Bitcoin Price Today, December 11, 2025: BTC Hovers Around $90K as Fed Cut and AI Jitters Test the Rally

Bitcoin is trading around the $90,000 mark today, December 11, 2025, after a sharp intraday swing between roughly $89.6K and $94.2K. Across major venues, BTC is down about 2–3% in the last 24 hours, extending a pullback that has shaved roughly 13–14% off its value over the past month. ^[1]

The move comes in a high‑stakes macro backdrop: a fresh Federal Reserve rate cut, renewed worries about the AI tradeafter Oracle’s disappointing outlook, and yet strong spot Bitcoin ETF inflows that suggest large investors are still buying the dip. ^[2]

Below is a structured look at where Bitcoin stands today, what’s driving the price action, and how analysts are framing BTC’s short‑ and long‑term outlook.

Bitcoin price today: key numbers on 11 December 2025

Different data providers quote slightly different spot prices, but they broadly agree on the picture:

Spot price: Around $89,000–$90,500 at the time of writing. ^[3]
Intraday range: Roughly $89,623 – $94,177 so far today. ^[4]
24h performance: Down about 2.3–2.8% versus yesterday. ^[5]
7‑day range: Trading between $88,202 and $94,267 over the last week. ^[6]
30‑day performance: Around ‑14% over the past month, with BTC still well below its October all‑time high near $126,000. ^[7]

The broader crypto market is also in risk‑off mode:

Total crypto market cap is around $3.1–3.2 trillion, down about 2–3% in the last day. ^[8]
97 of the top 100 coins are in the red, with majors like ETH and SOL dropping 4–6%. ^[9]

In other words: Bitcoin is not crashing, but it is clearly correcting from euphoric highs, grinding in a volatile band around $90K.

What’s moving the Bitcoin price today?

1. Fed’s 25 bps rate cut: “sell the news” for crypto

The Federal Reserve delivered another 25‑basis‑point rate cut at its latest FOMC meeting, as widely expected. Chair Jerome Powell’s tone, however, leaned hawkish, with guidance suggesting fewer cuts ahead than markets once hoped. ^[10]

Key macro points shaping BTC today:

BTC spiked to around $94,000 immediately after the Fed decision before sliding back toward $90K–$91K as traders digested Powell’s cautious messaging. ^[11]
Analysts highlighted that while lower rates usually support risk assets, uncertainty about the 2026–2027 path and “data‑dependent” guidance leave markets nervous rather than euphoric. ^[12]
The Fed also signaled $40 billion in short‑term Treasury purchases, stressing it’s not classic QE—but extra liquidity inevitably makes crypto traders watch for spillovers into BTC. ^[13]

So far, the reaction looks like a classic “buy the rumor, sell the news” pattern: a pre‑FOMC pump, then a post‑meeting shakeout as positioning resets.

2. AI and tech wobble spill into Bitcoin

Today’s sell‑off isn’t just about interest rates. Risk appetite across markets took a knock from the AI trade itself.

Oracle’s earnings outlook missed expectations and highlighted rising AI infrastructure costs without matching profit growth, raising concerns that the AI boom might be overheating. ^[14]
Reuters reports that Bitcoin briefly fell back below $90,000 as tech and AI‑linked stocks sold off, dragging crypto down with them. ^[15]

In this narrative, Bitcoin is behaving less like a niche asset and more like a high‑beta tech play—sensitive to AI sentiment and Nasdaq futures as much as to on‑chain metrics.

