Bitcoin is poised to outperform traditional assets like stocks and bonds after ending its longest period of underperformance against the S&P 500, according to Mark Connors, Risk Dimensions CIO and former Credit Suisse executive. Connors highlights persistent inflation, high oil prices, and a "higher-for-longer" interest-rate environment as factors pressuring bonds, potentially favoring bitcoin. He notes a shift from gold to bitcoin, driven by advances in AI and blockchain technology, which are seen as countering inflationary pressures, according to CoinDesk.