Bitcoin price is stalling versus U.S. equities as risk capital rotates into tech and altcoins. A dovish FOMC outlook and ETF interest are bolstering Nasdaq and SOL, leaving Bitcoin underperforming while investors chase higher short-term returns in equities and selected altcoins.
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Bitcoin vs Nasdaq: negative correlation signals rotation into equities
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Altcoins (Solana, Ethereum) and Institutional treasuries are capturing flows, pressuring BTC performance.
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On-chain data (CryptoQuant) and market metrics show TOTAL2 at $1.74T and SOL/BTC up 10.5% month-over-month.
Bitcoin price lags Nasdaq amid risk rotation; read latest on ETF pulls, Solana momentum, and FOMC implications. Learn what traders should watch next.
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What is causing Bitcoin price to lag the Nasdaq?
Bitcoin price is lagging Nasdaq largely because risk capital is rotating into equities and high-performing altcoins ahead of a likely Federal Reserve rate cut. Market participants are front-running dovish guidance, moving funds into ETFs, treasuries, and select tokens that have outperformed BTC this cycle.
How significant is the BTC–Nasdaq correlation shift?
On-chain and market data show the BTC–Nasdaq correlation flipping to -0.14 — the weakest reading since September 2024. This negative correlation indicates a measurable decoupling as the S&P500 and Nasdaq rally: S&P500 is ~32% off the April low and Nasdaq has rallied ~50% to a new ATH, while BTC declined ~38% on price charts in the same window.
Source: CryptoQuant (chart)
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Capital is flowing into altcoins as investors hunt higher short-term returns. TOTAL2 (ex-BTC market cap) recently reached $1.74 trillion, representing 45.8% market share. The Altcoin Season Index moved to 80, signaling broad alt strength.
Solana stands out: the SOL/BTC ratio rose 10.5% in one month, with SOL returning ~3x versus BTC’s ~6% ROI in the same period. Institutional activity is visible too — 16 treasuries now hold roughly 10.29 million SOL, keeping capital allocated to alt momentum.
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Source: https://en.coinotag.com/bitcoin-could-face-headwinds-from-fomc-driven-flows-as-etfs-treasuries-and-altcoins-attract-risk-capital/
