The Blonde Broker(@theblondebroker):Just dropped a new episode of The Market Runup with @Aryonchain from @CMT_Digital 🎙️ We went deep on hybrid macro, Bitcoin’s correlation flip, and why infrastructure is starting to matter more than narratives. Key takeaways: • Bitcoin’s correlation flipped from +0.61 to -0.77 — it’s now leading risk assets instead of following macro • 66% of professional managers still have zero allocation while ETFs quietly absorb new issuance • Real capital is flowing to revenue-generating areas like stablecoin rails and tokenization, not just hype • Crypto’s best shot at meaningful TradFi integration comes down to actually delivering compliance tools Episode is live

2026.05.11 17:42

Just dropped a new episode of The Market Runup with @Aryonchain from @CMT_Digital 🎙️ We went deep on hybrid macro, Bitcoin’s correlation flip, and why infrastructure is starting to matter more than narratives. Key takeaways: • Bitcoin’s correlation flipped from +0.61 to -0.77 — it’s now leading risk assets instead of following macro • 66% of professional managers still have zero allocation while ETFs quietly absorb new issuance • Real capital is flowing to revenue-generating areas like stablecoin rails and tokenization, not just hype • Crypto’s best shot at meaningful TradFi integration comes down to actually delivering compliance tools Episode is live — links in the comments 👇

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