2025-12-25 01:26:01

Last night, the US stock market hit another all-time high—Dow up 0.6%, S&P up 0.32%, looking quite lively. But interestingly, the crypto world seems a bit calm. What does this divergence really indicate?

The data is in front of us: Micron surged 3.77%, Apple closed up 0.53%, tech stocks are steady. Meanwhile, Coinbase fell 1.06%, and MicroStrategy only rose slightly by 0.53%. Normally, a rise in the US stock market should boost crypto-related stocks, but this time, something seems unusual.

However, a closer look reveals that MicroStrategy, known as the "Bitcoin shadow stock," has been closing higher for several consecutive days, indicating that big capital's Bitcoin positioning has never really stopped. The current traditional fund strategy appears to be: continue chasing AI chips and tech giants, while maintaining a cautious stance on direct crypto investments.

This divergence might be temporary. Imagine a few possibilities: if the Federal Reserve's rate cut expectations heat up next year, abundant liquidity could simultaneously boost both US stocks and crypto assets. Additionally, once Bitcoin spot ETFs are approved, the channel for traditional funds to enter the space will be fully opened. As for the pullback in stocks like Coinbase, it’s likely just a normal profit-taking reaction before the holiday, not necessarily indicating a trend reversal.

So, the US stock market is pushing towards a peak, while crypto assets are gathering strength. When the traditional market is cheering, smart money is already looking for the next breakout. Do you think the first wave of 2024 will start from the US stock market or from the crypto space?

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AirdropBlackHole

· 8h ago

Once again, AI and tech stocks are taking the gains while the crypto circle is left with the leftovers. Forget it, let's wait until the spot ETF channel opens.

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UnluckyLemur

· 8h ago

New highs in the US stock market, but no movement in the crypto world. This is the most telling signal.

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BearMarketMonk

· 8h ago

New highs in US stocks, calm in the crypto world. Isn't this just a signal waiting for interest rate cuts?

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NeverVoteOnDAO

· 8h ago

Micron surges again with AI chips becoming popular, but the crypto market remains cold and quiet. The difference is truly remarkable. Wait, what does MicroStrategy's continuous rise indicate? Isn't it just big players quietly accumulating? Pretending not to be interested, but actually hoarding for a while. Once the spot ETF approval passes, these institutions will step in, and that's when the real show begins. Coinbase's decline isn't a big deal; cutting losses before the holiday is quite normal. With interest rate cuts, liquidity will be abundant. Both the US stock market and cryptocurrencies should rise. What's the divergence? It's just a matter of time lag. Honestly, the probability of the crypto market launching in 2024 is higher. The US stock market has already risen so much; it's our turn now.

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BoredApeResistance

· 9h ago

While US stocks hit new highs, the crypto market remains calm. This difference is quite striking. It seems that big capital is still on the sidelines; the real turning point will be when the ETF gets approved.

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0xLuckbox

· 9h ago

The US stock market hits new highs again, but the crypto circle is surprisingly quiet? This pace feels off, like big players are holding back a major move. --- Microstrategy has been rising steadily, indicating that Bitcoin's funds haven't decreased much, just moved to different wallets. --- With rate cuts, liquidity will explode, and both cryptocurrencies and stocks will take off together. Right now, the calm may just be the lull before the storm. --- Honestly, Coinbase's recent drop was just a shakeout; the smart money has already moved in long ago. --- If the spot ETF gets approved, traditional capital will have no barriers to entering the market, and then the crypto world will truly begin to celebrate. --- It feels like waiting for a signal, maybe a rate cut or ETF approval. Will US stocks and crypto explode together then? --- Major capital is still on the sidelines, not fully betting on crypto, but their strategic placements never stopped, which says a lot. --- US stocks are approaching a peak, and the crypto market is gearing up. It's hard to say who will take off first in 2024, but I bet the crypto rhythm will be even more intense.

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StableGeniusDegen

· 9h ago

It's not surprising that US stocks hit new highs; the crypto world is the one truly brewing big events. --- Microstrategy's preparations are so obvious; only those who don't understand will get caught. --- Once the spot ETF passes, traditional gold will be slaughtered. --- It's the same old narrative: US stocks surge to the top while the crypto market gathers strength. Listening to it all, I’ve got calluses on my ears. --- Profit-taking before the holiday? Please stop making up stories for Coinbase. --- Expectations of rate cuts heating up? So what? Bitcoin has its own story to tell. --- AI chip bloodsucking, the crypto world watches coldly—these game rules have changed. --- Looking forward to 2024, but not betting on this US stock rally to run first. --- Big capital is still deploying; that reassures me. Continuing to HODL. --- Smart money has long been lurking in the crypto world, just waiting for this breakout.

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