“First Time in a Decade! Bitcoin and US Stocks Decouple: S&P Up 16% vs. Bitcoin Down 3%, Capital Flows Shift”

In 2025, Bitcoin and US stocks experienced their first significant divergence in ten years, driven by a structural shift in asset pricing logic. On one hand, the S&P 500 Index rose by 16%, benefiting from expectations of Fed rate cuts, improved corporate earnings (driven by both technology and energy sectors), and a rebound in risk appetite due to easing trade policies. On the other hand, Bitcoin fell by 3%, as capital shifted from high-volatility assets to precious metals (for hedging and inflation protection), compounded by slower inflows into Bitcoin ETFs and a negative feedback loop triggered by high-leverage liquidations. Additionally, stricter global regulations further suppressed speculative sentiment in cryptocurrencies. This divergence marks the weakening of Bitcoin’s identity as a “risk asset attachment,” while US stocks continued to rally independently, supported by real-economy fundamentals. #成长值抽奖赢iPhone17和周边 #十二月行情展望 #广场发帖领$50