Bitcoin no longer tracks semiconductors, Callum Thomas notes

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Bitcoin and semis break historical link

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Yaroslav Dmytrenko

03.06.2026

Bitcoin no longer tracks semiconductors, Callum Thomas notes — Bitcoin and semis break historical link

Callum Thomas observes a significant shift in market dynamics, noting that Bitcoin no longer mirrors the movements of semiconductor stocks, which previously led its cycle by about six to seven months.

He suggests that this break in correlation could signal a key turning point, raising questions about whether Bitcoin, semiconductor stocks, or both markets might be facing major changes.

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Thomas has previously highlighted risk factors in major equity benchmarks. In one analysis, he reviewed the presence of speculation and AI-driven earnings trends in the S&P 500. He has also noted that many investors tend to overlook Korea’s KOSPI index when considering global market performance.

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