In the ever-evolving world of cryptocurrency trading, Bitcoin's recent performance has sparked intense discussions among traders and analysts. According to Michaël van de Poppe, a prominent crypto analyst, Bitcoin is currently experiencing a notable divergence from the Nasdaq, despite their historical correlation. This mispricing suggests that Bitcoin could be on the cusp of a significant rebound, potentially reaching $100K soon. The analysis dismisses the traditional 4-year cycle thesis as unreliable, emphasizing instead the importance of market correlations and risk appetites. As of December 9, 2025, Bitcoin underwent a sharp correction from $115K to $80K within just two weeks during a broader market crash. This period highlighted a shift in market dynamics, where high-beta assets like tech stocks fell heavily, but have since recovered, signaling a return to risk-on sentiment.

Understanding Bitcoin's Correlation with Nasdaq and Beta Assets

Diving deeper into the trading implications, Bitcoin's correlation with the Nasdaq has been a key factor for traders monitoring cross-market opportunities. High-beta stocks, characterized by high volatility and often tied to tech sectors, represent the 'beta' side of the market equation, as referenced by analyst Jvisserlabs. These assets experienced a heavy decline during the recent crash but have since inverted their losses, grinding upwards and indicating renewed investor confidence. In contrast, Bitcoin has stalled, creating a divergence that savvy traders can exploit. This setup points to potential upside for BTC, with projections of a grind back to $110K-$115K in the coming weeks or months. For traders, this means watching support levels around $80K, where Bitcoin found a floor during the correction, and resistance near previous highs at $115K. Trading volumes during this period showed a spike in selling pressure, but on-chain metrics like active addresses and transaction volumes suggest underlying accumulation by whales, supporting a bullish reversal.

Trading Strategies Amid Market Divergence

From a trading perspective, this divergence offers concrete opportunities across multiple pairs. For instance, BTC/USD pairs on major exchanges reflected the crash with 24-hour trading volumes surging to billions during the drop from $115K to $80K on December 9, 2025. Traders should consider long positions if Bitcoin breaks above key moving averages, such as the 50-day EMA currently hovering around $95K. Correlations with Nasdaq imply that continued resilience in tech stocks could propel Bitcoin higher, inverting the entire correction. Market indicators like the RSI, which dipped into oversold territory at 25 during the crash, now show signs of recovery, approaching neutral levels around 45. Institutional flows, evident from increased ETF inflows post-crash, further bolster this outlook. However, risks remain if global economic uncertainties resurface, potentially pressuring high-beta assets again. Pairing BTC with stablecoins like USDT could provide hedging strategies, while cross-market plays involving Nasdaq futures might amplify gains for advanced traders.

Critiquing the 4-year cycle thesis, the analysis argues for a more data-driven approach, focusing on charts with real market references rather than time-based assumptions. This perspective is crucial for long-term traders, as it shifts emphasis to quality assets versus pure volatility. Quality stocks—stable, profitable companies—have shown resilience, but the rebound in beta assets signals broader risk-on appetite, which historically benefits Bitcoin. On-chain data from sources like Glassnode indicate rising hash rates and miner capitulation bottoming out post-crash, adding to the bullish case. For SEO-optimized trading insights, keywords like Bitcoin price prediction, BTC Nasdaq correlation, and crypto market divergence highlight the potential for $100K targets. Traders eyeing entry points should monitor volume spikes and sentiment indicators, with potential trading opportunities in altcoins correlated to BTC's moves, such as ETH/BTC pairs showing relative strength.

Broader Implications for Crypto and Stock Market Traders

Looking ahead, the misalignment between Bitcoin and Nasdaq creates arbitrage-like opportunities for institutional and retail traders alike. If Bitcoin indeed grinds upwards as predicted, it could lead to a cascade of positive sentiment across the crypto market, boosting trading volumes in pairs like BTC/ETH and BTC/SOL. Market sentiment, gauged by fear and greed indices, shifted from extreme fear during the $80K low to neutral, aligning with the risk-on reversal in beta stocks. This dynamic underscores the need for diversified portfolios, blending crypto with stock exposures. For example, traders could leverage Nasdaq's strength by positioning in tech-heavy ETFs while holding BTC longs, capitalizing on any convergence. The entire correction from $115K to $80K, deemed dubious in the analysis, may prove to be a shakeout of weak hands, setting the stage for new all-time highs. In summary, dismissing outdated cycles in favor of correlation-based analysis provides a robust framework for navigating these markets, with $100K Bitcoin not just a possibility but a likely outcome based on current divergences.