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Why Bitcoin’s Correlation Is Breaking: Inflation Shock, Tech Selloff, and MicroStrategy Buying Spree
Show Notes
The speakers react to soaring consumer prices, citing a $60,000 “normal” SUV and $10 blueberries—as evidence of currency debasement, noting it feels unfathomable without years of Bitcoin exposure. They discuss a sharp tech and software selloff (including the IGV ETF) and argue the red reflects uncertainty about future business models, tying it to broader investor confusion and the “anthropic mythos” narrative. They contend Bitcoin has been mispriced as correlated with software stocks and hope that correlation continues to break down. 00:00 Sticker Shock Inflation 00:49 Tech Stocks Turn Red 01:16 Bitcoin Mispriced Correlation 01:52 MicroStrategy Buying Spree 03:13 Why This Cycle Differs 03:50 Sharpe Ratio Explained 04:39 Volatility vs Real Risk FULL EPISODE: https://youtube.com/live/4PnC3WXS3W8 ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=social&utm_source=youtube&utm_content=content_description ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=social&utm_source=youtube&utm_content=content_description ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=social&utm_source=youtube&utm_content=content_description ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=social&utm_source=youtube&utm_content=content_description ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=social&utm_source=youtube&utm_content=content_description ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin WARNING: Beware of scammers who use Swan’s image and name in the comment section. We will never ask you to contact us through YouTube. If you have any questions and want to reach us directly, follow our Twitter account https://twitter.com/Swan and send us a message.