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Bitcoin, broader market fail to keep pace as global equities hit record highs

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摘要

Derivatives data show subdued activity in bitcoin and ether but aggressive positioning in select altcoins.

MSCI's All Country World Index rose 0.4% toward another record close, its Asia Pacific benchmark gained 2.2%, and Australian shares hit a new peak after the S&P 500 and Dow Jones Industrial Average closed at all-time highs Tuesday.

The broader CoinDesk 20 ( CD20 ) is unchanged since midnight, with 11 components rising and nine declining.

The divergence points to crypto-specific weakness. U.S. spot bitcoin ETFs recorded $5.4 billion of net outflows in the first half of the year as capital rotated into AI-linked assets.

“Institutional and retail interest in crypto as an investment has cooled as AI absorbs a disproportionate share of capital and attention; most sectors, not just crypto, have underperformed AI over the past year,” DWF Labs wrote in a report .

Today’s direction may find a catalyst in U.S. employment figures and ISM services PMI due later.

Circle Internet (CRCL), issuer of the second-largest stablecoin USDC $ 1.0002 , said second-quarter revenue grew 7% from the year earlier. The $701 million figure fell short of estimates, Bloomberg reported .

Galaxy Digital (GLXY) is also due to report today. Riot Platforms (RIOT) delayed its report for an unspecified period.

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