ChainCatcher 消息，彭博高级 ETF 分析师 Eric Balchunas 在 X 平台发文称，“昨天股市下跌时，比特币大幅上涨，与股市在过去一周左右呈现负相关性，表现优于美国国债（后者再次变得不可靠），尽管黄金也与其自身水平相当（-98） 。当然，这是一个荒谬的短时间框架，但在我看来，如果比特币想被视为真正的替代品，就必须获得上涨。”

<p>ChainCatcher 消息，彭博高级 ETF 分析师 Eric Balchunas 在 X 平台发文称，“昨天股市下跌时，比特币大幅上涨，与股市在过去一周左右呈现负相关性，表现优于美国国债（后者再次变得不可靠），尽管黄金也与其自身水平相当（-98） 。当然，这是一个荒谬的短时间框架，但在我看来，如果比特币想被视为真正的替代品，就必须获得上涨。”</p>

分析师：近一周比特币与股市呈现负相关性，表现优于美国国债

According to ChainCatcher, Eric Balchunas, a senior ETF analyst at Bloomberg, posted on X platform, saying, "When the stock market dropped yesterday, Bitcoin rose significantly, showing a negative correlation with the stock market over the past week or so, outperforming U.S. Treasuries (which have become unreliable again), although gold remained at its own level (-98). Of course, this is an absurd short-term framework, but in my view, if Bitcoin wants to be seen as a true alternative, it must gain traction."

<p>According to ChainCatcher, Eric Balchunas, a senior ETF analyst at Bloomberg, posted on X platform, "When the stock market dropped yesterday, Bitcoin rose significantly, showing a negative correlation with the stock market over the past week or so, outperforming U.S. Treasuries (which have become unreliable again), although gold remained at a similar level (-98). Of course, this is an absurd short-term timeframe, but in my view, if Bitcoin wants to be seen as a true alternative, it must gain traction."</p>

Analyst: Bitcoin has a negative correlation with the stock market in the past week and outperformed U.S. Treasuries

On April 21, 2025, the global financial markets experienced a "Black Monday". The three major U.S. stock indices collectively collapsed: the Dow Jones Industrial Average plummeted 972 points (a 2.8% drop), the S&P 500 index sharply fell 125 points (a 3.1% decline), and the Nasdaq Composite index plunged 416 points (a 4.2% drop) due to a tech stock sell-off, with a single-day market value evaporation of $1.5 trillion.

In stark contrast to the traditional market's devastating performance, the cryptocurrency market grew by 1.77%, with its total market value breaking through $2.73 trillion, and BTC momentarily reaching 88...

US stocks evaporated $1.5 trillion, why is the crypto market going against the tide?

Trump's second term is about to reach its hundredth day, but the geopolitical situation has undergone earth-shattering changes compared to a few months ago. The correlation between assets is disintegrating, capital flows are beginning to reverse, and <Bitcoin> (finally) is starting to show a clear divergence from stocks. The president even threatens to treat the Federal Reserve chairman like a contestant on '<Who Is the Successor / The Apprentice>'. Meanwhile, major US endowment funds are massively selling illiquid private equity assets during the industry's most challenging time. Have we truly arrived at a critical turning point in financial history?

SignalPlus Macro Analysis Special Edition: The Times They Are a-Changin'

<Odaily>Odaily Planet News</Odaily> - Compass Point analyst Ed Engel stated in his latest report: "Bitcoin continues to show resilience... with a week-on-week increase of 4%, while the S&P 500 index fell by 6%. Historically, during macro sell-offs, Bitcoin's correlation with stocks has been close to 1.0; however, its 30-day correlation with the S&P 500 index is only 0.65. Although we are optimistic about Bitcoin's recent decoupling, its recent strength is accompanied by thin trading volume, which reduces confidence in breaking through the $93,000 resistance level without major catalysts such as Federal Reserve easing policies or tariff agreements. That said, long-term Bitcoin holders remain steadfast, and as Bitcoin's liquidity decreases, Strategy's purchase volume is rebounding... These factors can further support its resilience against stock and fixed income volatility." (CNBC)