Bitcoin Decouples From Stocks as Price Outlook Splits

[etfs]

In late 2025, Bitcoin began diverging from tech stocks, falling back toward the $90,000 level while equities pushed higher. Analysts are now split on what comes next.

Some expect BTC to rally once the Federal Reserve resumes rate cuts and liquidity returns, while others warn of a deeper pullback toward $76,000. For now, whale-driven options activity may keep Bitcoin range-bound until a stronger macro catalyst emerges.

[Nahid Hossen]

BTC decoupling from equities strengthens its narrative as a separate asset class.

[Abdul Khan]

Independent price action is exactly what long-term Bitcoin believers want to see.

[Nahid Hossen]

Paxos plays a key role in bringing trust and compliance into crypto banking.