Bitcoin’s Dip Creates a Sentiment Gap

ETF flows will show whether this correction is just noise or the start of something deeper.

Bitcoin isn’t a safe haven and Friday’s market action made that clear once again.

A new round of U.S. tariff headlines rattled investors, triggering another risk-off episode across markets. It’s the third major one this year tied to trade policy uncertainty.

The real question now is whether this selloff will have a lasting effect on Bitcoin’s trajectory heading into Q4.

In this issue, we’ll unpack what this latest dip tells us about Bitcoin’s short-term correlation with equities, how it fits within the broader bull trend, and which indicators will determine whether the market snaps back or slides further.

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Bitcoin’s Dip Creates a Sentiment Gap

The Takeaway

Bitcoin’s latest selloff is not a structural break but a familiar risk-off reaction. The move mirrors its tight correlation with equities during periods of market stress and fits within the broader risk-on playbook.