U.S. stocks rise while Bitcoin falls? Retail investors cool off, precious metals divert funds—who is being shaken out in this round of adjustment?

Question

[BlockBeats] Recently, while going through some data, I noticed a rather unusual phenomenon—the past decade saw Bitcoin and US stocks basically moving up together, but this year things have changed dramatically.

US stocks have already posted double-digit gains, which is pretty strong. Bitcoin? Still struggling underwater, showing losses on paper. The gap is quite significant.

Retail investors are clearly more cautious now. The enthusiasm for buying the dip is visibly fading, and the most direct signal is that ETF inflows have slowed down. The previous “buy the dip” drive just isn’t as strong anymore.

There’s another factor that can’t be ignored—both gold and silver have hit new highs this year, drawing a lot of attention. Honestly, at this stage, they’ve somewhat replaced Bitcoin’s role in asset allocation. After all, they both carry the “inflation hedge” label, and capital tends to flow toward the more stable options.

But looking at it from another angle, this downturn might be serving a purpose: clearing out the less committed speculators. Those still holding coins now are likely true long-term believers, and many have already held for a long period.

If some unresolved risks—such as potential forced selling pressure from major institutions like Strategy—can be addressed, the chances of Bitcoin rising in sync with the stock market again are actually quite high. Especially if rate cut expectations materialize and liquidity loosens, capital will become active again.

AirdropDreamBreaker · Accepted Answer

Retail investors have all flocked to gold, can't blame anyone for that.

This is the market filtering people out—if you can't handle the volatility, you should exit.

US stocks are soaring while Bitcoin is still dropping. What does that indicate? It means the cycle is off.

Feels like everyone who tried to buy the dip is stuck now. Nobody dares to catch the falling knife.

Gold stealing the spotlight is truly wild—even the anti-inflation narrative has been taken over.

If you're steady, you make money; if not, you get cut. That's just how it is.

LayerZeroHero · Answer

It turns out that this decoupling might actually be the real stress test. I have repeatedly verified the data on the slowdown of ETF inflows, and it does align with the logic of a shift in market sentiment. As for the hypothesis that precious metals are siphoning off capital flows, it needs theoretical support—whether the funds are really flowing into gold or simply being cashed out, we’ll have to look at on-chain data for answers.

RektButAlive · Answer

Damn, now it's Bitcoin's turn to be suppressed by the US stock market? The contrast is pretty big.

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Are retail investors really scared, or has the money flowed into gold... Feels like everyone is looking for a safe option.

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Wait, is this a shakeout for the true believers? Weak hands should get out.

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Gold and silver both hitting new highs, really pulling funds away from the crypto space—who would've thought?

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At this point, you either believe or you leave, there's no middle ground.

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A decade-long bond broken just like that, how awkward is that?

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ETF inflow slowing down means the bottom-fishing crowd has really dispersed.

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The anti-inflation label has mostly been taken over by gold, and crypto is definitely bleeding.

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The uncommitted should all be cleared out by now, let's see who can hold on next.

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US stocks are up double digits, but crypto is still losing... The contrast is just insane.

BearMarketBard · Answer

Retail investors staying calm? To put it bluntly, it's just because they're out of money—those who got stuck are all sidelined now.

It's been obvious for a while that gold and silver are fighting for a piece of the pie. With stability as the top priority, who dares to gamble?

"Kicking out the speculators" sounds nice, but in reality, it just means there are no more retail investors left to take the bag.

As for US stocks and Bitcoin decoupling—what does that really mean? Even beliefs depend on the market trend.

Slow ETF inflows are normal; after all, those trying to buy the dip are just buying halfway down the mountain.

Don't call this round of correction a "shakeout"—it's just the market repricing itself. Nothing mysterious about it.

RektDetective · Answer

Retail investors are really scared off this time. Those who can still hold on must be true believers.

Gold and silver are stealing the spotlight, which shows the market is looking for a safe haven. Bitcoin is really sitting on the sidelines right now.

Is this a shakeout? Or is there really no story left? It still depends on how long the US stock market can hold up.

If this drop actually clears out a batch of "dumb money," then the real main upward trend might just be starting afterwards.

US stocks are seeing double-digit gains, while BTC is still lying dead. It’s honestly a bit absurd.