3. Spot Bitcoin ETF flows stay surprisingly strong

Under the surface, big money hasn’t packed up and gone home. In fact, spot Bitcoin ETFs are seeing solid inflows:

On December 10, U.S. spot Bitcoin ETFs attracted about $221 million in net inflows, led by BlackRock’s IBIT (roughly $190M) and Fidelity’s FBTC (~$30.6M). ^[16]
On December 11, on‑chain analyst Lookonchain reported +3,016 BTC in net ETF inflows (≈$271.7M) in just one day, with seven‑day flows still positive. ^[17]

Separately, a broader analysis finds that since the 2022 cycle low, Bitcoin has seen about $732 billion in new capital inflows, pushing its realized market cap (value of coins at last move) to roughly $1.1 trillion—both record levels. ^[18]

Together, this paints an unusual picture: price is correcting, but institutional demand via ETFs and on‑chain accumulation remains robust, which many analysts interpret as a mid‑cycle reset, not a new “crypto winter.” ^[19]

4. Standard Chartered, corporate treasuries, and a maturing narrative

One of today’s biggest macro stories is Standard Chartered’s revised Bitcoin forecast:

The bank has cut its 2025 year‑end target to $100,000, down from a previously bullish $200,000 call. ^[20]
It now pushes its long‑term $500,000 target out from 2028 to 2030, reflecting a more cautious timeline. ^[21]
Analysts there point to:
- “Corporate treasury exhaustion” – the 2024 wave of corporate BTC buying has cooled, leaving fewer balance‑sheet buyers to defend the price.
- Slower ETF inflows than early models projected, meaning ETF demand alone must do more of the heavy lifting. ^[22]

At the same time, other research notes that a majority of corporate Bitcoin treasuries that bought near 2025 highs are now sitting on paper losses, after BTC dropped from its $126K peak toward the $85K–$90K range in recent months. ^[23]

A separate thread from CryptoPotato and others argues that Bitcoin’s classic four‑year halving cycle is no longer the main driver, with global liquidity and ETF flows now playing the starring role in BTC’s post‑halving rallies. ^[24]

The upshot: Bitcoin is more institutional, more macro‑driven, and less “programmed” than in previous cycles—great for long‑term legitimacy, but also a reminder that old models can break.

Short‑term Bitcoin price forecasts: key levels to watch

Analysts today broadly agree on one thing: Bitcoin is in a volatile range, not a clear trend. But they differ on what comes next.

Immediate support and resistance

From a technical perspective, several levels are getting repeated across today’s research:

Resistance zone:
- Around $94,000–$95,000 – today’s intraday ceiling and a key short‑term cap. ^[25]
- Above that, analysts flag $96,000, then $98,000–$100,600, and ultimately the $100K psychological barrieras next upside checkpoints. ^[26]
Support zone:
- $89,600 as the first important short‑term floor, aligning with today’s lows. ^[27]
- Deeper supports are mapped around $88,900, $87,300, and then $85,700–$87,000, with some analysts warning of potential tests near $83,000–$80,000 in a more severe pullback. ^[28]

Different analyst scenarios

1. “One push away from ending the correction” (bullish‑leaning)
BeInCrypto points to two supportive on‑chain signals:

Short‑term holders are sitting on deep unrealized losses, a pattern that has historically appeared near the end of corrections, not the beginning.
Exchange outflows have jumped, echoing previous periods where BTC left exchanges ahead of major rallies. ^[29]

In this view, Bitcoin needs roughly a 4% breakout above ~$94,140 to confirm a trend shift and potentially restart the uptrend. ^[30]

2. Fib levels and the “Golden Cross” (cautiously bullish, but volatile)
An analysis from The Crypto Basic notes: ^[31]

BTC has fallen below a key Fibonacci retracement at ~$90,960, with the next Fib supports around $88,969 and $87,364.
A further breakdown could drag price toward $85,758, while a recovery above that first Fib line would reopen the path to $94K+.
On the positive side, Bitcoin has recently flashed another “Golden Cross” on higher‑time‑frame moving averages. Previous instances preceded large rallies, and one analyst is even eyeing long‑term targets above $170,000—though that’s a high‑conviction, high‑risk call rather than consensus.

3. Range trading and macro “chop” (neutral / consolidation)
CryptoNews and several macro‑focused commentators frame BTC as stuck in a structurally fragile range: ^[32]

Base case: continued consolidation between roughly the $88K–$94K bands, with modest downward pressure as markets digest the Fed and incoming economic data.
A break below the low‑$90Ks could open the door to $87K and even $83K, while a sustained move above $92K–$94K might carry BTC toward $98K–$108K over time.

