BIT Oficial: Este ciclo de correção é liderado por fatores macroeconômicos, e não por inteligência artificial

Gold Financial reports, on June 23rd, BIT Official released a daily chart analysis stating that Bitcoin and the US software industry ETF (IGV) previously appeared to be decoupled in their trends, but now it is increasingly evident that it is just a wave of short covering rebound, and IGV has significantly reversed and declined.
The individual stocks in the software sector and Bitcoin have huge differences in fundamentals, but both are driven by the same set of macro factors.
When market liquidity is loose, expectations of interest rate cuts rise, or risk appetite increases, funds usually flow first into high-volatility growth assets.
Their prices are linked, reflecting their sensitivity to real interest rates and US dollar liquidity, rather than their own operational fundamentals.
Since October 2025, the Federal Reserve's policy stance has shifted to a dovish tone, which may be the core reason for the simultaneous weakening of both markets; the AI boom is merely the market's surface explanation for this correction.
BTC-4,69%
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