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Bitcoin Shows Signs of Decoupling from US Equities, Could Reclaim $100K
A recent tariff-induced sell-off has led to a notable divergence between the cryptocurrency market and traditional US stock market, sparking speculation that Bitcoin may be poised to break free from its correlation with US equities. This decoupling could potentially pave the way for a surge in value, potentially rekindling hopes of reaching the coveted $100K mark.
According to Blockstream CEO Adam Back, the prior connection between Bitcoin and traditional markets might have been driven by market maker activity exploiting liquidity conditions rather than an inherent correlation. “I was thinking the coupling was fake. Maybe market makers [were] using Bitcoin market shortage of fiat liquidity to auto-correlate Bitcoin, noticeable on US market [opening],” he said.
Market analyst Macroscope has also suggested that Bitcoin’s price trajectory could mirror historical trends seen in gold. If this scenario plays out, a reclaim of $100K could lead to a shift in capital from gold to Bitcoin, setting the stage for potential outperformance over other assets.
BitMEX co-founder Arthur Hayes believes that the tariffs may ultimately allow Bitcoin to break away from its association with risk-on tech stocks. “BTC hodlers need to learn to love tariffs, maybe we finally broke the correlation with Nasdaq, and can move onto the purest form of a fiat liquidity smoke alarm,” he stated.
Furthermore, Hayes notes that the negative consequences of these tariffs will likely force governments and central banks to print more money in an effort to stabilize the economy. This could ultimately increase the appeal of Bitcoin as a scarce and decentralized alternative, serving as a hedge against fiat currency debasement.
As such, despite the initial uncertainty surrounding the tariff-induced sell-off, many experts are optimistic about the potential implications for Bitcoin’s long-term value. “Today’s market reaction to tariffs is a reminder: inflation is just the tip of the iceberg,” said Strategy’s co-founder Michael Saylor. “Capital faces dilution from taxes, regulation, competition, obsolescence, and unforeseen events. Bitcoin offers resilience in a world full of hidden risks.”
Source: https://cryptobriefing.com/bitcoin-decoupling-us-equities/
