Bitcoin News Today: Tech and Crypto Surge on Rate Cut Hopes, But Shared Macro Vulnerabilities Pose Correction Risk

Asia-Pacific markets opened mixed on Monday as renewed bets on Federal Reserve rate cuts and resilient tech sector performance fueled risk appetite, with Bitcoin surging past $90,000 amid shifting investor sentiment. The New York Fed's recent remarks suggesting a third rate cut in 2025 triggered optimism, with Fed funds futures now pricing in a 70% probability of a 25-basis-point reduction at the December meeting. This pivot from earlier hawkish signals has reignited demand for high-beta assets, with cryptocurrencies and AI-driven equities leading the charge.

Bitcoin's rebound followed a volatile month, having erased all 2025 gains after a 33% correction from its October peak of $126,000 according to market analysis. The rally coincided with mixed performance in traditional markets: Hong Kong's Hang Seng index rose 1.97%, while South Korea's Kospi fell 0.19% as reported by CNBC. Tech stocks, particularly AI infrastructure leaders, remained resilient. Nvidia's record $57 billion third-quarter revenue-driven-by Blackwell GPU demand-underscored the sector's dominance, with CEO Jensen Huang highlighting "off-the-charts" sales according to financial reports. Alphabet, meanwhile, is leveraging its custom Tensor Processing Unit (TPU) infrastructure to challenge Nvidia's margins, offering equivalent functionality at 20% of the cost and capturing a growing share of AI inference workloads as analysts note.

The crypto landscape saw a notable development as Bitcoin Munari's presale entered a critical phase. The project, which aims to replicate Bitcoin's capped supply model with Solana-based programmability, announced the closure of its $0.10 Round 1 presale ahead of a 100% price jump to $0.20. With 53% of its 21 million supply allocated to public sales, the project has drawn attention amid broader market uncertainty. Munari's MUNARI principles-Modern, Unified, Network, Autonomous, Resilient, Infrastructure-position it as a hybrid between Bitcoin's scarcity and Ethereum's programmability, with plans to migrate to a standalone Layer-1 blockchain by 2027 as the project reports.

The interplay between tech and crypto markets remains complex. While Nvidia's earnings report provided a temporary boost to Bitcoin, the broader correlation between AI stocks and cryptocurrencies highlights shared vulnerabilities to macroeconomic shifts. Analysts warn that a slowdown in AI adoption or a Fed pivot away from rate cuts could trigger a synchronized correction. Meanwhile, Alphabet's strategic investments in Gemini and TPU commercialization signal a long-term challenge to Nvidia's dominance, with 2026 revenue growth forecasts at 14–16% as market analysis shows.

As the December Fed meeting approaches, investors are balancing optimism over rate cuts with caution about sector-specific risks. The tech-heavy NASDAQ and AI-focused equities remain pivotal, while Bitcoin's role as a "risk-on" asset underscores its growing integration into traditional portfolios. For now, the market's focus remains on whether these trends can sustain momentum amid evolving macroeconomic dynamics.