Bitcoin's Wall Street Link

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Bitcoin is behaving more like a traditional financial asset, and

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recent moves make that clear than ever. Hey gang, Ross Brand,

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with your Bitcoin Universe: Daily Update, here's today's top

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three Bitcoin stories you need to know before you make your

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next move. According to analytics firm IntoTheBlock,

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Bitcoin's correlation with the VIX, Wall Street's fear gage,

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spiked 0.8 this week, the highest since 2022. That level

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of correlation suggests bitcoin is behaving more like a

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traditional risk asset, reacting to macro fears and investor

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sentiment in ways that mirror stocks. It's a stark contrast to

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earlier cycles when Bitcoin traded independently of broader

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markets. Blockware's Joe Burnett says the shift reflects

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Bitcoin's integration into mainstream finance, not just

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retail speculation. While Bitcoin total ETF inflows remain

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strong, this week revealed a shift in how institutions

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allocate investors are rotating capital between funds rather

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than exiting the space with Bitwise's is BITB seeing

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increased activity. While Fidelity's FBTC flows dipped

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slightly, this kind of internal movement points to growing

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maturity among institutional holders. Bloomberg's James

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Seyffart notes, it's less about flows in and out, and more about

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smart rebalancing. And Quantum Solutions has joined the list of

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public companies allocating Bitcoin to their treasury. The

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company is acquiring 187 Bitcoin worth approximately 22 million.

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These actions reinforce Bitcoin's positioning as a

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long-term strategic asset. Jameson Lopp of Casa says large

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transfers and Treasury buys show growing corporate confidence in

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Bitcoin's staying power. Also worth noting: ARK Invest

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launched a new crypto plus innovation strategy this week,

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combining spot Bitcoin ETFs with high-conviction tech stocks like

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Nvidia, Tesla and Coinbase. It's another sign that Bitcoin is

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becoming a core component of actively managed portfolios. And

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that's your Bitcoin Universe: Daily Update for Thursday, July

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24, 2025. I'm Ross Brand tracking what matters in Bitcoin

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and helping you make sense of it, Find Bitcoin Universe on

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Substack at rossbrandbitcoin.substack.com

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that's rossbrandbitcoin.substack.com.

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Bitcoin Universe is for informational purposes only and

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does not constitute financial advice.