- US consumer sentiment has fallen to a record low even as stocks keep reaching new highs, and Bitcoin is being left out of the flow into risk assets, according to the analysis.
- Glassnode said investor money is moving out of cash and into stocks, artificial intelligence-related assets and commodities despite weakening consumer sentiment.
- Glassnode said demand for Bitcoin remains relatively weak even as the stock market stays strong and capital rotates into AI and commodities, leaving it largely excluded from the broader shift in funds.
Bitcoin Left Out of Risk-Asset Rotation as US Consumer Gloom Deepens
US consumer sentiment has slumped to a record low even as stocks continue to set fresh highs, but Bitcoin is being left out of the broader flow into risk assets, according to Glassnode.
en.bloomingbit.io
Publisher
Aug 17, 2026 at 5:01 AM UTC · 1 分で読める

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bitcoin
Market Impact
BTC+7.18%$69,228
Last Updated
3日前
Forecast Trend Report by Period
US consumer sentiment has slumped to a record low even as stocks continue to set fresh highs, but Bitcoin is being left out of the broader flow into risk assets, according to Glassnode.
The on-chain analytics platform said on Aug. 17 that US consumer confidence has fallen to its lowest level on record while the stock market keeps reaching new highs, underscoring a clear divergence between the two indicators.
Consumer confidence tracks how positively or negatively households view current and future economic conditions. While weakening sentiment would typically weigh on demand for risk assets, recent moves in financial markets suggest otherwise.
Market Context
Bitcoin
BTC
$69,228
+7.18% (24H)
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$1.39T
24H Volume
$36.7B
24H High
$70,002
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