Market Situation

Currently, there is an interesting imbalance between the US stock market and Bitcoin.

The Nasdaq stock index has already hit new all-time highs, increasing by approximately 20%. At the same time, Bitcoin remains about 40% below its record high and cannot stay above the $80K mark.

The situation looks strange: the stock market has recovered, risk appetite has returned, but Bitcoin seems not to notice.

Nevertheless, the fundamental indicators for the cryptocurrency remain strong: there is an inflow of funds into ETFs, the value of stablecoins is growing, and regulatory clarity is increasing, attracting institutional investors.

Therefore, this gap is unlikely to last long. Usually, large assets—indexes and stocks—rise first, and then capital flows into lagging assets, which can lead to sharp movements.

If Bitcoin starts catching up, the momentum could be very rapid.

It is important to note that sharp fluctuations and pullbacks often occur before Bitcoin's growth, which is a normal phenomenon.