BTC decouples from gold and stocks, historical key levels reappear

Currently, the price of BTC has broken through the $91,000 mark, a performance that stands in stark contrast to the trends of traditional assets such as stocks and gold. Analyst PlanB pointed out in the community that this phenomenon is not the first time it has occurred — when BTC was still hovering below a thousand dollars, it had already experienced a decoupling from the correlation with traditional assets.

Breaking the Traditional Asset Correlation Model

Historical data shows that after that decoupling, Bitcoin immediately experienced a tenfold increase. PlanB emphasized that a similar pattern may be repeating, but whether the current price levels are truly different remains to be further verified by the market.

What does this decoupling mean? Generally speaking, when the correlation between BTC and mainstream assets like stocks and gold weakens, it often indicates a shift in market positioning — the value of Bitcoin as an independent asset class is being re-recognized.

Why This Decoupling Is Worth Noticing

Traditional investors habitually link BTC’s performance to the stock market, and gold is seen as the standard hedge against inflation. But when these correlations are broken, it may signal that Bitcoin is establishing its own independent value narrative — no longer entirely following macroeconomic cycles.

PlanB reminds market participants that although past decoupling signals have brought considerable gains, past performance does not guarantee future results. The true turning point requires time to confirm; whether the current state is short-term volatility or a long-term trend reversal may be revealed in the coming months.