Square
Following
Hot
News
Notifications
Profile
Share your thoughts
placeholder
Article
Why does Bitcoin fall at the same time as artificial intelligence stocks?

Looking at the screens, we are once again reminded of how quickly global risk appetite can shift. The sharp sell-off in U.S. stock markets on Thursday, November 5, 2026, shook not only technology stocks but also the cryptocurrency market. So, what lies behind this scenario, and what does Bitcoin’s relationship with U.S. equities tell us?

How did the unraveling of artificial intelligence stocks put pressure on crypto?

Last Thursday, the Nasdaq recorded its largest daily decline since April 2025, losing 5.5% of its valu
BTC-0.67%
GT-2.41%
ETH-1.26%
NAS100+1.90%
US500+0.69%
  • 5
Retail investors are reducing their exposure to #Bitcoin, while large investors continue to expand their positions, a notable shift in $BTC ownership structure.
The supply is shifting towards large investors, creating an increasingly clear divergence between the two groups.
Since July 2026, the amount of Bitcoin held by retail investors has decreased from a peak of 1.724 million $BTC to 1.688 million $BTC, equivalent to approximately 36,000 $BTC, or nearly 2.1%.
This trend reflects a decline in exposure to #Bitcoin among retail investors, possibly due to profit-taking, reduced holdings, or por
post-image
BTC-0.67%
Trenches
ZIG
Z
bade
b
ZIG
0x8c...1145
Market Cap
$.
Change
.
24h Vol
$.
Holders
.
BTC
B
bade
b
BTC
C5xp...pump
Market Cap
$.
Change
.
24h Vol
$.
Holders
.
scamsem
s
bade
b
scamsem
41Wp...pump
Market Cap
$.
Change
.
24h Vol
$.
Holders
.
IDOL
I
bade
b
IDOL
0x3b...ab07
Market Cap
$.
Change
.
24h Vol
$.
Holders
.
Diamond
D
bade
b
Diamond
5VCE...pump
Market Cap
$.
Change
.
24h Vol
$.
Holders
.
Is the sell-off in AI stocks the end of the story, or a valuation correction?

The recent wave of selling in U.S. tech stocks is a classic example of the market shifting its focus from narrative-driven growth to the structural realities of capital expenditure.

On Thursday, November 5, U.S. stocks fell sharply; the Nasdaq dropped by more than 5.5%, entering correction territory. The semiconductor index plummeted by approximately 12%, dragging major chip stocks—such as Nvidia and AMD—down with it.

How significant was the sell-off?

The Nasdaq fell 5.5%. The semiconductor index dropped by about
NVDA+2.80%
MU+4.71%
AMD+11.55%
SPCX+8.74%
SNDK+3.53%
  • 1
#USStocksFaceHistoricSelloff #ShareWeekly

The Great Market Repricing: Why Investors Are Rethinking AI, Wall Street, EVs and Bitcoin

The financial markets are entering a critical transition. Political developments initially encouraged investors to return to risk assets, but the latest market movements suggest that optimism alone is no longer enough to sustain a rally. Investors are becoming more selective, examining corporate earnings, capital expenditure, profitability, and institutional money flows before making their next decisions.

In my opinion, we are witnessing a major capital rotati
BTC-0.31%
NDAQ+0.28%
Don’t forget that this week is open enrollment for health insurance!
post-image
The funding rate has stayed positive for three days straight, with longs paying shorts every day. The market looks lively, but it’s actually pretty costly. I’m watching options volatility; with funding this flat, selling options to collect premium feels better than chasing the rally. I’ll wait until the weekend to see how it plays out, then compare notes.
post-image
#BTC #SPX
Bitcoin and the S&P 500 in 2008–2009.
Friends, the period in S&P 500 history that most closely matches Bitcoin $BTC 's past 13 months in both duration and depth is June 2008–July 2009. The similarity coefficient for weekly closes is 0.86.
Bitcoin fell 52% in 38 weeks from its weekly closing peak of 123,482 and bottomed at 59,577. The S&P 500 also fell 50% in 39 weeks from 1,360, bottoming at 683 in March 2009. The rebound from the bottom lasted 14 weeks for both: Bitcoin rose 45% to 86,530, while the S&P 500 climbed 38% to 946. Then both pulled back.
The S&P 500 did not make a new low
post-image
BTC-0.67%
SPX+0.33%
$ICNT Wait for it to rise a bit more, then short, guys.
The price is retesting the old high but still hasn’t decisively broken through, and if it loses momentum, it could easily get slammed back down.
So for now, prioritize looking for shorts on the sell-off moves, guys.$UAI
post-image
ICNT-10.32%
UAI-7.58%
Japanese people eating raw salmon, Chinese weddings featuring Xiuhe attire, Italian tiramisu, Thai pad thai, diamond engagement rings, and Santa Claus’s red-and-white image
Many customs that people think have a long history actually originated less than a hundred years ago.
In particular, the custom of wearing Xiuhe attire at Chinese weddings is less than thirty years old. It originated with the outfit worn by the heroine “Xiuhe,” played by Zhou Xun, in the 2001 TV series *When the Orange Blossoms*.
post-image
This damn coin is really testing my patience. It’s still clinging above 0.1 and refusing to drop—I’ve held on for two whole months!
Take a look at the 4-hour chart: it plunged all the way from a high of 0.21 to 0.118, then seemed to lose power and got stuck grinding back and forth in the narrow 0.12–0.13 range.
MA5, MA10, and MA20 are all packed tightly overhead, pressing down hard—a classic “weak sideways trading” setup!
It can’t go up or down; it’s just a contest to see who gives up first.
But I’ve got patience to spare! I dug up my ancient short from 0.325. At the current price of 0.129, th
post-image
ETH-1.26%
USELESS-14.66%
#AsiaPacificStocksPlunge
🛑 Systemic Liquidation: Tech Deleveraging Triggers Bear Market Entry Across Asia-Pacific

