The Nasdaq is down almost 3% this week; oil surged to $100, and inflation panic is back at 2.0.

BTC closed at 64K, barely moving.
Three months ago, with the Nasdaq falling like this, BTC would have at least been down 5%.
This week, tech stocks were a bloody mess—Bitcoin didn’t even flinch.
Not a coincidence.
The correlation between BTC and tech stocks is breaking down.
When oil hits 100, gold rises and U.S. Treasury yields spike.
It’s all signals that inflation has returned.
But Bitcoin seems to be saying, “I’m not like you.”
Institutional money is changing the rules of the game.
LMAX wants to IPO; B2C2 is looking for buyers.
Strategy changes its BTC indicators—old narratives can’t hold up anymore.
As the compliance framework gets tighter and tighter, big money is moving in.
This is a 2021 setup that nobody could have imagined.
EU slashed $64k in sanctions, targeting Russian crypto networks.
The White House pushes Democrats to accept Trump’s crypto restrictions.
The regulatory iron fist is raised.
But nobody really wants to shut down this market.
The only thing that truly matters this week:
BTC held up under the stress test.
Oil to 100, Nasdaq collapsed, and regulation tightened.
Three directions are pressuring at the same time.
Bitcoin didn’t fall.
What to watch next week:
Can tech stocks stabilize?
If the Nasdaq drops another 5%, can BTC still stand?
That answer will determine the direction of the second half of the year.