1/ The market feels upside-down right now.
Gold just smashed $4,500 (+71% in 2025).
Silver went vertical to $72 (+148%), now a top-3 global asset.
2/ Equities arenāt sleeping either.
The S&P 500 printed its highest daily close ever, ripping 43% off April crash lows.
Liquidity everywhere. Risk appetite back. New highs everywhere.
3/ And then thereās Bitcoinā¦
Down nearly 30% from October ATH, red on the year, facing its worst Q4 in 7 years.
4/ While everything else is celebrating,
$BTC is grinding sideways, barely holding support.
That contrast feels uncomfortable ā almost wrong.
5/ Especially for an asset that used to front-run every liquidity wave.
6/ But calling this āmanipulationā misses the real story.
Bitcoin isnāt being abandoned ā itās being absorbed.
7/ Institutions arenāt chasing price anymore.
Theyāre managing exposure.
ETFs, custodians, prime desks, internal rebalancing ā all of this suppresses volatility.
8/ Quietly, supply is being redistributed.
BTC has matured.
Itās becoming infrastructure, not a momentum toy.
9/ My view š
ā¢ Gold & Silver ā fear + macro hedging
ā¢ Equities ā liquidity + buybacks
ā¢ Bitcoin ā stuck in the middle
10/ No longer a fringe risk assetā¦
Not yet treated like a full macro hedge.
11/ That doesnāt mean something is broken.
More often, it means something is being prepared.
12/ Markets donāt move together forever.
When one asset lags while liquidity explodes elsewhere, itās usually not weaknessā¦
13/ Itās compression.
And compression doesnāt last.
14/ So whatās your take, community?
Is $BTC laggingā¦ or loading? š
š BTC: 87,478.59 (-0.29%)
š BTCUSDT Perp: 87,462.1 (-0.24%)
#Bitcoin #BTC #Crypto #BinanceSquareBTC $BTC quare #MarketCycle #Macro #Investing
