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The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
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Sign InAmid growing investor optimism for a 'Goldilocks' economic scenario, equity funds have reached a record 64.7% of total assets tracked by EPFR Global. This surge reflects a heavy bet on steady growth and cooling inflation within traditional financial markets. However, Bitcoin has notably sat out this recent global rally, failing to mirror the significant inflows seen in equity markets despite the broader risk-on sentiment prevailing in Wall Street.
This divergence comes as traditional benchmarks like the S&P 500 hit fresh highs this quarter, according to market data, while the correlation between crypto assets and stocks weakened. Analysts from JPMorgan have recently noted that investor preference has shifted toward mega-cap tech stocks as a primary vehicle for growth, effectively decoupling Bitcoin from the momentum typically shared with the Nasdaq index during previous bullish cycles.
Looking ahead, market participants are focused on the Federal Reserve's Monetary Policy Report scheduled for release today, July 10, 2026, which will be a critical catalyst for market liquidity. With no current price levels available for Bitcoin, the focus remains on whether digital assets can regain momentum ahead of Fed Governor Bowman's speech on July 13, which may offer further clues on the interest rate trajectory and its impact on risk-sensitive assets.