The market lately has been a masterclass in distraction. BTC just dipped below 80k, ETH slipped under 2300, and the whole crypto board is bleeding red. But on the same day, the Nasdaq hit an all-time high, and the S&P 500 followed with a new record. We used to hear the narrative everywhere: Bitcoin is digital gold, Bitcoin is the ultimate inflation hedge. Well, inflation is real, US stocks are smashing new highs, and BTC is sitting at 79k. Let's call it what it is. Bitcoin isn't gold. It isn't a US stock either. It's a high-beta risk asset. And when expectations for rate cuts fade, the appetite for that kind of risk disappears fast. So the real question now is... is it too late to rotate into equities? 🥲