capital expenditures from $35 billion to nearly $50 billion, partly through debt, raising investor doubts about the quick payback of AI projects.

Oracle's decline dragged down Nvidia, AMD, and the broader Nasdaq. Against this backdrop, the market is once again talking about a possible 'AI bubble' — a situation where expectations outpace actual financial results.

The crypto market reacted synchronously with traditional risk assets. Bitcoin temporarily fell below $90,000, indicating increased caution among investors and a decreased appetite for risk. This once again confirms that BTC remains sensitive to macro sentiments and movements in the technology sector in the short term.

At the same time, this episode does not mean the collapse of either Bitcoin or the AI market. Rather, it serves as a reminder: in a phase of high expectations, markets become vulnerable to any disappointments, and volatility is an inherent part of growth.