Asia’s markets opened in free-fall Wednesday, with Bitcoin smashing through the **$100,000 barrier** for the first time since June as a brutal risk-off wave erased **$1.4 billion** in leveraged bets overnight.
The Nikkei 225 cratered **2.5%** to 50,212, SoftBank plunged 10%, and the Hang Seng clung flat at 25,935—mirroring Wall Street’s AI-led rout. Bitcoin hit an intra-Asia low of **$99,966** before clawing back to $100,893, down 5% in 24 hours.
Ethereum cratered 12% to $3,179, Solana shed 20%, and XRP bled 15% as **$1.68 billion in longs** vanished—largest single-day purge since October’s tariff scare.
“AI euphoria met reality,” said Bitget chief analyst Ryan Lee. “Trump’s lingering China tariff ghost, a 35-day U.S. shutdown, and Fed doves turning hawkish triggered the perfect storm.”
On-chain sleuths spotted **$45 billion in whale BTC** hitting exchanges—highest since the 2021 bull peak—signaling profit-taking by 197 early holders.
Yet glimmers remain. Bitcoin dominance climbed to **60.15%**, stablecoin volumes topped **$19.4B YTD**, and K33 Research sees a “classic consolidation bottom” mirroring 2023’s pre-ETF bounce.
Technicals flash oversold: RSI at 32, Fear & Greed in “extreme fear.” A close above $102,200 flips the script; failure risks $94K.
Bernstein sticks to its **$150K year-end call**, citing December ETF inflows and Trump’s promised crypto reserve.
For now, Asia’s red screens scream caution—but history whispers dip-buy.
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