Bitcoin briefly fell below $80,000 for the first time in nearly a month as risk assets retreated amid a sell-off in the U.S. stock market's AI sector. The decline has intensified the tug-of-war between bullish digital asset analysts and a broader speculative market that has shifted to a defensive stance with sustained pressure on risk appetite. Market-priced probability of Bitcoin reaching $100,000 before Christmas dropped 2.8 percentage points to 9.7% over the past 24 hours, according to Derive.xyz founder Nick Forster. This sharp decline in expectations reflects weakening bullish sentiment as crypto markets struggle to rebuild momentum against prevailing macro headwinds.