Bitcoin is expected to outperform the Nasdaq-100 index as fiscal dominance and government refinancing needs drive demand for increased liquidity. This outlook suggests that macroeconomic pressures are creating a structural tailwind for crypto assets relative to traditional equities. Recent market action supports this thesis, with cryptocurrency prices rising sharply even as interest rates broke higher. This positive correlation between rising rates and crypto performance is viewed as a significant signal that liquidity dynamics are shifting in favor of digital assets.