ビットコインはS&P 500に対する過去最長の低迷期間を終え、持続的なインフレ圧力の中で伝統的な資産を上回る位置につけている。
リスク・ディメンションズの最高投資責任者（CIO）で、クレディ・スイスの元グローバル・ポートフォリオ・マネジメント責任者であるマーク・コナーズ氏は、ビットコインが5月初旬まで続いていたS&P 500に対して142日間遅れをとる期間を最近脱したと述べた。同氏は、この変化を調整局面から株式や債券を上回るパフォーマンスを見せる局面への移行であると評した。
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US consumer prices rose more than expected in April, sending stocks lower and pushing bitcoin briefly under the key $80,000 level before a modest recovery. The data reinforced bets that the Federal Reserve will hold rates steady.
Major cryptocurrencies declined over the past week while the S&P 500 extended its longest weekly winning streak since 2023. Bitcoin and ether fell nearly 3 percent each amid softer inflows into spot bitcoin exchange-traded funds. Smaller tokens such as Hyperliquid's HYPE provided the only notable gains.
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Bitcoin entered the third quarter with weaker ties to major stock indexes and stronger links to gold and silver, according to data through June 30.
Bitcoin traded around $65,000 on Thursday as escalating U.S.-Iran conflict drove oil prices higher and pushed Treasury yields to multi-month peaks. Spot Bitcoin ETFs drew nearly $1 billion in inflows over seven sessions. Grayscale Research said the price may have already bottomed.
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Bitcoin slipped below $63,000 on Friday as a global selloff in semiconductor and AI-related stocks spread to crypto markets. Renewed geopolitical tensions involving the United States, Iran, and China added to the pressure on risk assets.
Bitcoin climbed back above $65,000 on June 22 after touching lows near $63,000, supported by a sharp drop in crude oil prices.
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Bitcoin rose above $64,000 on Friday, recovering weekly losses and approaching a key resistance level at $65,000. The move comes as technical indicators turn positive and Asian markets rally on AI demand.