Eric Weiss
Resolved (1)
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Bitcoin's recent correlation with equities won't last; a divergence is coming and it won't be subtle. As the tariff war escalates and stocks bleed, Wall Street will eventually realize there's an alternative: bitcoin. The moment capital truly pivots, BTC doesn't just hold up, it outperforms dramatically.
“Bitcoin's recent correlation with equities won't last. A divergence is coming and it won't be subtle. ... As the tariff war escalates and stocks bleed, Wall Street will eventually realize there's an alternative: bitcoin. No earnings risk. No geopolitics. Just math. The moment capital truly pivots, BTC doesn't just hold up, it outperforms dramatically.”
From $83,860 (Apr 2025) BTC did rally to $126,296 (a dramatic move), but by as_of it has fallen back to $58,161 alongside the same risk-asset weakness — the durable decorrelation/outperformance thesis is not borne out.