Woofun AI reports that Hashdex and Charles Schwab view Bitcoin's current deviation from US equity trends as a temporary market phenomenon rather than a structural shift. Hashdex Chief Investment Officer Samir Kerbage attributes the divergence to capital flowing into AI infrastructure and interest rate trading, noting that on-chain fundamentals remain strong with stablecoin volumes exceeding 2025 full-year levels and tokenized real-world assets growing over 60% year-to-date.

Charles Schwab Digital Asset Research Director Jim Ferraioli states that Bitcoin's trajectory aligns with historical post-halving cycles, where prices typically take over a year to surpass the $95,000 low-efficiency miner production cost. With average holding costs around $80,000, Ferraioli anticipates continued selling pressure from holders seeking breakeven, though he notes that cycle volatility may decrease as the market matures.