Ending a 142-day slump with a "dramatic turnaround"! Experts: Bitcoin will outperform stocks and bonds again.

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The inflation monster lingers, coupled with a weak bond market, and Wall Street capital is quietly shifting. Mark Connors, Chief Investment Officer of investment firm Risk Dimensions, anticipates that Bitcoin is about to stage a "spectacular comeback," ushering in a period of strong performance that surpasses traditional assets. Mark Connors, who previously served for many years as Global Head of Portfolio Management at Credit Suisse, points out that Bitcoin has just recently ended its longest-ever stretch of relative weakness against the S&P 500, and this 142-day period of underperformance officially came to a close in early May this year. He noted: I believe Bitcoin's days of underperforming traditional markets are over, and it is now switching from a "consolidation phase" to a "market-beating" takeoff stage. This trend reversal comes as investors are mired in stubborn inflation, surging oil prices, and wavering interest rate policy. Mark Connors analyzes that as the market gradually accepts the reality that "higher rates will last longer," bonds—traditionally regarded as defensive safe-haven assets—are now facing increasingly heavy selling pressure. He said: As always, Bitcoin is the first to take a beating in the early stages of a market storm, but it is often also the first asset to rebound afterward. He added that even though the market will still need to navigate difficult terrain ahead, squeezed by various negative news and high oil prices, Bitcoin still has an excellent chance of continuing to beat both stocks and fixed-income assets (such as bonds and other financial instruments that provide stable distributions). Analyzing the current macroeconomic environment, Mark Connors points the finger at continuously escalating geopolitical tensions and persistently high energy prices. He notes that oil prices have remained structurally elevated this year, not only intensifying inflation concerns but also forcing capital to seek out "technology and productivity gains" as leverage to counter inflation. In this process, the integration of artificial intelligence (AI) and blockchain is becoming increasingly tight. More and more enterprises are beginning to seek out decentralized systems to support machine automation and AI-driven trading. "The only way to break through this heavy inflationary pressure is to rely on technology," Mark Connors emphasized. In addition, Mark Connors has also observed that investors are recalibrating their asset allocation between gold and Bitcoin. He compares the current market environment to the early stages of the 2020 pandemic, when gold first benefited from safe-haven demand and rose, while Bitcoin only later ushered in an unstoppable, ferocious bull market. He said: Gold's moment of glory has passed. Now, it's Bitcoin's turn to stage a "return of the king."

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Published:2026-05-25 05:01:23

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