
We spent years insisting crypto was different. Uncorrelated. A hedge against traditional finance. Digital gold that didn't move with markets.
Last weekend killed that narrative.
Tariff tweet tanks equities on Friday. By Sunday, crypto bled harder than anything in traditional markets. Not because of some crypto-specific disaster — because the stock market sneezed and we caught pneumonia.
What changed: Institutional adoption legitimized crypto. It also made us correlate with every other risk asset. When BlackRock has a Bitcoin ETF, Bitcoin stops being rebellion and starts being portfolio allocation.
The 24/7 problem: The always-on trading we celebrated in bull markets became a nightmare. No circuit breakers. No weekends off. Just continuous liquidations while you watch in real-time.
What this means: Crypto isn't a hedge anymore. It's a highly leveraged, retail-accessible risk asset that moves with tech stocks and responds to macro policy like everything else.
Projects still positioning themselves as "separate from traditional finance" need a messaging update. Your users aren't stupid — they watched tariff news crash their holdings. They know the correlation exists.
Better messaging acknowledges reality: "Yes, we move with markets now. Here's why we're still building anyway."
The revolution we got isn't the one we promised. But it might still be revolutionary — just in different ways.
When did you realize crypto wasn't decoupled anymore? Or are you still pretending last weekend was just an anomaly?
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