Getting informedโ–ชBitcoin (BTC)

Bitcoinโ€™s original promise was rebellion: digital gold, a hedge against inflation, a way out of the fiat system. But if the latest Binance Research report is any indication, it may be playing a different role today: not fighting the dollar, but backing it.

In brief

  • Bitcoinโ€™s correlation with the U.S. dollar has flipped positive, hitting its highest level in years at 0.25, suggesting BTC is now moving with the dollar, not against it.

  • Institutional flows into Bitcoin ETFs and the surge in stablecoins (now $250B+) are tying crypto markets even closer to USD liquidity.

  • Binance says BTC is no longer acting as a hedge, but as a macro asset aligned with risk cycles and dollar strength.

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