Bulls and bears battled in the crypto market, with Bitcoin briefly falling below $80,000 for the first time in nearly a month. A sell-off in U.S. AI stocks dragged down risk assets broadly, denting the bullish sentiment that had recently been rebuilt. Jeff Anderson, head of U.S. operations at STS Digital, said inflation data would severely dampen risk appetite. He added that markets were entering the quiet period ahead of the Federal Reserve’s policy meeting, with interest rate expectations clouded by uncertainty. Nick Forster, founder of Derive.xyz, noted that over the past 24 hours, the market-implied probability of Bitcoin rising to $100,000 before Christmas fell by 2.8 percentage points to 9.7%. He said the rapid retreat from long-term bullish bets and surge in short-term hedging demand suggest institutional participants are quickly reassessing their macro risk exposure as the interest rate outlook becomes uncertain once again.

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