$BTC
$Bitcoin bounced from $81,000 to above $83,000 Tuesday while South Korea’s KOSPI plunged 6% below 6,000 and Nasdaq futures fell 0.6% — the clearest decoupling from AI chip stocks since the rally began. 90% of altcoins failed to recover their overnight drop while Bitcoin clawed back the full decline; BTC dominance rebounded to 60.28%. Long-term holders sit 72% above their $48,600 average cost basis with Bitcoin needing to fall 42% before that cohort faces average losses. Tesla’s 8,430 BTC has been untouched since 2022. Wednesday’s CPI (consensus: headline +0.5% MoM, 3.6% YoY; core +0.2% MoM, 2.4% YoY) is the immediate test — hot headline driven by energy, potentially soft core, a split that has defined every inflation read since summer.
$Bitcoin bounced from $81,000 to above $83,000 Tuesday while South Korea’s KOSPI plunged 6% below 6,000 and Nasdaq futures fell 0.6% — the clearest decoupling from AI chip stocks since the rally began. 90% of altcoins failed to recover their overnight drop while Bitcoin clawed back the full decline; BTC dominance rebounded to 60.28%. Long-term holders sit 72% above their $48,600 average cost basis with Bitcoin needing to fall 42% before that cohort faces average losses. Tesla’s 8,430 BTC has been untouched since 2022. Wednesday’s CPI (consensus: headline +0.5% MoM, 3.6% YoY; core +0.2% MoM, 2.4% YoY) is the immediate test — hot headline driven by energy, potentially soft core, a split that has defined every inflation read since summer.