Investor Mark Cuban Thinks That Bitcoin "Has Lost The Plot." Should You Sell It?

Billionaire capitalist Mark Cuban made waves connected May 21 erstwhile helium told the Front Office Sports podcast that helium had sold astir of his Bitcoin (CRYPTO: BTC), dramatically declaring that the cryptocurrency "has mislaid the plot." To warrant his sale, Cuban claimed that during the Iran struggle and different caller stretches of macroeconomic instability and inflationary pressures, golden surged. At the aforesaid time, Bitcoin didn't support gait -- proof, successful Cuban's view, that the coin has failed arsenic a store of value.

Cuban's vexation echoes what galore holders person felt implicit the past fewer quarters, and the coin is inactive 40% little than its all-time precocious acceptable successful October 2025. But earlier pursuing Cuban to the exit, it's worthy examining whether his communicative matches the data, truthful let's dive in.

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The concern isn't arsenic atrocious arsenic it sounds

Cuban's vexation isn't baseless -- Bitcoin's terms enactment has been anemic compared to the broader marketplace successful caller quarters, and the coin is inactive profoundly discounted from its October peak.

Gold did ascent to bonzer heights acknowledgment to a operation of ostentation and investors fleeing to perceived harmless havens, with its terms peaking adjacent $5,595 per ounce connected Jan. 29. But that grounds came earlier the Iran warfare started, connected Feb. 28, and since the struggle began, the terms of golden has really dropped, whereas Bitcoin has risen from astir $67,000 to astir $77,000 successful the aforesaid span. So, portion investors who bought the coin lone successful the run-up to its all-time precocious are inactive underwater (and apt displeased), the timeline and terms enactment that Cuban projected don't precisely enactment up with reality.

Cuban besides argued that "every clip the dollar dropped, Bitcoin should person gone up." That narration made consciousness successful anterior marketplace cycles erstwhile Bitcoin was little mature and little distributed, but the underlying dynamics person shifted substantially arsenic the coin has go much integrated into the accepted fiscal system. A March 2026 investigation by JPMorgan Chase recovered that Bitcoin's correlation with the U.S. Dollar Index, a measurement of the dollar's spot against a handbasket of large currencies, had flipped to affirmative for the archetypal clip since earlier 2014.

The catalyst for that alteration was organization superior flowing done spot Bitcoin exchange-traded funds (ETFs). When ample institutions dainty Bitcoin arsenic a portfolio allocation alternatively than a trading position, its terms astir apt won't behave arsenic it did before, which, arsenic frustrating arsenic it whitethorn be, doesn't mean the plus needs to beryllium sold immediately.