Bitcoin Decouples from US Equities: A New Market Paradigm Emerges

Bitcoin's market structure is undergoing a significant transformation, as its correlation with US equities begins to weaken.

A recent CryptoQuant update suggests that this decoupling may be more than just a temporary phenomenon, and could have far-reaching implications for the cryptocurrency market.

The analysis highlights Bitcoin's growing sensitivity to on-chain dynamics, including supply schedule and holder behavior. This shift away from traditional risk-asset correlation is being driven by the increasing weight of institutional staking flows and real-world asset tokenization.