crypto
02

Stocks at records

On the same days, CNN reports the S&P 500 back at an all-time high and the Dow topping 54,000, moving opposite to bitcoin.

crypto
03

Oil is the catalyst

Quartz reports Treasury Secretary Bessent said a Strait of Hormuz deal could come soon, pushing oil lower and lifting equities.

crypto
04

Crypto's own headwinds

Bitcoin faced a hardware-wallet security scare and shifting flows, drivers with little connection to the macro story boosting stocks.

crypto
05

The lesson

A stock market record does not automatically pull bitcoin up. The correlation is not fixed, and treating crypto as a pure stock proxy can mislead.

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