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12.4% 6.4% (11.5%) 2.0% (20%) Fundstrat Bitcoin & Blockchain presentation for Upfront Summit

12.4%
6.4%
(11.5%)
2.0%
(20%)
(10%)
0%
10%
20%
30%
90Dcorrelation
6.1%
10.2%
6.4%
8.3%
(9.0%) (7.6%)
18.2%
0.7%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
90Dcorrelation
Slide 45
Crypto correlation to other asset classes is low and falling…
Source: Coinmarketcap.com, Bloomberg, other sources and Fundstrat.
Figure: 90D Rolling Correlation - Bitcoin & FS CryptoFX 10 Correlation against Major Asset Classes
Over last 100 days
Bitcoin
FS CryptoFX 10
S&P 500
BBG US Agg Bond Idx
Gold
Salient Risk Parity Idx
Bitcoin correlation to other asset
classes is declining and continues
to be negatively correlated to
Gold—not surprising and
evidence of cannibalization of
demand for gold.
Even looking at the top 10 tokens
(which includes bitcoin), the
correlation to other asset classes
is quite low.
When looking at rolling correlations of Bitcoin to other asset classes, the correlation is still low.

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