Bitcoin has undergone its longest period of decoupling from the S&P 500 index since 2020, with the trend persisting from September 2025 to March 23, 2026. During this period, Bitcoin's price has been on a downward trajectory, dropping over 45% since the October 2025 crypto crash, and is currently trading at approximately $68,471. In contrast, the S&P 500 index, after reaching an all-time high of about 7,000 in late 2025, has returned to its early September 2025 levels, erasing recent gains.
This decoupling occurs amid macro bear markets for both Bitcoin and the S&P 500, reminiscent of patterns seen before previous bull cycles. The divergence may continue if the Clarity Act, a new regulatory framework for cryptocurrencies in the U.S., spurs a crypto bull run while the S&P 500 remains bearish. Investors are closely watching this correlation for signs of the next market rally.
Bitcoin Experiences Longest Decoupling from S&P 500 Since 2020
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