This report is part of our CIO Strategy publication and is available to CIO Strategy subscribers. Market Updates and Trading Signals subscribers may add CIO Strategy as a separate subscription.
Please contact [email protected] to activate access.
Bitcoin has closely tracked the US software ETF (IGV), but the two have since diverged. IGV has climbed back to its October 2025 highs after a sharp correction driven by fears that AI would disrupt the software industry, while Bitcoin remains well below its 2025 peak. Coinbase and MicroStrategy, despite their high correlation with Bitcoin, are also failing to keep pace with its rebound from $63,000 to $82,000.
Trading Strategy
Become a paying subscriber of Trading Strategy to get access to this post and other subscriber-only content.
UpgradeSharper Analysis. Trusted Community. Confident Decisions:
- Everything in Market Updates, Trading Signals and more:
- Full coverage across digital currencies and crypto-linked equities (stocks).
- Weekly Chart Book on Top Crypto stocks Movers and What’s Driving Them.
- Weekly Chart Books with 30 key daily, weekly, and monthly charts.
- Twice-monthly on-chain insights driving market cycle clarity.
- Twice-monthly Bitcoin derivatives insights with actionable option trades.
- Regular Strategic reports that sharpen clarity and strengthen conviction.
