
Thursday's selloff was narrow: S&P 500 -1.2%, equal-weight S&P +0.8%, the widest gap in two years. Chips -6.7%, Russell 2000 +0.1%, 10Y -19bp. BTC fell 3.6%, with the AI names, not the average stock. Why it matters: BTC trades as tech beta now. Lower yields alone won't lift it. https://t.co/w0rG6JsLAM
