{"id":112031,"date":"2025-05-18T15:37:08","date_gmt":"2025-05-18T15:37:08","guid":{"rendered":"https:\/\/www.europesays.com\/uk\/112031\/"},"modified":"2025-05-18T15:37:08","modified_gmt":"2025-05-18T15:37:08","slug":"equities-rip-higher-as-bitcoin-gets-left-behind-a-new-market-reality-to-watch","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/uk\/112031\/","title":{"rendered":"Equities rip higher as Bitcoin gets left behind &#8211; A new market reality to watch!"},"content":{"rendered":"<ul>\n<li style=\"font-weight: 400;\">Bitcoin retail holders are offloading aggressively. Meanwhile, smart money is doubling down.<\/li>\n<li style=\"font-weight: 400;\">Can these heavy hitters absorb the macro turbulence and ignite the next leg?<\/li>\n<\/ul>\n<p>The <a href=\"https:\/\/www.marketwatch.com\/investing\/index\/dxy\" target=\"_blank\" rel=\"noopener nofollow external noreferrer\" data-wpel-link=\"external\">U.S. dollar index [DXY]<\/a> just took a nosedive, dropping a hefty 11%, and it\u2019s lighting a fire under risk assets.\u00a0<\/p>\n<p>U.S. equities bounced hard off their weekly lows, riding the greenback\u2019s weakness. In short, classic risk appetite is back. Investors are chasing alpha and leaving safe havens behind.<\/p>\n<p>But <a href=\"https:\/\/ambcrypto.com\/category\/bitcoin-news\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Bitcoin\u2019s [BTC]<\/a> tape tells a deeper story.\u00a0<\/p>\n<p>Retail holders have been bleeding out, shedding 247,000 BTC year-to-date, equivalent to a $25.7 billion sell-off in spot terms.\u00a0<\/p>\n<p>Meanwhile, smart money is stacking aggressively. Businesses have scooped up over 157,000 BTC, with ETFs and government wallets following suit.<\/p>\n<p><a href=\"https:\/\/www.europesays.com\/uk\/wp-content\/uploads\/2025\/05\/3-e1747556577658.jpeg\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-492751\" class=\"wp-image-492751 size-full\" src=\"https:\/\/www.europesays.com\/uk\/wp-content\/uploads\/2025\/05\/3-e1747556577658.jpeg\" alt=\"Bitcoin ownership\" width=\"1116\" height=\"615\"  \/><\/a><\/p>\n<p id=\"caption-attachment-492751\" class=\"wp-caption-text\">Source: River<\/p>\n<p>This tug-of-war between weak hands and heavy hitters is keeping BTC locked in a tight range. <\/p>\n<p>All eyes are on these heavyweights. Can they weather the macro storm stacking up against BTC?<\/p>\n<p><strong>Risk-on rally heats up, but Bitcoin lags behind<\/strong><\/p>\n<p>Historically, a weaker dollar unlocks risk-asset beta, lifting equities and crypto alike. At press time, the U.S. dollar index slid to its weakest level since early March, down 11% year-to-date.<\/p>\n<p><a href=\"https:\/\/www.europesays.com\/uk\/wp-content\/uploads\/2025\/05\/1747582628_647_4.jpeg\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-492813\" class=\"wp-image-492813 size-full\" src=\"https:\/\/www.europesays.com\/uk\/wp-content\/uploads\/2025\/05\/1747582628_647_4.jpeg\" alt=\"Dollar index\" width=\"1120\" height=\"248\"  \/><\/a><\/p>\n<p id=\"caption-attachment-492813\" class=\"wp-caption-text\">Source: TradingView<\/p>\n<p>The <a href=\"https:\/\/x.com\/KobeissiLetter\/status\/1923780049989152888?t=uhMn_EHUXypKyXApr7ZHzw&amp;s=19\" target=\"_blank\" rel=\"noopener nofollow external noreferrer\" data-wpel-link=\"external\">U.S. stock market<\/a> is syncing up perfectly with this move. Just last week, the S&amp;P500 climbed +5.3%, its second-best weekly gain since November 2023.<\/p>\n<p>The Nasdaq 100 surged 6.8% this week, marking its second-best performance since November 2023, as the stock market continues its nearly uninterrupted upward momentum.<\/p>\n<p>Meanwhile, Bitcoin started the week at $104.6K but remains stagnant around $104K, struggling to gain traction as investors shift their focus to equities.<\/p>\n<p><strong>Time for institutions to step up!<\/strong><\/p>\n<p>According to AMBCrypto, this divergence in risk flows signals a sharp retail rotation into traditional assets.\u00a0<\/p>\n<p>With <a href=\"https:\/\/ambcrypto.com\/bitcoin-vs-tariffs-the-ultimate-test-for-btcs-safe-haven-use-case\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">macro FUD easing<\/a>, the 90-day tariff pause, and the Fed\u2019s persistent hawkish grind, BTC\u2019s near-term retail bid appears capped. This rotation is a key sentiment inflection \u2013 one trader can\u2019t afford to ignore.<\/p>\n<p>Now, it\u2019s up to the whales and institutions to soak up the selling pressure.\u00a0But whale counts remain sidelined, stuck at 1,448 since the early-April dump.\u00a0<\/p>\n<p><a href=\"https:\/\/www.europesays.com\/uk\/wp-content\/uploads\/2025\/05\/glassnode-studio_btc-number-of-entities-with-balance-1k.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-492826\" class=\"wp-image-492826 size-full\" src=\"https:\/\/www.europesays.com\/uk\/wp-content\/uploads\/2025\/05\/glassnode-studio_btc-number-of-entities-with-balance-1k.png\" alt=\"Bitcoin whales\" width=\"3200\" height=\"1800\"  \/><\/a><\/p>\n<p id=\"caption-attachment-492826\" class=\"wp-caption-text\">Source: Glassnode<\/p>\n<p>Meanwhile, <a href=\"https:\/\/farside.co.uk\/btc\/\" target=\"_blank\" rel=\"noopener nofollow external noreferrer\" data-wpel-link=\"external\">spot ETFs are making noise<\/a>. BlackRock\u2019s IBIT ETF has hauled in a cool $800 million in BTC inflows in under five days.<\/p>\n<p>The big players are stepping in, but with retail chasing capital over conviction, BTC\u2019s next move hinges on how deep these heavy hitters want to go.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\tNext: <a href=\"https:\/\/ambcrypto.com\/binance-coin-spot-vs-futures-traders-whos-in-control-of-bnbs-price\/\" rel=\"prev noopener\" data-wpel-link=\"internal\" target=\"_blank\">Binance coin: Spot vs. Futures traders \u2013 Who\u2019s in control of BNB\u2019s price?<\/a>\t\t\t\t\t\t\t\t\t\t<\/p>\n","protected":false},"excerpt":{"rendered":"Bitcoin retail holders are offloading aggressively. Meanwhile, smart money is doubling down. Can these heavy hitters absorb the&hellip;\n","protected":false},"author":2,"featured_media":112032,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[52,51,16,15],"class_list":{"0":"post-112031","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business","8":"tag-ambcrypto","9":"tag-business","10":"tag-uk","11":"tag-united-kingdom"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/114529582922132089","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/112031","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=112031"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/112031\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/112032"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=112031"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=112031"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=112031"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}