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Ryan Adams

👤 Speaker
2103 total appearances

Appearances Over Time

Podcast Appearances

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

This came from the DeFi report, Michael Nadeau, and he points out that 2026 is the most correlated Bitcoin has ever been

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

to the Nasdaq.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

This is correlation by year.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

You're seeing a chart here.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

So we are more correlated right now with the Nasdaq on Bitcoin price than we ever have been.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

I have a question for how this chart works.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

No, I'm not sure I understand your question.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

But a correlation means that obviously Bitcoin price goes up or down related in a correlated way.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Yeah.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

In this case, the correlation.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Yeah, this chart doesn't measure that.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

It doesn't measure the magnitude.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

But it does say when stocks go up, when NASDAQ goes up, Bitcoin follows.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

That is confidently happening.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Yes.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

And by the way, 2024, the correlation coefficient was 0.1.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

And now it's 0.48.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Yeah.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

So this basically means that our destiny is in the stock market's hands right now.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Does this kind of mean that we're kind of like cucked by AI?