Bitcoin Breaking Free From Tech Stocks? | Major Shift To Reserve Asset Status

Bitcoin is showing signs of decorrelating from tech stocks (NDX) and beginning to behave more like a neutral reserve asset. This key structural shift identified by Luke Roman suggests a significant evolution in how Bitcoin is perceived and traded globally.

In this clip from Episode 18 of The Runway, we discuss:
• Evidence that sovereign and macro allocators are accumulating Bitcoin
• Why systemic hedge characteristics are becoming more important than speculative upside
• How Bitcoin combines gold-like production costs with digital portability and censorship resistance
• The potential role of Bitcoin in fragmented global trade and emerging commodity-based FX regimes
• What this divergence from the Nasdaq signals about Bitcoin's evolution from risk asset to strategic collateral

Different people view Bitcoin through different lenses - as a gamble, as the hardest money ever, as a strategic allocation, or as a necessity for daily survival. As ETFs launch and companies add it to reserves, we're witnessing a fundamental shift in understanding.

Full episode here: https://www.youtube.com/watch?v=jVqbOt3jQw4&t=9s

#Bitcoin #CryptoAnalysis #ReserveAsset #TheRunway #LukeRoman #Decorrelation #InvestmentStrategy #DigitalGold