Altcoins underperform as correlated risk-off move hits ETH, XRP, and SOL

Kitco data show ETH (~$2,920), XRP (~$1.87), and SOL (~$126) all down roughly 4%–6% over 24 hours and 6%–10% over the week, echoing Monday’s Bloomberg report that Ether, Dogecoin, and XRP fell about 5% as crypto equities sold off. Analysts tie the weakness to broad de‑risking in global equities and hawkish signals from the Bank of Japan, with leverage unwinds in majors spilling over into the wider altcoin complex.

Technical breakdown stokes talk of deeper BTC correction

News from CoinDesk and Bloomberg flag BTC’s break below its recent trading range and the risk of a retest of the $80,000 area or worse, with some technicians like Peter Brandt warning that a snapped parabolic arc could open downside toward $25,000, even as on-chain models cited by Bitcoin Magazine suggest fair value closer to $100,000.

Broader crypto market under pressure as macro tailwinds fade

Ethereum, XRP and Solana are all down 1%–2% today, echoing recent CoinDesk data showing a 5.7% weekend drop in BTC and a roughly 7% slide in the CoinDesk 20 Index as hawkish signals from the Bank of Japan and a more cautious global rate-cut outlook sap risk appetite (CoinDesk, Bloomberg). The Fed’s ‘hawkish cut’ and fading expectations for aggressive easing into 2026 are curbing the monetary-policy tailwind that powered crypto earlier in the year, keeping traders defensive into a data-heavy week with U.S. jobs, CPI and retail sales on deck (Sources: DailyForex, Yahoo Finance).

Fed’s ‘hawkish cut’ and fading global easing momentum weigh on crypto sentiment

The Fed’s 25 bp rate cut, widely seen as hawkish with limited scope for further easing, triggered a ‘buy the rumor, sell the news’ reaction in Bitcoin according to Forbes and AMBCrypto. Bloomberg notes rich‑world rate‑cut momentum is stalling, reducing the prospect of a sustained liquidity tailwind that previously supported digital assets.

Macro cross‑currents cap crypto upside

The Fed’s quarter‑point cut paired with guidance for fewer future cuts and Bloomberg’s reporting on fading global easing momentum have kept risk appetite in check. At the same time, expectations that the Bank of Japan will hike to a 30‑year‑high rate are threatening yen carry trades, a dynamic CoinDesk warns could weigh further on Bitcoin and broader digital assets.

Bitcoin hovers near $90K after Fed cut, stays rangebound

BTC is around $89.9K, down ~2.8% on the day, as traders digest the Fed’s third 25-bps rate cut and cautious guidance. Articles from Investing.com, Bloomberg and CoinDesk note that easier policy and a softer dollar have not yet translated into a clean upside breakout, with volatility and momentum both subdued.

AI earnings shock from Oracle weighs on crypto and tech-linked risk assets

Oracle’s 12–15% stock plunge on surging AI-related capex and a revenue miss revived ‘AI bubble’ concerns, knocking Nasdaq futures and spilling over into Bitcoin and crypto miners, which fell alongside other high-beta plays (Bloomberg, Yahoo Finance, Investing.com). The episode highlights how tightly crypto is currently trading with the broader AI and tech risk complex.

Bitcoin dips below $90K intraday as leverage washes out

BTC is trading near $89,700, off about 2.5% on the day after briefly breaking below $90,000 in Asian trade. News from Reuters, Bloomberg and Yahoo Finance highlight that over $440M–$500M of derivatives liquidations around the Fed decision and overnight selling have accelerated the move, even as on-chain and ETF flow data suggest medium-term structural support remains.

Macro backdrop: dovish Fed vs. AI risk-off keeps crypto in the crossfire

The Fed’s third straight cut and softer inflation tone pushed the dollar lower and gold near record highs, normally supportive for crypto. But articles from Reuters, Bloomberg and Investing.com note that renewed fears of an ‘AI bubble’ after Oracle’s weak outlook, plus uncertainty over the Fed’s 2026 path and future leadership, have investors de-risking across speculative assets, with crypto taking an outsized hit.