Bitcoin slips below $90K after Oracle’s revenue miss sparks AI stock sell-off

  • Bitcoin price shows renewed weakness as bulls revisit support below $90,000.
  • The top coin fell despite the US Federal Reserve’s interest rate decision.
  • Oracle shares plunged 11% in premarket trading amid AI-related market jitters.

Bitcoin failed to sustain a rally on Wednesday following the US Federal Reserve’s rate cut, and it showed further weakness on Thursday as the price slipped below $90,000.

The decline in BTC was mirrored across the cryptocurrency market, with major coins also sliding to key levels amid renewed selling pressure.

While the largest digital asset remained near a critical level on December 11, 2025, broader risk assets weakened as signs of turbulence emerged in technology stocks.

Concerns about artificial intelligence—highlighted by the market’s reaction to shares of US cloud giant Oracle—weighed on Bitcoin and many AI-linked tokens.

Oracle shares fell after the company missed earnings and revenue estimates, intensifying negative sentiment in related names.

Why is Bitcoin falling today?

Bitcoin was trading around $90,379 at the time of writing, down about 2.4% over the past 24 hours.

The leading crypto traded off its intraday low of $89,458, with losses occurring amid a roughly 9% increase in daily trading volume to more than $70 billion.

Although equities initially climbed following the Fed rate cut, a premarket sell-off in Oracle dragged other AI-related stocks lower and signaled fresh downside risk for Wall Street.

In premarket trading, CNBC reported that Oracle shares plunged more than 11%.

The weakness spread to AI peers, with Nvidia down nearly 2% and Micron off about 1.4% at the time. Microsoft, cloud service CoreWeave and AMD were also trading lower.

That outlook—now bleaker for risk assets—pushed BTC further down.

Ethereum, XRP and Solana all forfeited gains as the market continued to reel from volatility and shifting sentiment following the October 10, 2025 turmoil.

CryptoQuant analysts noted that short-term holders still dominate the ledger, remaining inside a “Pain Zone.”

“Structurally, these deep loss pockets usually show up closer to the late stages of a correction than the early ones,” an analyst at CryptoQuant said.

BTC Short-Term Holders are Still in a Pain Zone

“Structurally, these deep loss pockets usually show up closer to the late stages of a correction than the early ones.” – By @IT_Tech_PL pic.twitter.com/bw39CfxGh6

— CryptoQuant.com (@cryptoquant_com) December 11, 2025

Standard Chartered cuts BTC forecast for 2025

Weak momentum since falling below $100,000 has prompted analysts to recalibrate their year-end forecasts.

Standard Chartered, for example, said earlier this week that it cut its 2025 Bitcoin price forecast from $200,000 to $100,000.

Geoff Kendrick, head of global digital asset research at the banking giant, cited a slowdown in treasury purchases of Bitcoin by corporations as a contributing factor.

Analysts say bulls may now have only one major driver left — the growth of spot exchange-traded funds — to support higher prices.