Bitcoin decoupling reaches 75 percent: NYDIG exposes the macro mirage
The divergence between BTC and traditional software equities reveals a fundamental shift in capital allocation. The Macro Mirage: Why Bitcoin's 75% Decoupling Isn't What You Think Bitcoin scaled new heights last week, and many traders drew the obvious conclusion: it was tracking US software stocks, another tech-driven rally. That assumption, in my view, is a dangerous oversimplification, a macro mirage that obscures the true drivers of market movement. New analysis from NYDIG, a firm deeply embedded in institutional Bitcoin adoption, cuts through the noise. According to their research, a staggering 75% of Bitcoin's price action has nothing to do with the S&P 500 or the Nasdaq. The structural separation of BTC from tech stocks marks the asset's transition toward institutional maturity. This isn...