📊 Consistently since early 2022, Bitcoin and the S&P 500 have maintained a fairly consistent correlation with one another as monetary policy and geopolitical events have impacted both at a similar level compared to any other point in crypto's existence. In other words, they tend to rise and fall in the same general direction when investor sentiment across risk assets changes.When the S&P 500 shows resilience (declining just -1.6% in the past week), it often signals that investors are still willing to take o ...

Core Insights - Grant Cardone is analyzing the potential movement of approximately $7 trillion in money market cash as interest rates decline, questioning whether this capital will flow into gold, Bitcoin, real estate, or stocks [1][4] - A survey conducted by Cardone indicated that 68.2% of respondents preferred investing in Bitcoin, while gold and real estate received only 15-16% of the votes each [4] Group 1: Market Trends - As interest rates drop to 0-2%, returns on money markets are expected to collapse, making cash less attractive and prompting a significant shift towards risk assets like Bitcoin, anticipated around Q3-Q4 2026 [3] - Historical trends show that trillions in cash are typically attracted to high yields of 4%-5% with minimal risk, suggesting a potential rotation into riskier assets as yields decline [2] Group 2: Investment Strategies - Cardone has recently increased his Bitcoin holdings to 500 BTC, indicating a strategic move to integrate Bitcoin into future real estate financing and operations, which could enhance liquidity and support growth [5] - The integration of Bitcoin as a treasury asset in real estate could help mitigate capital calls and fund future expenditures, positioning it as a valuable asset in the real estate sector [5]

BREAKING: 🇯🇵 Japan’s nikkei just broke 50,000 for the first time in history 🚀It’s up 65% since April’s tarrif crashRemember risk assets like Bitcoin and crypto always catch up in the end once liquidity shifts.You are not bullish enough on Q4. https://t.co/TvYXHBo3ek ...

🔥 INSIGHT: Analysts say altseason may be on the horizon as liquidity shifts toward risk assets.Do you still foresee a 2025 altszn or is it just hopium? https://t.co/DDflb2LbTF ...

Safe haven assets and risk assets are both pushing higher at the same time. That ain't supposed to happen. It violates everything that an investor was taught in their economics 101 class.So what exactly is going on here. Now my personal opinion on why all asset prices are going higher boils down to the macro environment. Remember markets are forward-looking and everyone, every investor, all the capital allocators, they have become convinced one that the government won't stop printing money.two, the national ...

From the Desk of Anthony Pompliano0:00 Risk Assets & Safe Haven Assets Push Higher Together?!4:58 Is The End of the Government Shutdown Near?6:10 The Robots are Vacuuming & Welcoming GuestsEnjoy! https://t.co/A5MPli2GnU ...

Core Insights - The cryptocurrency market is experiencing significant losses, primarily driven by a renewed sell-off in Bitcoin, which fell 5.6% to an intraday low of $104,853, leading to a total market capitalization decline of 5.9% to $3.64 trillion, the lowest since July [1][2]. Market Dynamics - The sell-off was triggered by a flight to safety due to concerns over the stability of the U.S. regional banking sector, with issues reported at lenders like Zions Bancorporation and Western Alliance causing a sharp decline in bank shares, which affected risk assets including cryptocurrencies [2][3]. - As risk appetite diminished across all markets, altcoins faced significant corrections, with Ethereum dropping 7.4%, and other cryptocurrencies like XRP, Solana, Tron, Dogecoin, and Cardano experiencing losses between 4% and 9%. BNB saw a more substantial decline of 12.3% [3][4]. Liquidation and Market Sentiment - The widespread sell-off resulted in total liquidations reaching $1.09 billion, with Bitcoin and Ethereum traders accounting for over 55% of this total [4]. - Despite the current bearish sentiment, there is an underlying optimism for a potential recovery in the broader crypto markets, as indicated by a 66% chance of Bitcoin closing October with more positive price movements than Ethereum [4]. - However, short-term trader sentiment remains bearish, with a market prediction showing a 68% chance that Bitcoin's next move will take it down to $100,000 rather than up to $120,000 [5].

The dollar advanced against most major peers after fresh trade frictions with China rattled risk assets and sent investors looking for havens https://t.co/KtyBEAkBBX ...

INSIGHT: Bitcoin outpaced other risk assets in 2024 with a +119% gain. It still leads in 2025, only behind gold. https://t.co/xZPFJJKCd3 ...

📊 NOW: TOTAL3 market cap hits record $1.18T as USDT dominance plummets 11.8% in a week, signaling capital rotation from stablecoins into risk assets. https://t.co/6ORS18jZcq ...