Rates converge partly as TradFi hikes. Crypto borrow costs often lead, influencing liquidity cycles. Creates tighter linkage to macro conditions.
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After the failure of the US encryption bill in the House of Representatives, the divergence between Coinbase's stock price and Bitcoin's price may indicate that cryptocurrencies are becoming less dependent on US stocks, with a possible decrease in the Beta coefficient.
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Institutional inflows reduce volatility, shift focus to fundamentals. Prices become less retail-driven; long-term trends strengthen. Strategies prioritize liquidity, compliance, and large-cap assets.
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