The Perfect Storm: Why Bitcoin Crashed Below $100K [Report]

Bitcoin crashed below $100,000 on November 4, 2025, for the first time since June, completing a brutal 20% decline from its October all-time high of $126,210. The collapse reflects a toxic convergence of AI bubble fears, tech sector weakness, Federal Reserve hawkishness, and shifting institutional sentiment—exposing Bitcoin’s uncomfortable reality as a leveraged bet on risk-on markets rather than the digital safe haven many hoped it would become.

This isn’t just another crypto correction. Bitcoin held above $100,000 for 180 consecutive days before breaking down, and the speed of the decline—coupled with $1.2 billion in liquidations and extreme fear readings—suggests a fundamental shift in market structure. The simultaneous tech selloff that wiped $500 billion from semiconductor stocks and Michael Burry’s massive bearish bets against AI stocks reveal that Bitcoin’s fate remains inextricably tied to speculative technology assets.

Just four weeks ago, Bitcoin ETFs recorded their best week ever with $3.2 billion in inflows. Now those same funds are hemorrhaging capital, with $1.3 billion in outflows over four consecutive days. Something broke in the market’s confidence—and it started with concerns about an AI bubble.

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