
Bitcoin has rallied 17% in Q2 but remains 35% below its peak, facing resistance around $80k-$85k. Meanwhile, U.S. equities have surged with over $10 trillion inflows, showing stronger momentum. This liquidity preference for equities limits immediate crypto gains but supports corporate Bitcoin accumulation through improved capital raising. The STRC index signals strong institutional demand near $100, suggesting potential for Bitcoin to break above $85k as corporate buying builds despite overall constrained crypto liquidity.