$BTC just dumped 3% intraday — $81.2k to $78.6k — while Nasdaq futures kept ripping higher.
This isn't noise. It's the same divergence playing out for weeks now.
Bitcoin used to move lockstep with tech. Not anymore.
Either:
• Crypto's pricing in macro fear equities haven't caught yet
• Or liquidity's rotating out of risk-on assets like $BTC first
How long does this decoupling last? Days? Weeks?
Watch the next CPI print. That's when correlations snap back — or break for good.
This isn't noise. It's the same divergence playing out for weeks now.
Bitcoin used to move lockstep with tech. Not anymore.
Either:
• Crypto's pricing in macro fear equities haven't caught yet
• Or liquidity's rotating out of risk-on assets like $BTC first
How long does this decoupling last? Days? Weeks?
Watch the next CPI print. That's when correlations snap back — or break for good.
