Postingan

The crypto market is trading more like a macro risk asset than an isolated crypto story right now. At around $64,334, BTC is holding up better than ETH and SOL over the past 24 hours — a modest sign that capital is favoring liquidity and relative defensiveness rather than moving aggressively into higher-beta assets. The next major catalyst is CPI, which could reset expectations around the Fed’s policy path. At the same time, unresolved Strait of Hormuz risks keep an inflationary tail risk in play. The divergence in BTC and ETH ETF flows supports the same idea: risk appetite remains selective, making a broad, sustainable crypto rebound harder to confirm. For now, I’m watching macro conditions, relative strength, and capital flows more closely than headline momentum. Not financial advice — just analysis. #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges