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  • June 2025 - Decoupling

    Crypto, especially Bitcoin, appears to be decoupling from traditional assets, with prices rising even as stocks and bonds fall. Upcoming macro data—revised Q1 GDP and PCE inflation—could reveal a “Goldilocks” scenario of steady growth and falling inflation, potentially fueling a market rally. Despite rising yields and Fed tightening, historical precedent and ongoing fiscal stimulus suggest that markets, including crypto, could continue to climb, with Bitcoin possibly acting as a leading indicator of liquidity.

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