The global macroeconomic landscape has transformed into a high-volatility environment following a massive, multi-trillion-dollar global market shakeout. Triggered by sudden U.S. election shifts raising serious concerns over stricter regulatory oversight across the artificial intelligence and hardware sectors, institutional risk desks initiated aggressive cross-border capital liquidations. The resulting structural shockwave swept forcefully through the Asia-Pacific session, punis
post-image
This soccer game is completely unplayable
post-image
#StockTalkSeason
Stock Talk Season: Understanding Market Trends and Investment Opportunities
Stock Talk Season is an important time for investors, traders, and market enthusiasts to discuss stock market trends, economic developments, and potential investment opportunities. During this period, market participants focus on company earnings, financial reports, interest rates, inflation, and global economic conditions to understand where the market could be heading next.
One of the biggest factors influencing stock market performance is corporate earnings. When companies report stronger-than-expe
Altcoins vs. BTC look very different from the rest of the markets
When BTC goes down during a global selloff, you expect alts to drop more
But right now, the exact opposite is happening
It looks like altcoins have reached the sellers exhaustion zone
post-image
BTC-0.67%
Bitcoin ETF outflows look ugly, but one fund is driving almost all of it.
Nov 6:
US BTC ETFs: -$411.9M
BlackRock IBIT: -$403M
Fidelity FBTC: +$42.8M
For the week, IBIT alone lost ~$1.21B.
That concentration matters before calling this a broad institutional exit.
$BTC
post-image
BTC-0.31%
  • 2
When bitcoin hits $120K in the next 12 months.
you’ll wish you had bought more today at $75K.
post-image
$TA 's wick was brutal: it swept down to 0.0830 and then snapped right back to 0.0975, with bloodied positions all across that 16-point swing. The market maker's playbook is all too familiar: first, put up fake walls to suppress the price and create panic; then, when liquidity was thinnest in the early hours, slam it through the 0.0850 stop-loss cluster with one large order. On-chain data shows nearly $4 million in long positions were liquidated in those ten minutes, before they flipped and placed three layers of iceberg orders in the 0.0845-0.0860 range to scoop up tokens. With 24h trading vol
TA+10.43%
GPT hasn't seen much of the world
post-image
New stimer
live-cover
LIVE1,033
Load More

Join 40 M users in our growing community

⚡️ Join 40 M users in the crypto craze discussion

💬 Engage with your favorite top creators

👍 See what interests you

Trending Topics

USAIStocksHitHard

19.66k Views3.67k Discussing

U.S. stocks sold off sharply on Thursday, November 5 (UTC). The Nasdaq closed down around 5.5%, entering correction territory, while the Philadelphia Semiconductor Index plunged roughly 12%, with chip stocks including $NVDA and $AMD posting steep losses. Beyond profit-taking, investors are growing concerned about the pace of AI data center construction, capital spending, and future returns on investment. The key question now is whether the AI sector’s lofty growth expectations need to be repriced. Where do you think the next opportunities will emerge: chip stocks, tech giants, or other sectors?

USNonfarmPayrolls

30.93k Views4.32k Discussing

StakeOnLaunchpoolToShare450KVLX

7.83k Views813 Discussing

View More