Phyrex|May 15, 2026 16:52
Exactly as predicted yesterday, after the CLARITY Act passed its initial phase, Bitcoin's price temporarily returned to $82,000, driving net inflows into spot ETFs. But from a broader perspective, we all know there was a sharp drop in both U.S. stocks and cryptocurrencies on Friday, so Friday's data is likely to look bad.
And yet, just one day later, there's still no fundamental change for Bitcoin. The residual impact of the CLARITY Act might linger a bit, but unfortunately, when U.S. stocks experience a broad pullback, BTC still can't maintain an independent trend. This is why I always say: when U.S. stocks do well, Bitcoin has a chance; when U.S. stocks struggle, it's tough for BTC to perform well.
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