Bitcoin's recent price movements and ETF flows suggest a strong correlation with tech stocks, particularly the NASDAQ index. As Bitcoin's price dropped over 40% from its October 2025 high of nearly $126,000, institutional investors have been closely monitoring this correlation to guide their ETF investments. Data indicates that when Bitcoin aligns with NASDAQ movements, institutional money flows into Bitcoin ETFs, but when the correlation weakens, inflows diminish.
In March 2026, Bitcoin ETF inflows reached $1.48 billion, marking the first positive month since October 2025. However, the BTC-NASDAQ correlation remains negative, currently at minus 0.19, which could hinder further institutional investments. Despite global M2 money supply growing over 10% year-over-year, Bitcoin's negative returns suggest that the correlation mechanism converting liquidity into ETF inflows is not functioning effectively. Analysts warn that without a positive correlation and broader market stabilization, Bitcoin could face further declines, potentially towards $50,000.
Institutional Bitcoin ETF Flows Tied to NASDAQ Correlation
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