4. Deeper correction vs. $110K breakout (wide‑range technicals)
A more aggressive trading desk forecast sees:

A near‑term attempt to test resistance around $95,275, with a bearish extension potentially targeting the $79,500 area if sellers regain control.
A clear breakout above roughly $100,065 would invalidate the downside structure and unlock upside targets above $110,000. ^[33]

Taken together, short‑term views range from “one more push and we’re out of the correction” to “a grindy range with risk of a deeper flush.” Everyone, however, agrees on one thing: volatility is here, and levels matter.

Medium‑ to long‑term outlook: 2026 and beyond

Zooming out from today’s candle, the longer‑term conversation has shifted in three important ways.

1. Forecasts are more cautious, but still broadly bullish

Standard Chartered now targets $100,000 by end‑2025 and $500,000 by 2030, but emphasizes a more gradual path and weaker structural demand than previously assumed. ^[34]
Other analysts, leaning heavily on technicals like the Golden Cross and cycle analogies, continue to put forward hyper‑bullish scenarios above $150K–$170K over the next couple of years—but those are far from consensus. ^[35]

In short: the directional bias among many institutional and crypto‑native analysts remains up, but the timeframe and slope are increasingly debated.

2. A “mid‑cycle reset,” not a new crypto winter?

The 24/7 Wall St analysis argues that this is not 2018 all over again: ^[36]

Around $732B in fresh capital has entered Bitcoin since the 2022 lows—more than all previous cycles combined.
BTC’s realized cap sits near $1.1T, reflecting heavy invested capital even as price trades well below peak.
One‑year realized volatility has nearly halved versus the 2021 bull; liquidity and ETF flows have deepened, smoothing (but not eliminating) swings.
Roughly 1.36 million BTC—about 6–7% of supply—now sit in spot ETFs, creating a large, mostly long‑only pool of demand.

This view frames the recent 20–30% drop from the $126K top as a mid‑cycle reset within an ongoing structural bull market, contingent on macro conditions not deteriorating sharply.

3. Halving cycles vs. global liquidity and ETFs

New research highlighted by CryptoPotato contends that post‑halving rallies have historically aligned more with global liquidity expansions than with the halving itself. With U.S. spot ETFs and institutional desks now central to price discovery, many analysts think: ^[37]

ETF flows and interest‑rate policy will likely dominate the next few years.
Classic “18 months after halving we peak” rules may be unreliable in a world where monetary policy, ETF demand, and cross‑asset flows drive Bitcoin as much as its programmed issuance schedule.

For long‑horizon investors, the big questions are less about the exact month of the next top and more about how much more institutional capital and global liquidity BTC can attract over time.

What today’s Bitcoin move means for traders and investors

Nothing here is financial advice, but today’s news flow does suggest a few broad takeaways:

Short‑term traders face choppy, headline‑driven markets.
BTC is ping‑ponging between well‑defined support and resistance levels while macro news (Fed commentary, AI earnings, ETF flow headlines) sparks intraday spikes and flushes. Tight risk management and clear invalidation levels are crucial in this environment.
Institutional flows are still a key bullish pillar.
The combination of steady ETF inflows, record capital inflow since 2022, and a high realized cap suggests that, under the hood, large players are still net accumulators, even as price chops around $90K. ^[38]
Macro matters more than ever.
Today’s reaction to the Fed and to AI‑linked tech stocks shows that Bitcoin is now deeply intertwined with broader risk markets. Future moves in inflation, growth, and central‑bank policy are likely to be decisive for the next leg up—or down.
Long‑term thesis vs. short‑term pain.
While some corporate treasuries and late‑cycle buyers are currently underwater, long‑term analyses still lean toward continued structural adoption—just on a bumpier, more institution‑driven path than many retail investors grew up with. ^[39]

As always, anyone considering exposure to Bitcoin should do their own research, understand that crypto is highly volatile, and never invest money they can’t afford to lose.