Innlegg
Market Alpha
$BTC is holding firm as $ETH and $SOL weaken, showing liquidity still favors BTC over higher-beta assets.
At ~$78.7K, BTC looks more like a macro hedge than the start of a broad crypto rally.
With BTC-gold correlation, US-Iran tensions, and oil risks keeping inflation uncertainty high, I see selective BTC strength—not full risk-on yet.
#LaborMarketTestsWalsh
#BTCGoldCorrelation
#BroadcomDellAIResults
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