火星财经消息, 近期数据显示比特币（BTC）与美股的相关性正在减弱，可能增强其作为避险资产和投资组合多元化工具的吸引力，让市场觉得比特币更像是一种“多元化资产”，而非避险资产。分析指出，尽管比特币仍受到宏观经济因素影响，但其与传统风险资产的联动性有所下降。此外，机构投资者对比特币的兴趣持续增长，部分公司已将其纳入资产负债表。专家认为，随着市场对美元资产信心的波动，比特币可能在投资组合中发挥更大的作用。（Cointelegraph）

<div>火星财经消息, 近期数据显示比特币（BTC）与美股的相关性正在减弱，可能增强其作为避险资产和投资组合多元化工具的吸引力，让市场觉得比特币更像是一种“多元化资产”，而非避险资产。分析指出，尽管比特币仍受到宏观经济因素影响，但其与传统风险资产的联动性有所下降。此外，机构投资者对比特币的兴趣持续增长，部分公司已将其纳入资产负债表。专家认为，随着市场对美元资产信心的波动，比特币可能在投资组合中发挥更大的作用。（Cointelegraph）</div>

分析：近期BTC与美股负相关性增强，或增强其多元化资产属性

<BTC> News from Mars Finance shows that recent data indicates the correlation between BTC and U.S. stocks is weakening, which may enhance its attractiveness as a hedging asset and portfolio diversification tool, making the market perceive BTC more as a "diversified asset" rather than a hedging asset. Analysts point out that although BTC is still influenced by macroeconomic factors, its correlation with traditional risk assets has decreased. Additionally, institutional investors' interest in BTC continues to grow, with some companies already incorporating it into their balance sheets. Experts believe that as confidence in U.S. dollar assets fluctuates, BTC may play a larger role in investment portfolios. (Cointelegraph)

<div>Mars Finance News: Recent data shows that the correlation between BTC and U.S. stocks is weakening, which may enhance its attractiveness as a hedging asset and portfolio diversification tool, making the market perceive BTC more as a "diversified asset" rather than a hedging asset. Analysts point out that although BTC is still influenced by macroeconomic factors, its correlation with traditional risk assets has decreased. Additionally, institutional investors' interest in BTC continues to grow, with some companies already incorporating it into their balance sheets. Experts believe that as confidence in U.S. dollar assets fluctuates, BTC may play a larger role in investment portfolios. (Cointelegraph)</div>

Analysis: The recent negative correlation between BTC and US stocks has increased, which may enhance its diversified asset attributes

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Source: Galaxy Research; Translation: Jinse Finance xz
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Galaxy: 26 Predictions for the Crypto Market in 2026

Messari released "The Crypto Theses 2026," a report that predicts future trends in public blockchains, DeFi, AI, DePIN, and TradFi. From Messari's perspective, 2026 will be a pivotal year for cryptocurrencies, marking a shift from "speculative" to "system-level integration."

Author: Messari
Compiled/Translated by: ODIG Invest
Messari Releases "The Crypto Theses 2026"...