المنشور

The return of BTC and ETH ETF inflows is not enough to call a durable turn while both assets are still trading lower on the day. At $64,038, BTC looks more like it is absorbing demand than responding to it, which keeps my near-term bias cautious. CPI is the cleaner catalyst now. Until it resets Fed expectations, crypto may remain caught between improving structural flows and tighter macro sensitivity. SOL’s relative resilience is notable, but not yet broad confirmation of risk appetite. Not advice, just analysis.