CoinDesk analyzed that while the S&P 500 market cap increased by approximately $2.1 trillion this month, Bitcoin's rise was limited to about 2%, showing a relatively sluggish trend. The media explained, "The stock market rally has centered on specific sectors such as AI and semiconductors, preventing funds from spreading to Bitcoin, and the market is awaiting new catalysts such as the Fed's interest rate cuts and regulatory clarity." It also added, "Slowed ETF inflows, decreased stablecoin supply, and recent negative news in the crypto industry have acted as factors limiting Bitcoin's rise."
