The market is a master of distraction. Let's cut through the noise. BTC just broke below $80,000. ETH slid under $2,300. The entire crypto board is a sea of red. On the exact same day, the Nasdaq hit an all-time high, and the S&P 500 printed a new record. The contrast is brutal. For years, the narrative was clear: Bitcoin is digital gold. A hedge against inflation. A store of value for uncertain times. Well, inflation is here. US equities are soaring to new peaks. And where is BTC? Sitting at $79,000. The theory and the reality have decoupled. The translation is simple. BTC is not gold. It is not a tech stock. It is a high-beta risk asset. When the expectation for rate cuts evaporates, so does the appetite for this kind of volatility. The market is voting with its capital. The question isn't about gold or digital gold anymore. It is about liquidity and risk appetite. And right now, that appetite has shifted entirely. Is it too late to rotate into equities? The market has already answered that question. The data speaks for itself.