Bitcoin Retreats Below $104K as AI-Fueled Miner Stocks Decline

BTC fell 3% during U.S. trading hours amid weak domestic investor demand and growing Fed rate cut uncertainty, with major altcoins and crypto equities posting sharp losses.

BTC
SOL
XRP

Summary

Bitcoin dropped below $102,000 on November 12 after briefly topping $105,000 overnight, falling 3% during U.S. trading hours. Ether, Solana, and XRP sank around 5%, while crypto-related U.S. equities, including miners and data center-linked stocks, declined 5%–10%. Circle shares fell 9.5% after Q3 earnings. The Coinbase Premium Index turned deeply negative, its weakest streak since April, highlighting reduced U.S. investor appetite. Federal Reserve officials are split on whether inflation or labor market risks should dictate December policy, making a rate cut less certain. Since the Fed’s October meeting, U.S.-listed spot Bitcoin ETFs have seen $1.8 billion in net outflows. Solana fell further despite $336 million in weekly ETF inflows, pressured by Alameda Research unlocking $30 million in SOL and a technical breakdown below key support.

Terms & Concepts
  • Coinbase Premium Index: A metric comparing Bitcoin prices on Coinbase versus other exchanges, used to gauge U.S. investor demand for BTC.
  • Spot Bitcoin ETF: An exchange-traded fund that directly holds Bitcoin, allowing regulated access to the cryptocurrency’s price movements.