Equities Surge, Bitcoin Gets Left in the Dust – What Happens Next Will Shock You!

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  • Bitcoin retail holders are selling like it’s Black Friday. Meanwhile, the big boys are buying like it’s Cyber Monday.
  • Can these so-called “smart money” types handle the storm and kickstart the next market frenzy?

The U.S. dollar index [DXY] just plummeted, taking a 11% dive, and suddenly risk assets are looking like hotcakes on a Sunday morning.

U.S. equities? Oh, they’re bouncing back like a caffeinated kangaroo on a trampoline. They’re riding the wave of the greenback’s weakness. Translation: classic risk appetite is back. Investors are ditching their safe havens like last season’s fashion and chasing alpha like it’s the last donut at the office party.

But hold up—Bitcoin’s [BTC] chart tells a much juicier, more complicated story.

Retail holders? They’re bleeding out like a Netflix drama. A staggering 247,000 BTC has been dumped year-to-date, which is roughly a $25.7 billion sell-off in spot terms. Ouch.

Meanwhile, the smart money is stacking BTC like it’s going out of style. Over 157,000 BTC has been scooped up by businesses and the ETF gang, with the government wallets joining the party.

This battle between the trembling hands and the seasoned pros is keeping BTC locked in a rather tight, frustrating range. Like that feeling when you’re almost at the front of the line at a concert, but not quite.

The real question: Can these big players weather the brewing macro storm? We’re all watching. All. Eyes. On. Them.

Risk-on Rally Heats Up, But Bitcoin’s Just Chillin’

Typically, when the dollar weakens, both stocks and crypto enjoy a nice little glow-up. Right now, the U.S. dollar index is at its weakest since March, down 11% for the year. In case you’re not keeping score, that’s a pretty big deal.

The U.S. stock market is in lockstep with this trend. Just last week, the S&P 500 jumped 5.3%, its second-best weekly performance since November 2023. The Nasdaq 100? Oh, it surged by 6.8%, marking its second-best performance in months. It’s like a non-stop victory lap.

Meanwhile, Bitcoin? Well, it started the week at $104.6K but can’t seem to budge past $104K. It’s like trying to push a boulder uphill—nothing happening, and everyone’s starting to notice.

Time for the Big Guys to Step Up!

According to AMBCrypto, this whole mess signals a shift from retail into traditional assets. Why? Because the macro FUD is easing up, the 90-day tariff pause is here, and the Fed’s relentless hawkish grind is still grinding. It’s like the world is asking, “Hey Bitcoin, do you even lift?”

Retail bids for BTC? Pretty much capped for now. So, what’s next? Enter the whales and the institutions, the true market movers who are supposed to soak up the selling pressure. Except—plot twist—the whale count is stuck. It hasn’t moved from 1,448 since that early-April sell-off. Talk about a traffic jam.

Meanwhile, the ETF crowd is making noise. BlackRock’s IBIT ETF pulled in $800 million in BTC inflows in less than five days. So, the heavy hitters are here, but with retail focusing more on capital than conviction, Bitcoin’s next move is going to depend on how far these big players want to go. Are they in it for the long haul, or just passing through?

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2025-05-18 17:17