2025-12-13 02:20:30

#数字资产生态回暖 Technology stocks plummet triggers a global market contagion. How will crypto asset sentiment evolve?

The US stock market has been somewhat fierce these past two days—Dow Jones down 0.51%, S&P 500 down 1.07%, but the real bloodbath is in the Nasdaq, which plunges 1.69%. In simple terms, tech stocks are collectively crashing.

Among the staggering data, chip leader Broadcom drops over 11%, dragging the entire semiconductor sector down with it. Nvidia falls more than 3%, while tech giants like Google, Microsoft, Meta, and Amazon all decline over 1%. The underlying reason is not too complicated—Oracle’s earnings report missed expectations, directly triggering market concerns over AI investment returns. As a result, high-valuation tech assets begin a major exodus, with funds shifting toward defensive sectors.

Chinese concept stocks are also not spared; the Nasdaq Golden Dragon China Index drops 0.3%, and e-commerce and tech-related Chinese stocks generally weaken. Year-end profit-taking combined with uncertainties from overseas regulation are causing increasing segmentation within the sector. However, compared to the fierce decline of US tech stocks, Chinese concept stocks show better resilience, with some defensive stocks even resistant to falling.

For those holding $BTC in @ETH@, what does this wave of global stock market turbulence mean? The rotation of risk assets is accelerating, and institutional year-end rebalancing is still ongoing. The next moves of the Federal Reserve and whether corporate fundamentals can hold up are the real keys to future liquidity. Crypto markets often follow risk appetite; paying attention to institutional fund movements recently might be more valuable than the candlestick patterns themselves.

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SnapshotDayLaborer

· 5h ago

Broadcom drops 11%—this move seems to indicate that the AI bubble theory is about to restart Oracle's earnings report drags down the entire tech sector—this is the price of high valuation, right? Institutional portfolios are balancing at the end of the year, and retail investors can only ride the roller coaster along—after all, we hold BTC in our positions The resilience of Chinese concept stocks looks pretty good; at least they aren't as miserable as U.S. stocks. That's some comfort Funds are flowing into defensive sectors, indicating that market sentiment has indeed become panicked. Going forward, liquidity will be the key When the Fed issues a command, the entire ecosystem shudders—this is the daily routine of getting chopped up for leek harvesting Crypto now follows risk appetite. Right now, watching institutional moves is much more important than analyzing K-line charts. Those who understand, understand.

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NFTRegretter

· 12-13 19:44

Oracle's sell-off has exposed the entire AI bubble. Who hasn't seen this pattern of chopping up the retail investors? If you ask me, the institutional moves at the end of the year are just preparing for a bottoming out. Retail investors are confused and caught off guard, which is perfect. What does a few thousand dollars drop in BTC matter? The real key is whether the Federal Reserve will loosen its grip next, that’s the real weight. It's surprising that Chinese concept stocks are resisting the decline. I thought this wave would be a bloodbath. Fund flow is much more honest than candlestick charts. There's no denying it—who still looks at just the candles these days? Broadcom dropped by 11%, the chip sector is probably going to be cold for a while. This year-end show has been quite enjoyable to watch, with various assets taking turns crashing, just waiting for institutions to step in and buy the dip.

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AlwaysMissingTops

· 12-13 18:18

Here we go again, tech stocks crashed again, and then everyone is saying crypto is about to take off. I'm tired of hearing this story. When Oracle's earnings didn't meet expectations, it triggered a nationwide panic. The AI bubble is indeed a bit frightening. Institutions are most vulnerable to being cut during the year-end rebalancing period. I'm just lying around and waiting. Compared to watching K-lines, now we really need to see how the Federal Reserve will tighten. Defensive stocks resisting declines? They're right here. I haven't seen any real defensiveness this year. Honestly, money is just looking for a place to go. Whether BTC can rally again is really hard to say. After taking profits at the end of the year, only after selling off is the time for takeoff, right?

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GasFeeNightmare

· 12-13 02:50

Here we go again, tech stocks crashing and then blaming crypto? I feel like it's always the same playbook. Oracle's earnings report tanks and they blame AI return rates? Wake up, this was a bubble from the start. As for us, BTC has been showing much more honesty lately compared to those tech giants, really. I think the year-end rebalancing by institutions is either a rebalancing in a good way or just cashing out and running. But that's fine, let them run, we'll wait to scoop up the bargains. Liquidity, huh? Is it more valuable than candlestick charts? Give me a break, candlestick charts are just a mirror of liquidity, all cold and indifferent.

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Ser_APY_2000

· 12-13 02:50

Hey, Oracle's big drop directly dragged down the entire AI sector. This wave of sharp decline is quite intense. Tech stocks爆雷, in our crypto circle, we should instead watch how institutions move. Large investors cutting losses is a signal for us to buy the dip. Broadcom dropped over 11%, who would still say the AI bubble hasn't inflated? Funds are flowing into defensive sectors. What will happen on the crypto side next? Institutions are likely to rebalance at the end of the year, so it's time to start. Chinese concept stocks are holding up pretty well; compared to that, the crypto market hasn't fallen much. Are they gathering strength? The year-end panic selling has begun. Are holders panicked or smiling now? It's really hard to tell.

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OnlyOnMainnet

· 12-13 02:49

Wait, did Oracle's move directly wake up the entire AI narrative? Institutions are really starting to turn around now.

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CexIsBad

· 12-13 02:27

Oracle's sudden AI faith collapse—this is the real test --- Tech stocks have plunged sharply this wave, but crypto hasn't really followed suit; feels a bit interesting --- Institutional rebalancing at year-end—that's basically dumping assets onto retail investors --- Are Chinese concept stocks holding up well? I think no one is paying attention, and when they start to fall, it will be just as fierce --- How do BTC prices feel these days? Is someone bottom-fishing or just watching on the sidelines? --- Funds are flowing into defensive sectors. Can the crypto market be a cheap opportunity? That's the real question --- Concerns over AI investment returns have emerged—high valuations are doomed. It was evident early on --- Liquidity is king; a single Federal Reserve statement can turn the market upside down—K-line charts are meaningless --- The year-end volatility is a normal shakeout; don't be too nervous—institutions have been lurking for a while --- Risk appetite is declining; I believe the bull market is still a long way off

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nft_widow

· 12-13 02:25

Broadcom dropped 11%, and I knew this wave was not simple. AI disillusionment is the real beginning. Wait, what if this downward trend spreads to the chain? The risk asset rotation theory might be right. I saw early on that institutions would dump stocks at year-end. Now, it’s just a matter of when they’ll scoop up BTC at the bottom. Chinese concept stocks resisting the decline is actually a bit surprising; defensive stocks really do work. Oracle just shattered many people’s AI dreams all at once. LOL

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