Every Zipp story tagged #Decoupling, newest first.
Crypto was one of just two asset classes green Monday. A 220-280bp futures carry over fed funds and funding 2x Friday's level suggest traders are paying for upside, not chasing a squeeze.
The decoupling is the signal: oil spiked above $107, gold dipped 1%, and tech sold off on AI safety calls, with crypto the only major sleeve holding bid.
When BTC trades on its own tape instead of as an equity proxy, the macro-hedge thesis starts doing real work for allocators.
Bitcoin held steady while the Magnificent Seven lost $797B in their worst day since April 2025, the first crack in a month of crypto trading as a pure AI-cycle proxy.
BTC held near $63,800 while every traditional war hedge dumped on U.S. strikes in Iran, the latest sign the asset now trades on dollar liquidity and chip-cycle flows, not Hormuz headlines.
The United States has officially designated Alibaba, BYD, and Baidu as companies that support the Chinese military…
The split from equities is the real story: a safe-haven bid layered on a rate-cut path that's still open, even as Middle East tensions push oil and yields higher.
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