Bitcoin Weakness Tied to U.S. Stocks Siphoning Capital, Binance Research Says
Binance Research attributes Bitcoin's recent weakness to capital rotation from cryptocurrencies into concentrated U.S. equity sectors including AI, semiconductors, defense, and energy. With the Cboe Dispersion Index hitting a 42-level signal of high concentration, historical data suggests Bitcoin typically bottoms 0-20 weeks after such peaks, with a median recovery time of approximately two weeks.

