core weave collapse sparks fears of cracks in ai infrastructure boom
Bitcoin miners who pivoted business plans to high-performance computing benefitted greatly this year, but have seen sharp declines of late. What to know: Above the fold in the Tuesday's WSJ is an examination of the factors behind the 60% tumble in CoreWeave and fears of an AI bubble.Pressure is spreading across the AI and bitcoin mining ecosystem, with Oracle and Broadcom flagging slower AI spending.Bitcoin miners pivoting to AI workloads have faced sharp stock pullbacks and rising reliance on debt financing.
Bitcoin Exchange Reserves Hit a Record Low — So Why Isn’t the Price Rising?
Bitcoin exchange reserves hit record lows, yet prices fall amid weak liquidity.Declining inter-exchange flows thin order books, making Bitcoin vulnerable to selling pressure.Binance inflows concentrate liquidity, offset accumulation signals from other exchanges across markets.
5 Reasons Bitcoin Fell to $85,000 and Why More Downside Is Possible
Bitcoin fell to $85,000 as traders de-risked ahead of a potential Bank of Japan rate hike, threatening global liquidity and the yen carry trade.Heavy leverage liquidations and thin weekend liquidity accelerated the drop once key support levels broke.Market-maker selling, including large Bitcoin sales by Wintermute, added spot-market pressure and deepened bearish sentiment.
Markets Rethink Rate Bets as Miran Challenges Inflation Narrative Before November CPI Release
Fed Governor Stephen Miran says underlying inflation is near 2%, driven higher by statistical distortions.He argues shelter costs and management fees overstate inflation, risking overly restrictive Fed policy.Ahead of CPI, Miran’s view fuels debate on rate cuts and Bitcoin’s macro
📊 Market Prices & Sentiment - Bitcoin ($BTC ) has been slipping below key levels — trading around ~86,000–89,000 as risk‑off sentiment hits markets and demand remains soft. 📉 [1] - Ethereum (ETH) is holding around ~3,000–3,100, moving in a tight range with low volatility. [2] - Altcoins like XRP, SOL, ADA, DOGE are generally subdued or slightly down as traders stay cautious. [2] 👉 Broad crypto markets show defensive trading, with most prices under pressure and sideways action rather than strong rallies. [2] --- 📉 Why Prices Are Soft - Risk‑off mood from macroeconomic data and tech market weakness is dragging crypto prices lower. [2] - Bitcoin has repeatedly dipped below 90K support, contributing to broader weakness. [3] - Fear and Greed Index shows high fear, meaning traders are cautious and selling pressure is stronger than buying. [4] — 📌 Quick Summary Today’s Crypto Market: ✔ Prices mostly moving downward or sideways ✔ BTC below90K, sentiment cautious ✔ ETH & altcoins subdued ✔ Traders watching for key support levels