Bitcoin (BTC) dey play cat and mouse around $64,000 as wetin dey happen for market show say tension high for Asia and America. Di crypto don see ups and downs, hitting $62,700 11 days low before e small bounce back.
All dis drama na because of di AI stocks wey don crash like freefall. Meta miss earnings, and Microsoft try bail things out but di whole tech sector dey shake. Di hyperscalers wey dey build AI infrastructure dey suffer, and investors dey run comot go find beta ground.
On top of all dat, di war between US and Iran dey hot up. Missiles fire for Jordan, and oil price jump 7% because of di Middle East palava. President Donald Trump say dem go hit them hard. Oil price hike go push inflation up, and dat dey affect how di Fed dey look rates.
Di Federal Reserve don hold interest rates steady for di sixth time for a row. Chairman Kevin Warsh talk say no soft inflation target, any inflation above 2% no dey acceptable. Three members for di committee vote against di hold, and some people expect hike. Citadel and UBS dey among those wey think Warsh go surprise with increase.
Bitcoin dey benefit from di uncertainty, but e no move well well. Di annualized implied volatility dey below 40%, wey show say traders no dey expect big swing. CME FedWatch give 65% chance of hold and 35% chance of hike. Di bond market dey sell off, with yields near cycle high.
For Asia, South Korea’s Kopsi drop 6% and don crash almost 40% from June peak. Samsung and SK Hynix dey lead di fall. Some analysts think say di money wey dey run comot from AI go land for crypto. 10x Research talk say as AI trade get repriced, bitcoin fit catch some value.
Morgan Stanley big man Denny Galindo say tokenization go bring digital asset to many investors. E talk say “di first way crypto go reach people wey no dey think about am” na through tokenized products. E also note say di crypto market go see more opportunities when AI hype cool down.
Bitcoin dey trade for di range bounded by 50-day simple and exponential moving averages. Liquidation clusters dey around $63,500 and $64,900. Di volume don low since July 2023. Retail interest for crypto don fall since October 2025 all-time highs, as people dey chase AI stocks instead.
