Bitcoin Price Outlook: BTC Recovers As Palantir Earnings Ease AI Sector Selloff

Bitcoin (BTC) bounced hard on Tuesday, climbing more than 6% from its weekly low near $74,550, as risk appetite returned across markets.

The recovery followed stronger-than-expected earnings signals from the AI sector. That’s exactly the setup I flagged in the BTC weekly outlook yesterday as a potential trigger for relief.

Strong Palantir Earnings Spark Risk-On Mood

Crypto markets found footing after Palantir Technologies (PLTR) delivered an upbeat sales outlook, easing fears around an AI-led slowdown.

At the same time, Oracle (ORCL) announced a $25 billion investment-grade bond sale to fund AI infrastructure, reinforcing confidence in sustained capex across the sector.

The rebound wasn’t isolated to crypto. Nasdaq 100 futures rose, signaling a stronger open for tech stocks. Gold (XAU) and silver (XAG) also rallied, while the US dollar index slipped, removing a key headwind for Bitcoin.

Adding to the positive tone, US factory activity data showed demand-driven strength, offering a more optimistic signal for economic growth and corporate profits.

After nearly three years of manufacturing weakness, even tentative signs of recovery help improve sentiment.

Bitcoin Technical Outlook: Bulls Are Still in Danger

Bitcoin’s technical outlook remains bearish despite the modest recovery in the past two sessions.

To confirm a bullish momentum, BTC must initially reclaim its 20-day (the green wave) and 50-day (the red wave) exponential moving averages (EMA) near $85,600 and $88,900, respectively.

At the same time, Bitcoin’s daily relative strength index (RSI) must recover convincingly from the oversold region below 30. Until that happens, BTC’s ongoing recovery looks more like a relief rally than a confirmed trend reversal.

Stablecoin Flows Still a Headwind for Bitcoin

Stablecoin flows into exchanges flipped sharply negative in late 2025, with 30-day net outflows reaching about $9.6 billion, according to a chart highlighted by Darkfost, a CryptoQuant-based on-chain analyst.

Outflows eased in January, but net flows remain negative near $4 billion. Fewer stablecoins on exchanges mean less immediate buying power, making it harder for Bitcoin to push above its realized price and sustain rallies.

Special Mention: Bitcoin vs. NVIDIA Meme Fractal

A meme fractal making the rounds on social media compares Bitcoin’s current price structure with past moves in Nvidia (NVDA) and Alphabet (GOOGL).

The chart highlights a similar three-step pattern: an initial selloff (1), a rebound and lower high (2), followed by a deeper pullback toward a horizontal support zone (3).

At a glance, the resemblance looks convincing: Nvidia and Alphabet dipped into long-term support, shook out weak hands, then ripped higher. Bitcoin now sits in what fractal traders call the same “final support” zone, implying a similar rebound.

But this reads like hopium. NVIDIA and Alphabet rallied on company fundamentals (earnings, guidance, capex). Bitcoin isn’t a single-stock story; it trades like a macro risk asset, moving with liquidity, rates, the dollar, and broad risk sentiment.

So one must not build aggressive leveraged (or even spot) bets around a meme pattern.