Everything Is Pumping⊠Except $BTC đ. Hereâs the Real Take:
On the surface, this market feels upside-down. Gold smashing $4,500, up 71% in 2025. On the other hand, Silver going full vertical to $72, up 148%, suddenly a top-3 global asset.
Further, The S&P 500 printing its highest daily close ever, ripping 43% off the April crash lows. Liquidity everywhere. Risk appetite back. Headlines screaming ânew highs.â
And then thereâs #bitcoin .
Down 30% from its October ATH, red on the year, staring at its worst Q4 in seven years. While everything else celebrates, #BTC is grinding sideways, barely defending support.
That contrast feels unsettling, almost wrong .... especially for an asset that used to front-run every liquidity wave.
But calling it âpure manipulationâ misses whatâs actually happening. Bitcoin isnât being abandoned, itâs being absorbed. Institutions arenât chasing price; theyâre managing exposure.
ETFs, custodians, Prime desks, internal rebalancing, all of this suppresses volatility while quietly redistributing supply. BTC has matured into infrastructure, not a momentum toy.
OUR POINT OF VIEW: Gold and silver are reacting to fear and macro hedging. Equities are responding to liquidity and buybacks. Bitcoin is stuck in between, no longer a fringe risk asset, not yet treated like a full macro hedge. That doesnât mean something is broken. It usually means something is being prepared.
Markets donât move in unison forever. When one asset lags while liquidity explodes elsewhere, itâs often not weakness, itâs compression. And compression doesnât last.
So what's your take community? let us know .
