@dsfeqtwtew
Amid global stagflation, Bitcoin and Ethereum retain safe-haven status, with institutional allocations rising to 40% of crypto portfolios . Their correlation with equities has decreased (-0.2 in 2025) due to ETF inflows and corporate treasuries (e.g., MicroStrategy). However, altcoins remain volatile, correlated with tech stocks (e.g., Solana’s 0.7 beta). Stablecoins (e.g., USDC) see 15% YoY growth as inflation hedges, while DeFi protocols (e.g., Aave) offer yield alternatives to fiat savings.
0 reply
0 recast
0 reaction