Compass Investments

Crypto vs. Dollar

📌 Bitcoin Breaks Correlation With Stocks: Warning Sign or Hidden Bull Signal? –   Historically, Bitcoin has mirrored risk assets like the S&P 500, reacting strongly to changes in liquidity and macroeconomic conditions. Interestingly, over the past six months, this relationship has shifted, with Bitcoin (BTC) sharply underperforming in contrast to equities and gold. Key

Historically tied to the S&P 500 and liquidity cycles, #Bitcoin has decoupled over the last six months—sharply underperforming equities and gold. Is this a warning of lingering macro headwinds (real rates, liquidity stress, miner selling) or a hidden bull setup as policy and ETF flows normalize? Watch fund flows, on‑chain supply and real rates for confirmation. Bitcoin

$BTC

Historically tied to the S&P 500 and liquidity cycles, #Bitcoin has decoupled over the last six months—sharply underperforming equities and gold. Is this a warning of lingering macro headwinds (real rates, liquidity stress, miner selling) or a hidden bull setup as policy and ETF flows normalize? Watch fund flows, on‑chain supply and real rates for confirmation.

#BTC Price Analysis# #Macro Insights# #S&P500

Bitcoin

Bitcoin

$69,872.93

BTC -0.31%

Ethereum

Ethereum

$2,047.05

ETH 0.52%

Binance Coin

Binance Coin

$648.70

BNB 0.69%

XRP

XRP

$1.38

XRP -0.90%

Dogecoin

Dogecoin

$0.09

DOGE -1.47%

Cardano

Cardano

$0.26

ADA -0.10%

Solana

Solana

$86.21

SOL 0.12%