Bitcoin Reclaims $65k—But the Real Story Is the AI Spending Crash That Could Tank It All This Week

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(SeaPRwire) –   By: Lucas Caldwell

Bitcoin’s back above $65k, but don’t let the price chart fool you. The rally’s tied to oil’s drop from easing U.S.-Iran tensions—not real crypto confidence. Institutional money’s already bailing: spot Bitcoin ETFs saw $212.2M in net outflows last week after seven good sessions. This week’s Big Tech earnings could make or break both stocks and crypto.

On Monday, Bitcoin traded near $65,062, up 1% after swinging between $64,359 and $65,598. Ether outperformed it as lower energy costs drew risk-takers back. Brent crude fell 6.3% to $90.60 a barrel, lifting Nasdaq futures by 1.49%—tech stocks are betting on cheaper energy for data centers.

But institutional flows are weakening. U.S. spot Bitcoin ETFs had $212.2M net outflows on July24. This week, Microsoft, Amazon, Meta, and Apple report earnings. Investors are watching their AI infrastructure spending—Alphabet’s higher AI costs already spooked the sector.

Samsung and SK Group just announced big AI infrastructure deals. South Korean chipmakers are set to reveal long-term memory chip supply agreements with U.S. tech firms. This fuels competition between Samsung, SK Hynix, Nvidia, and AMD for AI hardware dominance.

The Fed’s policy meeting and GDP/inflation data are coming. They could decide to hold rates or tighten later in 2026. Lower oil eases inflation fears, but Treasury yields, geopolitics, and AI spending scale still hang over markets.

If Big Tech’s AI spending doesn’t show clear returns this week, Bitcoin’s $65k level will collapse faster than oil prices post-Iran tensions.

Author bio: Lucas Caldwell, a tech opinion leader with millions of followers on X/Twitter, focusing on crypto and AI market trends.