Bitcoin News Today: Investors Flee Bitcoin as MAG7 Tech Stocks Surge in Risk-Averse Market

Bitcoin's recent volatility has sparked a notable divergence from the so-called "Magnificent Seven" (MAG7) tech stocks, which have surged amid broader market optimism. The disconnection follows a sharp selloff in Bitcoin-linked assets around October 10, 2025, as exchange-traded funds (ETFs) tracking the cryptocurrency faced record outflows. Meanwhile, the MAG7 ETF was on pace for its best day in six months as of November 25, signaling a growing rift between crypto and traditional tech equity markets.

The liquidation shock began in earnest as investors withdrew $3.5 billion from U.S.-listed Bitcoin ETFs in November 2025, nearly matching the previous monthly record set in February. BlackRock's IBIT, the largest Bitcoin ETF, accounted for $2.2 billion of these outflows. Analysts attribute the exodus to waning investor euphoria and a self-reinforcing cycle where declining prices amplify redemptions. For every $1 billion pulled from Bitcoin ETFs, prices typically fall by 3.4%, according to Citi Research. This dynamic has pushed Bitcoin to a 12-month low of $80,553 in late November, down 7% year-to-date.

The selloff has forced companies with Bitcoin exposure to recalibrate strategies. Hyperscale Data (GPUS), a digital infrastructure firm, reported its Bitcoin treasury totaled $70.5 million as of November 23, 2025-equivalent to 77% of its market capitalization. The firm's subsidiary, Sentinum, holds 382.9384 Bitcoin, with $37.25 million allocated for further purchases under its $100 million digital asset treasury plan. Meanwhile, Metaplanet leveraged its Bitcoin holdings to secure a $130 million loan under a $500 million credit facility, using the funds for additional BTC acquisitions and income-generating activities. The company's 30,823 BTC collateral provides a buffer against price swings, ensuring minimal financial impact from the downturn.

In contrast, Bitcoin miners and infrastructure providers have struggled. Mawson Infrastructure Group Inc. (NASDAQ: MIGI) reported a 30% year-over-year drop in October 2025 revenue to $3.3 million, with digital mining revenue plummeting 55% to $0.1 million. The firm cited transitional challenges but emphasized its pivot toward AI and high-performance computing (HPC) as a long-term strategy. This shift highlights the sector's fragility as Bitcoin's price volatility deters stable cash flows.

The MAG7's resilience, however, underscores broader market dynamics. Alphabet Inc. (NASDAQ: GOOG), a core MAG7 component, reported record Q3 2025 revenue of $102.3 billion, driven by AI-driven monetization across Search, YouTube, and Cloud. Its Gemini 3 AI model, integrated into key platforms, boosted ad engagement and user retention, while Google Cloud revenue grew 34% to $15.2 billion. Alphabet's vertically integrated AI infrastructure and profitability metrics-34.1% net margin and $98.5 billion in cash-reinforce its appeal as a "safe haven" in a turbulent market.

As Bitcoin grapples with institutional outflows and operational challenges, the MAG7's AI-led growth and regulatory tailwinds position them as a contrasting force. The divergence raises questions about crypto's role in a risk-averse environment and whether Bitcoin's long-term appeal can withstand short-term volatility. For now, the market appears to be betting on tech stocks over digital assets, at least for the near term.