Published: January 13, 2026 | Tapbit Market Update
Bitcoin trades at $95,302.81 (down 0.09%) as markets digest December’s core CPI print of only +0.2% MoM — below consensus and signaling continued cooling inflation pressures. Historically, such data fuels risk assets, yet BTC remains range-bound while capital continues flowing into outperforming AI and tech stocks that dominated 2025 returns. This rotation dynamic explains crypto’s muted response despite macro tailwinds.
For real-time insights, track the live BTC price, order book depth, and interactive charts directly on Tapbit price.
December Core CPI Breakdown & Market Reaction
Key data points (December 2025):
- Core CPI MoM: +0.2% (vs. expected +0.3%)
- Core CPI YoY: ~3.2% (cooling trend intact)
- Headline CPI: Softer than core, reinforcing disinflation narrative
Softer-than-expected inflation typically reduces Fed tightening fears and supports risk assets. Yet Bitcoin shows limited upside, highlighting 2025’s dominant theme: capital prioritizing growth narratives in AI/semiconductors/cloud over speculative crypto plays.
Why AI & Tech Stocks Outperform Crypto in 2025
| Factor | AI/Tech Stocks | Bitcoin/Crypto |
|---|---|---|
| 2025 Performance | Strong gains on earnings growth | Lagging, range-bound |
| Investor Appeal | Real earnings + narrative | Speculative volatility |
| Inflation Reaction | Capital magnet | Muted response |
| Key Drivers | Institutional flows into growth | Macro surprises alone insufficient |
Throughout 2025, AI leaders (NVDA, MSFT, AMD, etc.) and broader tech captured inflows that might otherwise have lifted digital assets, creating a clear capital rotation story.
Bitcoin Technical Analysis: Key Levels to Watch
BTC remains stuck in a $92,000–$98,000 range:
- Major Support: $95,000 (psychological + recent base)
- Next Support: $92,000 (prior low)
- Resistance: $98,000 (prior high)
- Breakout Target: $100,000–$105,000 (if flows reverse)
- RSI (14): ~50 (neutral, room to run)
- Volume: Subdued, confirming indecision
Upside breakout requires fresh catalysts (policy shift, equity rotation reversal).
Outlook & Risks for Bitcoin in 2026
Bullish Case:
- Further disinflation → Fed easing cycle
- Capital rotation back into crypto from overbought tech
- Target: $105,000–$120,000+ on breakout
Bearish Case:
- Hotter-than-expected data reignites inflation fears
- Tech sell-off drags risk assets lower
- Target: Retest $88,000–$92,000
Conclusion
Bitcoin’s consolidation near $95,300 after cooler CPI data reflects 2025’s dominant theme: capital rotation into AI and tech stocks limiting crypto upside. While softer inflation is supportive, BTC needs a reversal of flows to break higher. Watch $95K support and $100K resistance closely.
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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Cryptocurrency markets are highly volatile.
