Bitcoin’s Tech Correlation Strengthens as AI Repricing Deepens and Financial Conditions Tighten

Discussed in today's video:

Sector correlations confirm Bitcoin’s growth sensitivity – Bitcoin’s rolling 90-day correlation versus the 11 iShares U.S. sector ETFs from BlackRock shows Technology in a clear lead at just under 0.60, with Consumer Discretionary a distant second near 0.47. This reinforces that BTC remains tightly linked to cyclical, growth-oriented equity segments. The recent defensive rotation in equities is therefore a marginal headwind for crypto, though insufficient o...

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