Bitcoin vs. Stocks: The Decoupling Begins?
Ivan says we’re witnessing a major shift: Bitcoin is holding steady while tech stocks are collapsing.
-
NASDAQ down 5%, Apple -9%, Shopify -18%, yet BTC is still stable coining around $84K
-
If BTC keeps outperforming stocks during turbulence, Ivan says it starts trading like gold, not tech
“Bitcoin is the Chad of the market right now. While tech stocks get wrecked, Bitcoin is unfazed.”
Bitcoin: The Anti-Tariff Asset
-
New US tariffs are hitting global trade, shaking stock markets
-
But Bitcoin? No tariffs. No borders. No government control.
-
Ivan: “Tariffs are a boomer problem. Bitcoin exists outside the zoo of global trade drama.”
Trump’s Rearrangement = Bitcoin’s Advantage
-
Trump aims to shift global trade back to the US—factories, supply chains, jobs
-
Ivan calls this “an economic operation with side effects”
Key Highlights:-
Short-term: Disruption, inflation, chaos
-
Long-term: A realignment of capital, and massive Fed money printing to soften the pain
-
-
That printing = bullish rocket fuel for Bitcoin
200K Still on the Table
-
Ivan agrees with Mike Alfred: $200K BTC is still coming in 2025
-
He says short-term fear is noise: “We just made another higher low. The structure is strong.”
-
Long-term holders are accumulating while short-term traders panic
Bitcoin as a Lifeboat
-
Bitcoin is acting as a safe haven in real time
-
Stocks bleed, but Bitcoin is stable
-
Ivan believes this is the early phase of Bitcoin decoupling and becoming a macro asset class
The Big Bro World Order
-
Ivan sees Trump shifting global alliances from “bureaucratic grandmas” in the EU to “big bro” leaders like Bukele (El Salvador) and Milei (Argentina)
-
Argentina is negotiating zero-tariff access to US markets
-
Ivan says this new alliance wave could fast-track Bitcoin adoption
Altcoins? Meh. It’s All About Bitcoin
-
Ivan says alts are “hanging on by a tooth” until BTC reclaims $91K+
-
Once that happens, we might see the return of altcoin mania, but for now, focus is on Bitcoin dominance
Final Take:
“Bitcoin is transforming before our eyes. It’s no longer just a risk-on asset. It’s becoming the new financial backbone. The Fed will print. Stocks will suffer. Bitcoin will rise. Don’t miss this.”
