Consumer confidence hits a historic low, yet the stock market keeps soaring—this disconnect is something I’ve been watching for days. Clearly, money is flowing from cash into stocks and AI, and commodities are benefiting too. But in this cycle, Bitcoin has been left out. What I care about more is whether this neglect is only a temporary mismatch or whether capital is truly redefining asset priorities. Let’s see whether the subsequent rotation will come back around to make up for this gap.