NEW Episode of The Market Runup is live ๐๏ธ
@Aryonchain from
@CMT_Digital on hybrid macro, Bitcoin's correlation flip, and infrastructure over narratives
We covered:
-Bitcoin correlation flipped +0.61 to -0.77, now leads risk instead of lagging macro
-66% professional managers zero allocation while ETFs absorb Bitcoin issuance
-Capital following revenue: stablecoin rails and tokenization generating real fees not narratives
-Crypto's one shot at TradFi integration depends on compliance tooling delivery
Links below ๐