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CPI Cooling Is Not Enough Bitcoin Needs Fresh Capital July CPI came in at 3.4% YoY, with core CPI at 2.5%, both matching expectations. That reduces some macro pressure and gives risk assets room to breathe. But I wouldn’t call it a new bull-market signal yet. The bigger issue is liquidity. On August 12, U.S. spot Bitcoin ETFs recorded roughly $61M in net outflows, while Ethereum ETFs saw only around $7M of net inflows. So CPI may remove a headwind, but it doesn’t automatically create buyers. From here, I’m watching three things: 1. U.S. Treasury yields — can they keep falling? 2. ETF flows — do consistent net inflows return? 3. $BTC volume — can Bitcoin break resistance with real buying pressure? If those three align, the CPI relief could become something bigger. Until then, better macro ≠ guaranteed upside. #CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99%ValueFromAI