šŸ“Œ GRAYSCALE: BITCOIN IS GRADUALLY LOOKING MORE LIKE ā€œTECHNICAL GOLDā€
šŸ“Š Zach Pandl, Research Director at Grayscale, said that Bitcoin’s 90-day correlation with the Nasdaq 100 fell from more than 60% to about 33%, while its correlation with gold rose from nearly 0 to over 50%.
šŸ‘‰ This shift suggests the market may be viewing Bitcoin less like a tech asset and more like a scarce asset—independent of currency and a store of value.
šŸ“ˆ Against the backdrop of U.S. federal debt surpassing $40 trillion and persistent budget deficits, the ā€œdebasement tradeā€ story is returning. Gold and Bitcoin benefit together when investors look for assets with limited supply.
āš ļø In my opinion, this is a highly notable change. If the BTC–gold correlation continues to rise while the correlation with the Nasdaq keeps falling, Bitcoin may be entering a new market regime—where scarcity and value preservation matter more than the technology angle.
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