Bitcoin and Tech Stocks Retreat Amid AI Bubble Concerns
The Nasdaq Composite experienced its sharpest weekly decline in months as investors pulled back from high-flying AI stocks, with Nvidia dropping 7% and Palantir Technologies plunging 12%. This selloff reflects growing skepticism about overstretched valuations in the AI sector. Bitcoin mirrored the risk-off sentiment, declining alongside tech equities, highlighting a simultaneous pullback across speculative assets. As of November 17, 2025, the cryptocurrency market remains volatile, with Bitcoin's performance closely tied to broader risk appetite in financial markets. While short-term pressures persist, the long-term outlook for Bitcoin and digital assets remains bullish, supported by increasing institutional adoption and technological advancements in blockchain infrastructure.
AI Rally Stalls as Nasdaq Tumbles and Bitcoin Retreats Amid Bubble Fears
The Nasdaq Composite suffered its sharpest weekly decline in months as investors retreated from high-flying AI stocks. Nvidia led the tech selloff with a 7% drop, while Palantir Technologies plunged 12%. The retreat reflects growing skepticism about stretched valuations in the AI sector.
Bitcoin mirrored the risk-off sentiment, declining alongside tech equities. The simultaneous pullback across speculative assets signals evaporating risk appetite as economic concerns mount. October's layoff figures—the highest in two decades for the month—added to the unease.
Once-dismissed comparisons to the dot-com bubble now surface in mainstream discourse. Global institutions increasingly question whether AI's astronomical gains have outpaced fundamentals. Yet some analysts view the retreat as a healthy correction after this year's relentless rally.
Bitcoin Accumulation Hits Record High as Institutional Demand Surges
Bitcoin's on-chain data reveals a historic accumulation trend, with addresses meeting strict criteria amassing 214,069 BTC in just 30 days. These so-called 'accumulator' wallets—characterized by long-term holding patterns and exclusion of exchange or miner activity—now control 387,305 BTC as of November 5.
The 412% monthly increase in purchases reflects deepening institutional participation, fueled by ETF adoption and corporate treasury strategies. Market capitalization briefly spiked $8 billion during the observed period, underscoring how price corrections are being Leveraged as entry points rather than exit signals.
This accumulation pattern mirrors 2016-2017 bull market precursors, suggesting structural similarities in early institutional adoption phases. Unlike speculative trading flows, these movements indicate multi-year positioning by capital allocators who treat Bitcoin as a macro asset rather than a tactical trade.
The Great HODL: Bitcoin's Immobile Supply Shift Signals Market Squeeze
Bitcoin's recent surge to $101,000 reflects a tectonic shift in on-chain dynamics as long-dormant supply begins to move. After months of accumulation, long-term holders are now distributing coins—62,000 BTC exited illiquid wallets since mid-October, marking the first significant supply release in H2 2023.
ETF flows have reversed from inflows to outflows while new issuance meets softening demand. The mechanical tension between halving-induced scarcity and awakened supply creates fertile ground for Bitcoin's next liquidity squeeze. When 72% of circulating coins sat immobilized earlier this year, rallies faced minimal friction. Now, awakened supply must be absorbed before upward momentum resumes.
Price action between $99,500-$103,000 reveals the struggle—long-term holders taking profits NEAR cluster cost bases while funds reduce exposure. The market's next phase hinges on whether demand can digest this supply influx against a backdrop of structural scarcity.
Tether Bolsters Bitcoin Reserves Amid Market Consolidation
Tether, the issuer of USDT, has added 961 BTC worth approximately $98.9 million to its reserves, bringing its total holdings to 87,556 BTC valued at $8.92 billion. This move signals strong institutional confidence in Bitcoin's long-term growth potential, even as the cryptocurrency consolidates above the $100,000 support level.
Analysts highlight $106,000 as a critical breakout point for Bitcoin. A sustained close above this level could trigger a significant bullish wave, while failure to breach it risks prolonging the current consolidation phase. Market participants are closely watching institutional accumulation patterns, with Tether's latest purchase serving as a bellwether for broader sentiment.
Bitcoin Slips Below $100K—Worst November Start in Its History
Bitcoin trades below $100K, marking a 2% daily drop and its weakest start to November ever. Whale wallets from pre-2018 are offloading holdings, increasing market pressure. Coinbase trading discounts signal continued selling, mostly from ETFs and U.S. investors.
The leading cryptocurrency’s market dominance falters as BTC’s dominance index breaks below its multi-month rising channel. Historical patterns suggest November often brings high volatility, but current investor sentiment reflects growing uncertainty.
Aggressive selling by long-term bitcoin holders, particularly those with wallets dating back to before 2018, adds to the downward pressure. These OG whales are significantly reducing their exposure, contributing to the market’s cautious tone.
Bitcoin Price Prediction: BTC Fights to Stay Above $100K as ETF Inflows Turn Positive
Bitcoin (BTC) has gained 1% in the past 24 hours, holding above the critical $100,000 level as bulls defend this psychological threshold. The token remains under pressure, however, having lost 18% of its value over the past month amid worsening macroeconomic sentiment.
Federal Reserve Chair Jerome Powell's remarks signaling a potential delay in rate cuts triggered a sell-off, resulting in over $3 billion in long liquidations. Yet, a shift in ETF flows—now net positive after six days of withdrawals—suggests renewed institutional interest.
Trader Alex Wacy, followed by 200,000 on X, argues BTC is in an accumulation phase, with 'smart money' positioning for the next rally. He anticipates consolidation between $100,000 and $110,000 before a breakout.
