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The Block's Data & Insights weekly newsletter puts the 90-day Pearson correlation between bitcoin and gold at an all-time high, with the 30-day reading up to 0.8, its strongest level this year. That argues bitcoin is currently being priced as a debasement and real-yield hedge rather than as a pure high-beta tech proxy, making it more sensitive to DXY direction, UST real yields, and gold ETF inflows, while cutting the diversification value of holding both legs in the same portfolio. The confirmation test is a sharp gold drawdown: if BTC follows gold lower instead of decoupling, the macro-hedge bid is doing the work, whereas a break in correlation would shift the driver back to crypto-native flows and ETF demand.
As a Research signal, watch whether it changes price action, volatility, or flows around BTC, GC=F.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
Influencer Threads
Ray Dalio shares his personal view that where one ends up in life depends on how you see things and what you feel connected to, from family and community to country, mankind, and the wider ecosystem. He argues that everyone must decide how far to place others' interests above their own, and for whom, because situations forcing those choices arise regularly. This is reflective commentary with no market content.
Rekt Capital argues that even if Bitcoin has already put in its bear market bottom, the price still has to clear the current $60,000-$80,000 trading range. This is the author's own read on Bitcoin's range structure, and the visible post stops before the conclusion of that scenario.
Dalio advises working through disagreements until both sides are aligned or at least understand each other's positions well enough to decide what should be done, citing a colleague's advice to simply not filter. This is a management and communication view from the author, with no market call attached.
Rekt Capital notes that Bitcoin continues to trade just below its macro downtrending resistance after only briefly wicking above it, and in the author's view this level remains the pivotal resistance to clear. The visible implication is that BTC's near-term direction hinges on whether it can close above that trendline rather than merely wick through it.
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