Bitcoin Faces Triple Threat: AI Surge, BlackRock Exodus, and Fed Tightening

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Based on MarsBit, November 20, 2025, Bitcoin is under pressure from three fronts: a surge in AI investment, a massive sell-off from BlackRock’s IBIT ETF, and a Fed policy shift. BlackRock’s IBIT, the largest bitcoin ETF, saw over $17 billion in outflows in early November, signaling a shift in institutional capital toward AI stocks. Meanwhile, Trump’s upcoming 'Genesis Mission' AI strategy is elevating AI to a national priority, further diverting capital. The Fed’s recent meeting minutes also dashed hopes for a December rate cut, increasing the risk of prolonged tight monetary conditions. These factors are creating a liquidity vacuum ahead of the holiday season, with Bitcoin’s recent rebound seen as a temporary 'dead cat bounce.'

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