Recent market trends show that defensive sectors such as consumer staples and utilities have outperformed the S&P 500 Index by 14% and 11% respectively over the past two months, indicating a potential slowdown in the economy. Meanwhile, U.S. Treasury yields have fallen sharply; even with strong inflation data and heightened geopolitical risks, the 10-year Treasury yield dropped 29 basis points in February, suggesting that funds are flowing into safe-haven assets. Although this trend of selling off high-growth tech stocks may be pressured by Bitcoin's historical correlation, large-scale monetary stimulus measures introduced to counter economic recession could ultimately significantly boost Bitcoin prices.